Cornerstone Financial Advisory

OCTOBER 23, 2023

Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7% Existing home sales were weak, falling 2.0% Existing home sales are on track to record their slowest year since 2011. Wednesday: New Home Sales. in September–well above the forecast of a 0.3% Housing starts rebounded 7.0%

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Existing Home Sales. New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. increase over October and a year-over-year increase of 3.1%.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

JANUARY 2, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change.

Taxes 104

Taxes Investment Advisor Numbers Investments 104

Cornerstone Financial Advisory

MARCH 11, 2024

Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

JANUARY 29, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. .

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 16, 2023

5 This Week: Key Economic Data Tuesday: Retail Sales. Thursday: Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 6, 2023

The combination on Wednesday of the Fed’s decision to keep rates unchanged, which accompanied dovish comments from Fed Chair Powell, and a reassuring Treasury announcement on future bond sales, sparked a third straight day of gains. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 4, 2024

3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Tuesday: Factory Orders. ISM Services Index.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

NOVEMBER 20, 2023

The rally paused in the final days of trading as stocks digested their gains and investors assessed weak retail sales and industrial production reports and a rise in continuing jobless claims. 6 This Week: Key Economic Data Tuesday: Existing Home Sales. Did you know there are some tax considerations when starting a new hobby?

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 2, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

NOVEMBER 27, 2023

This Week: Key Economic Data Monday: New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Tuesday: Consumer Confidence. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 9, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. .”

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. .

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

OCTOBER 31, 2022

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. Get tax help.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

JULY 10, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. .

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 11, 2023

Thursday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. In addition, they must report all yearly tips on their tax returns.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

JANUARY 8, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. .

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

NOVEMBER 13, 2023

Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 4, 2023

Investors also welcomed news of solid spending in early holiday sales reports. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. .

Marketing 105

Marketing Marketing Economics Taxes 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

Darrow Wealth Management

NOVEMBER 7, 2024

Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and tax planning opportunities. Cash flow: Depending on the type of equity you have, exercising can be challenging given tax implications and having cash to buy the stock.

Taxes 83

Taxes Wealth Management Wealth Advisor Tax Planning 83

Cornerstone Financial Advisory

AUGUST 7, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. .”

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

AUGUST 1, 2022

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. ” – Steve Jobs.

Marketing 104

Marketing Marketing Taxes Economics 104

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

Harness Wealth

MARCH 29, 2023

Councilor, Buchanan & Mitchell is a full-service accounting and advisory firm in the Mid-Atlantic region in the Harness Wealth Advisor network. Below are some insights from Richard Morris, Executive Vice President and Director of Tax Services, and Alex Seleznev, Senior Investment Advisor and Chief Operating Officer of MBI, LLC.

Tax Planning 52

Tax Planning Taxes Planning Marketing 52

Cornerstone Financial Advisory

OCTOBER 30, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change.

Marketing 90

Marketing Marketing Economics Taxes 90

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. You have until Dec. 31 to harvest the losses,” says Parnell.

Taxes 40

Taxes Portfolio Management Sales Portfolio 40

Carson Wealth

JANUARY 5, 2023

Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. Traditional 401(k)s, 403(b)s, and IRAs offer a tax deferral on contributions and growth until distribution. To prevent individuals from taking advantage of the tax-deferred growth in perpetuity, there are certain rules in place.

Distribution 98

Distribution Retirement Planning Taxes 98

Cornerstone Financial Advisory

DECEMBER 16, 2024

Retail Sales. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. This information is not a substitute for individualized tax advice.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 25, 2024

New Home Sales. Pending Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. This information is not a substitute for individualized tax advice.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 22, 2024

That and a stronger-than-expected holiday retail sales report put pressure on stock prices. December retail sales came in strong, +0.6% It should not be considered a solicitation for the purchase or sale of the securities. The return and principal value of investments will fluctuate as market conditions change. .

Marketing 64

Marketing Marketing Economics Taxes 64

Cornerstone Financial Advisory

JANUARY 17, 2023

Retail Sales. Friday: Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Tax Benefits For Charitable Giving. Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59