Cornerstone Financial Advisory

JULY 25, 2022

As the week progressed, stocks gained momentum as earnings results poured in from different sectors of the economy, showing that businesses were navigating higher inflation and slowing growth better than investors feared. Source: Econoday, July 22, 2022. Source: Zacks, July 22, 2022. This Week: Key Economic Data. Jobless Claims.

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Cornerstone Financial Advisory

AUGUST 8, 2022

economy added 528,000 jobs in July, doubling the consensus expectation of 258,000. Leisure and hospitality, professional and business services, and healthcare lead the way in reported job gains, as seen in most sectors of the economy. Source: Econoday, August 5, 2022 The Econoday economic calendar lists upcoming U.S.

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Cornerstone Financial Advisory

JULY 11, 2022

Recession fears were supported by an inversion in the yield curve and updated second-quarter Gross Domestic Product projections indicating the economy is ready to contract. Source: Econoday, July 8, 2022 The Econoday economic calendar lists upcoming U.S. The Small Business Health Care Tax Credit. CNBC, July 8, 2022.

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Cornerstone Financial Advisory

OCTOBER 24, 2022

was scrapping its tax cut plans. . Investors were approaching the new earnings season with a fair amount of trepidation amid an environment of higher interest rates and a slowing economy. Source: Econoday, October 21, 2022. Source: Zacks, October 21, 2022. What To Know About Excise Tax As A Business Owner.

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James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. in September, temporarily breaking below the June 2022 closing low. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing.

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James Hendries

AUGUST 15, 2022

with a Schumer-Manchin agreement on a climate-healthcare-tax bill and some inflation data that added to the evidence that inflation has peaked. economy contracted for the second straight quarter. Given the slowing economy, intense cost pressures, and a strong U.S. There was even a surprise out of Washington D.C.,

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James Hendries

AUGUST 15, 2022

We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person.

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James Hendries

OCTOBER 11, 2022

A stimulus packed government ‘mini budget’ announcement that included significant unfunded tax cuts sent sterling spiraling to an all-time low of $1.035 per pound, see Figure 1 , as currency markets panicked about the U.K.’s government backtracking on some of the tax cuts) but have been edging up again in the past few days.

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James Hendries

JULY 13, 2022

Market participants remained on edge due to high inflation and the risk that the Federal Reserve over-tightens monetary policy to combat it, potentially sending the economy into recession. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. After an 8.4%

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James Hendries

JULY 6, 2022

trillion more in checkable deposits on March 31, 2022 than at the end of 2019 before the pandemic. as of March 31, 2022, below the pre-pandemic lows going back to 1980. economy will avoid recession. The administration wants the federal tax holiday, which would take 18.4 compared with 6 million unemployed people.

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James Hendries

AUGUST 30, 2022

The numerous challenges last quarter included a slowing economy, intensifying inflation pressures, ongoing global supply chain disruptions, and a surging U.S. Estimated profit margins for the second half of 2022 did indeed come down as companies reported, but not dramatically so. annualized according to the Atlanta Federal Reserve.

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Ballast Advisors

AUGUST 18, 2023

The percentage of workers who felt at least somewhat confident in their ability to afford retirement plummeted nine percentage points, from 73% in 2022 to just 64% in 2023. For retirees, the drop was four percentage points — from 77% in 2022 to 73% in 2023. Broadridge Investor Communication Solutions, Inc.

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Cornerstone Financial Advisory

MAY 22, 2023

The first positive sign was an increase in home builder sentiment that put the National Association of Home Builders Housing Market Index’s confidence level at the midpoint for the first time since July 2022. People involved in the gig economy earn income as freelancers, independent workers, or employees. An unexpected 2.2%

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James Hendries

NOVEMBER 8, 2022

With the economy exhibiting low growth and generationally high inflation, these additional factors point to the House very likely flipping with some possibility of a wave election for Republicans. These runoffs do happen: In 2022 both Georgia Senate seats went to a runoff, as did Georgia Senate election in 1992 and 2008.

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Cornerstone Financial Advisory

JANUARY 17, 2023

Sustained declines in inflation, a rate hike cycle nearing an end, and a resilient economy that may avoid recession resulted in a broad-based rally. Tax Benefits For Charitable Giving. Giving back to others feels good and is a great way to support your community and those in need, but it also has tax advantages.

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Cornerstone Financial Advisory

FEBRUARY 27, 2023

However, members diverged on the economy, with some members finding the risk of recession elevated. An authorized representative can represent you in interviews, audits, appeals, and tax collection disputes with the IRS and in court. This information is not intended to be a substitute for specific individualized tax advice.

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Cornerstone Financial Advisory

JULY 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Cornerstone Financial Advisory, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. IRS.gov, October 18, 2022. CNBC, June 28, 2023.

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Cornerstone Financial Advisory

MARCH 13, 2023

4 Powell’s Congressional Testimony Fed Chair Powell last week testified on Capitol Hill during which he acknowledged that the economy was running hotter than he had expected. IRS.gov, October 11, 2022 6. The return and principal value of investments will fluctuate as market conditions change. a Registered Investment Advisor.

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Cornerstone Financial Advisory

JANUARY 30, 2023

economy expanded at a 2.9% ” – 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.

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Cornerstone Financial Advisory

JULY 17, 2023

1,2,3 Inflation Sparks Stocks Back-to-back positive inflation reports emboldened investors, sending stocks to their highest levels since April 2022. 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.

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James Hendries

JANUARY 20, 2023

economy grew at a solid 3.2% pace in the third quarter of 2022, while Europe has held up better than we anticipated, thanks in large part to falling natural gas prices. and European economies, currency effects, and some mitigation of profit margin pressures from cost controls and lower inflation. And don’t forget the U.S.

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks powered out of the toxic storm of ever-rising interest rates and inflation into a the spectacular market rebound of 2023 as the prospects of a soft(er) landing for the economy grew more probable. Large Caps outperformed Developed ex-US stocks in every year but two (2017 and 2022). Large Cap, Developed ex-U.S.

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WiserAdvisor

DECEMBER 29, 2022

For instance, say you earned a 6% capital yield from a stock in 2022. Inflation increases year-on-year and is defined as the rise in the prices of goods and services in an economy. For instance, if you had a child in 2022 and are preparing for their college fund, you have another 18 years to accumulate the funds.

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The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. Tremendous track record, unusual background comes from computer science and software and, and pivoted into quantitative investing. But then it didn’t in the, when the tech bubble burst, it didn’t last year in 2022.

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ClearMoney

JANUARY 4, 2022

And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility. Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed. All rights reserved. 10As of Sept.

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Sara Grillo

MARCH 13, 2023

ETFS can be thought of as a wrapper around an investment strategy. There are so many that when you talk about ETFs you are really talking about what is happening with the economy on a macro level. But in 2022, stocks and bonds went down together and displayed high correlation, suggesting a failure of modern portfolio theory.

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The Big Picture

JULY 11, 2023

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. I could do my own taxes. RITHOLTZ: Right. The vest is the new uniform. JOHNSON: Just do it.

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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’re literally looking for structural shifts in the economy, think of robotics and artificial intelligence, cybersecurity, cloud computing. BERRUGA: Yeah.

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The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

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The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Hey, show me companies where the board has at least two women on it, or you could tilt towards value, or you could tilt towards small cap, or you can use it for tax loss harvesting or philanthropy.

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SEI

SEPTEMBER 17, 2022

Fri, 09/16/2022 - 13:30. We would like to welcome everybody to the 2022 Morningstar Behind the Moat Conference. We're pleased to have with us again SEI Investments' CEO, Ryan Hicke. Just switching to the investment advisor segment, you recently hired Gabriel Garcia to lead the company's RIA custody business and strategy.

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