Cornerstone Financial Advisory

OCTOBER 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. ” –John Steinbeck Who Can Deduct Car Expenses On Their Tax Returns? a Registered Investment Advisor.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 9, 2023

Weekly Market Insights: Stocks Rally After Strong Jobs Report Presented by Cornerstone Financial Advisory, LLC A Friday rally overcame a shaky week, sending stocks mostly higher. This information is not intended to substitute for specific individualized tax advice. The Dow Jones Industrial Average slipped 0.30% for the week.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 16, 2024

Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Married filing jointly: Taxpayers who are married can file a joint tax return with their spouse.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Please discuss your specific tax issues with a qualified tax professional.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 31, 2022

Presented by Cornerstone Financial Advisory, LLC. Did you know that the IRS has an app that makes it easy to check some things off your tax to-do list? Free File is a tax prep software for taxpayers whose 2021 total adjusted gross income was $73,000 or less. Get tax help. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Taxes 105

Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market ajackson Thu, 03/26/2020 - 14:08 The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. TAX LOSS HARVESTING: WHAT IS IT? Assets should not be sold solely for tax reasons.

Taxes 52

Taxes Marketing Marketing Clients 52

Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market. Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps. TAX LOSS HARVESTING: WHAT IS IT? TAX LOSS HARVESTING: KEY TAKEAWAYS. TAX LOSS HARVESTING 101.

Taxes 52

Taxes Marketing Marketing Clients 52

Cornerstone Financial Advisory

JULY 10, 2023

Weekly Market Insights: Stocks Stumble With CPI On Deck Presented by Cornerstone Financial Advisory, LLC Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. The eligibility standards for using Free File depend on the tax partner, but they are usually based on income, age, and state residency.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. These expenses can also impact your tax liability. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 23, 2023

Weekly Market Insights: Stocks Retreat Despite Solid Earnings Presented By Cornerstone Financial Advisory, LLC Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. These factors may result in greater share price volatility.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. ” – Aristotle Protect Your Tax Data Protecting your data is very important in today’s digital age.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Weekly Market Insights: Short Week Strong For Stocks Presented by Cornerstone Financial Advisory, LLC Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. There are some important tax tips to know to set yourself up for success.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. I sometimes feel that I am right.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

AUGUST 7, 2023

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. a Registered Investment Advisor.

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

OCTOBER 16, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The right to pay no more than the correct amount of tax: You only pay what is legally due, including interest and penalties.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

AUGUST 1, 2022

Presented by Cornerstone Financial Advisory, LLC. Don’t Forget to Take Advantage of the Work Opportunity Tax Credit. The work opportunity tax credit is a federal tax credit for business owners that have hired individuals from target groups that would have otherwise faced significant barriers when looking for a job.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Consult a qualified tax expert for help. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Ballast Advisors

NOVEMBER 21, 2022

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning. Filing status and dependents.

Tax Planning 52

Tax Planning Taxes Planning Retirement Planning 52

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Weekly Market Insights: November Rally Continues Presented by Cornerstone Financial Advisory, LLC Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. Did you know there are some tax considerations when starting a new hobby? a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Weekly Market Insights: Investors Move Past Mixed Fed Message Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. In addition, rental income may be subject to a net investment income tax.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

OCTOBER 30, 2023

Weekly Market Insights: Stocks Retreat On Cautious Earnings Reports Presented by Cornerstone Financial Advisory, LLC Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 25, 2024

Weekly Market Insights: Fed Talk Boosts Stocks Presented by Cornerstone Financial Advisory, LLC Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. The information in this material is not intended as tax or legal advice.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 11, 2024

Weekly Market Insights: Markets Take A Breather After Mixed Week Presented by Cornerstone Financial Advisory, LLC Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. The information in this material is not intended as tax or legal advice.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

MARCH 4, 2024

Weekly Market Insights: Tech And AI Lead Another Advancing Week Presented by Cornerstone Financial Advisory, LLC Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Here’s How To Pay If you owe federal taxes, you must pay by the April deadline.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Create Digital Copies Of Important Documents: Most financial organizations, such as banks and insurance companies, provide digital copies of bank statements, tax returns, and insurance policies anyway, and keeping all these digital copies saved and organized is an excellent practice to get into. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Taxes 105

Ballast Advisors

SEPTEMBER 5, 2024

Navigating the complexities of estate planning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to their wishes. Inheritance Tax Planning Inheritance taxes, including estate and gift taxes, are pivotal in estate planning discussions.

Estate Planning 40

Estate Planning Taxes Planning Tax Planning 40

Ballast Advisors

NOVEMBER 27, 2023

Here are some things to consider as you weigh potential tax moves between now and the end of the year. Defer income to next year Consider opportunities to defer income to 2024, particularly if you think you may be in a lower tax bracket then. Doing so may enable you to postpone payment of tax on the income until next year.

Taxes 40

Taxes Retirement Planning Distribution Retirement 40

Diamond Consultants

FEBRUARY 11, 2025

Firms typically follow one of two models: Shared ADV In this model, advisors join the firms existing RIA as 1099 independent contractors or Investment Advisor Representatives (IARs). Own ADV A key consideration is how the ADV (formal registration with the SEC as an RIA) is structured.

Compliance 52

Compliance Clients Management Investments 52

WiserAdvisor

JULY 22, 2022

Consult with a professional financial advisor and receive expert guidance on how to achieve your financial goals like building a significant retirement corpus, lowering your taxes, or creating an investment strategy suited to your needs. . What are the disadvantages of hiring one financial advisor?

Financial Advisor 105

Financial Advisor Portfolio Budgeting Commission 105

Ballast Advisors

NOVEMBER 29, 2022

How you treat those losses come tax time can mean a lot in the long run of your financial plan. Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Basic principles of tax harvesting. Tax harvesting can save you money, but do it right.

Taxes 40

Taxes Portfolio Management Sales Portfolio 40

Ballast Advisors

MARCH 17, 2023

The concept of your domicile is very different from that of your residency Domicile is an important concept in determining one’s residency status for tax purposes. Taxes Matter For tax purposes, an individual’s domicile is often considered to be their state of residency for tax purposes. Residing in Florida?

Taxes 40

Taxes License Distribution Investment Advisor 40

Ballast Advisors

MARCH 17, 2023

Reducing your tax liability can literally save you thousands of dollars Tax season can be a stressful time for many people, especially if you’re not fully prepared. However, with some advance planning and preparation, you can take steps to reduce your tax bill for the upcoming year.

Taxes 40

Taxes Consulting Retirement Accounting 40

Ballast Advisors

SEPTEMBER 22, 2023

The IRS has announced guidance for the home energy audit tax credit. Fortunately, there is a federal income tax credit available equal to 30% of the amount paid for home energy audits, up to $150 per tax year. If you claim the credit, the home energy audit should be kept as part of your tax records.

Taxes 40

Taxes Certification Investment Advisor Communication 40

Trade Brains

AUGUST 13, 2023

It is one of the investment picks of the late billionaire investor Rakesh Jhunjhunwala. Presently, his associates hold 4,250,000 shares in the company amounting to 7% of the total shareholding. As of the present date, it is one of the leading producers of such machines all over Asia. respectively. 260 EPS ₹0.8 223 EPS ₹4.9

Engineering 97

Engineering Manufacturing Portfolio Sales 97

WiserAdvisor

APRIL 12, 2023

The Roth Individual Retirement Account (IRA) and the pre-tax retirement account are two common options. Both these accounts can offer tax benefits and the chance to accumulate sufficient savings for your retirement. A Roth IRA is a tax-advantaged retirement savings account funded with your after-tax dollars.

Accounting 40

Accounting Retirement Taxes Financial Advisor 40

Ballast Advisors

AUGUST 16, 2023

An HSA is a tax-advantaged account that enables you to save money to cover health-care and medical costs that your insurance doesn’t pay. The funds contributed are made with pre-tax dollars if you contribute via payroll deduction or are tax deductible if you make them yourself using after-tax dollars.

Accounting 52

Accounting Numbers Medical Taxes 52