Cornerstone Financial Advisory

JANUARY 23, 2023

Compared to November-December 2021, sales increased by 5.3%, below the 6 to 8% increase expected by The National Retail Federation. While this tax credit can be a great benefit for employers, there have been third parties promoting improper ERC claims. The information in this material is not intended as tax or legal advice.

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Cornerstone Financial Advisory

MAY 15, 2023

year-over-year gain and the lowest recording since January 2021. Married filing jointly: If a taxpayer is married, they can file a joint tax return with their spouse. Married filing separately: Married couples can choose to file separate tax returns when doing so may result in more favorable treatment. Industrial Production.

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Cornerstone Financial Advisory

JULY 11, 2022

The Small Business Health Care Tax Credit. In an effort to extend health care benefits to more people, the IRS introduced the small business healthcare tax credit. 35% of premiums paid for small tax-exempt employers. This information is not intended to be a substitute for specific, individualized tax advice. Helen Keller.

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Cornerstone Financial Advisory

JANUARY 30, 2023

.” – Werner Herzog Finding The Goldilocks Tax Withholding Just like how Goldilocks had to try the porridge that was too hot and then the one that was too cold before she found one that was just right, you need to find the amount of tax withholding that’s not too much or too little for your circumstances. CNBC, January 26, 2023 5.

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Cornerstone Financial Advisory

DECEMBER 5, 2022

Here are some quick facts about both of them: A traditional IRA is a tax-advantaged personal savings plan where contributions may be tax deductible. Generally, the money in a traditional IRA isn’t taxed until it’s withdrawn. Qualified distributions to a Roth IRA are tax-free. WebMD, May 6, 2021.

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Cornerstone Financial Advisory

JANUARY 3, 2023

What Is The Premium Tax Credit? The premium tax credit (PTC) is a refundable credit that helps eligible individuals and families cover the premiums for their health insurance purchased through the Health Insurance Marketplace. Not filing a tax return using the filing status Married Filing Separately. ” – Adam Smith.

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Cornerstone Financial Advisory

JULY 17, 2023

year-over-year–its lowest level since October 2021. This information is not intended to substitute for specific individualized tax advice. We suggest you discuss your specific tax issues with a qualified tax professional. The information in this material is not intended as tax or legal advice.

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James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. Remember stock valuations are inversely correlated to inflation and interest rates. So a P/E over 20 is probably too rich.

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James Hendries

FEBRUARY 27, 2023

That date will likely be in the summer or early fall, depending on tax receipts and other factors. The government uses a combination of revenue, mostly through taxes, and additional borrowing to pay its current bills—including Social Security, Medicare, and military salaries—as well as the interest and principal on outstanding debt.

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Large cap has pulled off that same feat over the last five years, finishing first in 2019, 2021 and once again in 2023. I could pull out some socio-economic Jenga pieces that include the high valuation of the U.S. dollar, relative valuations, political uncertainty, the national debt, the 2024 elections, etc.,

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ClearMoney

DECEMBER 5, 2021

The UK Financial Conduct Authority cited a number of concerns as it prohibited the sale of “cryptoasset” investment products to retail investors last year. But those in search of a sound investment should consider the concerns of the Financial Conduct Authority above before joining the excitement.

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James Hendries

JANUARY 20, 2023

Pushing in the other direction is the 1–2% hit to S&P 500 earnings expected this year as a result of the tax increases in the Inflation Reduction Act (which, as we’ve shared in the past, won’t do much to lower inflation this year). It is also a major component used to calculate the price-to-earnings valuation ratio.

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ClearMoney

NOVEMBER 4, 2021

Exhibit 4 shows marked inconsistency in valuation characteristics for the three largest US equity momentum funds during the value premium rally of late 2020 through early 2021. Price-to-book ratios for all three surged briefly in the fourth quarter of 2020 before dropping precipitously during the second quarter of 2021.

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ClearMoney

DECEMBER 14, 2021

This differentiates systematic investing from traditional indexing, which typically seeks to deliver market returns, and traditional active investing, which may seek outperformance by identifying so-called mispriced securities or timing markets. 6“An Exceptional Value Premium,” Insights (blog), Dimensional Fund Advisors, October 2020.

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The Big Picture

DECEMBER 6, 2022

I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? You have the liquidity, the tax efficiency, the transparency. We had really good 2021 in terms of inflows. And at the end of 2021, we’re talking about $120 billion — RITHOLTZ: Wow. I mean, just in the U.S.,

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SEI

SEPTEMBER 17, 2022

Just switching to the investment advisor segment, you recently hired Gabriel Garcia to lead the company's RIA custody business and strategy. That's always a challenge in the advisor business because of tax issues, because you're dealing with taxable investors. Rajiv Bhatia: Got it. That's helpful.

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