Cornerstone Financial Advisory

OCTOBER 23, 2023

Existing home sales are on track to record their slowest year since 2011. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

James Hendries

FEBRUARY 27, 2023

We continue to believe the chances that Congress will fail to raise the debt ceiling before the x date remain extremely low, but current political dynamics have likely increased the risk and there are some negative consequences to even an eleventh hour agreement, as we saw in 2011. S&P has maintained that AA+ rating since 2011.

Marketing 52

Marketing Marketing Government Economy 52

Cornerstone Financial Advisory

MARCH 6, 2023

Last week’s riddle: About 90% of this country’s land area is made up of arid tan desert, yet its flag was once solid green (until 2011) – in fact, at one time it was the only nation in the world with a flag containing just one color. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

FEBRUARY 27, 2023

Tip adapted from CDC.gov 8 About 90% of this country’s land area is made up of arid tan desert, yet its flag was once solid green (until 2011) – in fact, at one time it was the only nation in the world with a flag containing just one color. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Economics 59

Economics Taxes Investment Advisor Investing 59

James Hendries

AUGUST 15, 2022

As shown in Figure 2 , the 90% level has historically signaled the start of new bull markets coming off of major lows such as 2009, 2011, 2018-2019, and 2020. It is also a major component used to calculate the price-to-earnings valuation ratio. This indicator reached 87% on August 11, very close to that 90% trigger.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

SEPTEMBER 20, 2022

Because of the ever higher Fed rate hike expectations, the yield on the 10-year Treasury security has increased by nearly 200 bp this year after increasing around 100 bp in 2020 and is at the highest level since 2011 [Figure 1]. It is also a major component used to calculate the price-to-earnings valuation ratio.

Marketing 52

Marketing Marketing Banking Economy 52

Brown Advisory

NOVEMBER 12, 2015

You will pay taxes on a Roth conversion at today’s tax rates, but because there are no minimum required distributions from Roth IRAs, you can choose to retain funds invested in a tax-free environment and reduce your AGI in coming years to reduce the impact of the NII tax on future investment income. Conclusion.

Planning 52

Planning Taxes Distribution Medical 52