Cornerstone Financial Advisory

OCTOBER 9, 2023

When Treasury yields hit their highest level since 2007 on Tuesday, stock prices dropped, leaving the Dow Industrials in negative territory for the year. WFC), The PNC Financial Services Group, Inc. This information is not intended to substitute for specific individualized tax advice. JPM), UnitedHealth Group, Inc.

Marketing 102

Marketing Marketing Taxes Economics 102

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. I could do my own taxes. RITHOLTZ: Right.

Management 217

Management Investing Investments Assets 217

Brown Advisory

JULY 1, 2016

If the long-term return on one’s investments is, say, 6% and inflation is 2%, then (ignoring taxes and expenses) a 4% annual draw would preserve the portfolio’s purchasing power for future generations. McKinsey points out that the after-tax profit margin of publicly traded North American companies increased from 5.6%

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

If the long-term return on one’s investments is, say, 6% and inflation is 2%, then (ignoring taxes and expenses) a 4% annual draw would preserve the portfolio’s purchasing power for future generations. McKinsey points out that the after-tax profit margin of publicly traded North American companies increased from 5.6%

Investing 52

Investing Investments Portfolio Assets 52