Cornerstone Financial Advisory

NOVEMBER 28, 2022

Source: Econoday, November 25, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 25, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Copyright © 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

DECEMBER 12, 2022

Source: Econoday, December 9, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 9, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, December 9, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

DECEMBER 5, 2022

Source: Econoday, December 2, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 2, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. IRS.gov, July 11, 2022.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

SEPTEMBER 26, 2022

Source: Econoday, September 23, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 23, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. New Home Sales.

Marketing 59

Marketing Marketing Education Taxes 59

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

Source: Econoday, September 2, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 2, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Copyright © 2022.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

NOVEMBER 21, 2022

Source: Econoday, November 18, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 18, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Copyright © 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 10, 2022

Source: Econoday, October 7, 2022. Source: Zacks, October 7, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The Wall Street Journal, October 7, 2022. The Wall Street Journal, October 7, 2022. CNBC, October 3, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

Source: Econoday, September 16, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 16, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Copyright © 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 3, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week. Source: Econoday, September 30, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 30, 2022 Companies mentioned are for informational purposes only. IRS.gov, February 23, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 15, 2022

Source: Econoday, August 12, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 12, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, August 10, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 12, 2022

Source: Econoday, September 9, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 9, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Copyright © 2022.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

AUGUST 22, 2022

Source: Econoday, August 19, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 19, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. IRS.gov, April 21, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

James Hendries

JULY 21, 2022

How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). The sources of turbulence are clear.

Clients 52

Clients Investment Advisor License Financial Advice 52

Cornerstone Financial Advisory

AUGUST 29, 2022

Source: Econoday, August 26, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 26, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. .” Factory Orders.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 17, 2022

Source: Econoday, October 14, 2022. Source: Zacks, October 14, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The Wall Street Journal, October 14, 2022. The Wall Street Journal, October 14, 2022. CNBC, October 13, 2022.

Marketing 52

Marketing Marketing Taxes Economics 52

James Hendries

DECEMBER 12, 2022

Even after another dizzying year, as 2022 proved to be. If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about setting ourselves up for what comes next as the economy and markets find their way back to steadier ground—even if the adjustment period continues.

Clients 52

Clients Economy Investment Advisor Insurance 52

Cornerstone Financial Advisory

JUNE 21, 2022

Source: Econoday, June 17, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 17, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, June 16, 2022.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JUNE 27, 2022

Source: Econoday, June 24, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 24, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Copyright 2022 FMG Suite.

Marketing 52

Marketing Marketing Taxes Education 52

Cornerstone Financial Advisory

JULY 18, 2022

Source: Econoday, July 15, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 15, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. .” Copyright © 2022.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 11, 2022

Source: Econoday, July 8, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 8, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, July 8, 2022.

Marketing 52

Marketing Marketing Taxes Economics 52

Brown Advisory

APRIL 20, 2022

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

James Hendries

JULY 13, 2022

Dear Valued Investor, As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. real GDP growth to be around 2% in 2022. This may come to pass, especially if a recession can be averted in 2022 as we expect. Despite the market volatility, many portions of the U.S. Should the U.S.

Clients 52

Clients Investment Advisor Economy License 52

Cornerstone Financial Advisory

OCTOBER 24, 2022

Source: Econoday, October 21, 2022. Source: Zacks, October 21, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The due dates as of 2022 are April 30 for Q1, July 31 for Q2, October 31 for Q3, and January 31 for Q4.

Marketing 45

Marketing Marketing Taxes Investment Advisor 45

The Big Picture

MAY 11, 2023

Our 2022 FP had attendees from all over the country and the world, with an average age far younger than the typical financial conference. This year, we are upping the ante — we took all of 2022 attendee feedback & smart suggestions and made this year’s event even better. Its only 4 months away! I am super jazzed about FP23!

Wealth Management 152

Wealth Management Portfolio Management Management Investment Advisor 152

Abnormal Returns

JANUARY 26, 2023

bloomberg.com) NEA is becoming a registered investment advisor. pionline.com) Economy Q4 2022 GDP was solid, but two leading indicators point toward recession. (wsj.com) Startups Stripe is set to go public in the next twelve months. wsj.com) Startups are pulling out all the stops to avoid down-rounds.

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Startup Financial Advising Investment Advisor Insurance 200

James Hendries

OCTOBER 4, 2022

Dear Valued Investor, In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. Insurance products are offered through LPL or its licensed affiliates.

Clients 52

Clients Investment Advisor Economy License 52

James Hendries

SEPTEMBER 8, 2022

The market rebound and overall bullish sentiment began in earnest when Federal Reserve (Fed) Chairman Jerome Powell suggested at the late July Fed meeting that the trajectory of interest rate hikes could ease later in 2022. Stocks climbed dramatically, and the S&P 500 Index recorded its largest post meeting rally ever recorded.

Clients 52

Clients Investment Advisor License Economics 52

James Hendries

AUGUST 15, 2022

Estimates for the second half of 2022 and 2023 have come down as expected, but with expectations so low, stocks generally rallied on results even as estimate were cut. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Clients 52

Clients Marketing Marketing Valuation 52

James Hendries

NOVEMBER 3, 2022

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

Bell Investment Advisors

MARCH 15, 2023

I’m a portfolio manager here at Bell Investment Advisors. The first is 2022 investment performance. Then, I’m going to be discussing inflation and interest rates and how those affect the value of your investments. Slide 4: 2022: U.S. Slide 5: 2022 in Review: Bonds 08:47 Onto bonds. stock market.

Marketing 52

Marketing Marketing Investing Investments 52

The Big Picture

MARCH 31, 2023

Embattled First Republic Bank is no longer searching for a buyer as investment advisors and company executives seek to repair the company’s balance sheet before any sale might take place, FOX Business has learned. ( private equity lender in 2022 and was “Lender of the Year” according to M&A Advisor.

Banking 152

Banking Math Distribution Investment Advisor 152

James Hendries

JULY 26, 2022

And third, import prices have moderated since the beginning of 2022 and as import prices slow, we expect consumer prices to eventually reflect the slowdown in import prices. The year 2022 started out with import prices rising very quickly on a monthly basis. Second, strength in the U.S. What was keeping inflation elevated?

Marketing 52

Marketing Marketing Manufacturing Insurance 52

Indigo Marketing Agency

JANUARY 17, 2022

To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022. Mike Shedlock Mike “Mish” Shedlock is a registered investment advisor for SitkaPacific Capital Management.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

SEI

AUGUST 23, 2022

Tue, 08/23/2022 - 10:09. Independent broker-dealer advisors. Advisor (IAS). SEI’s Advisor business supports approximately $29 billion in independent RIA assets in custody through the SEI Private Trust Company as of March 31, 2022. Citywire: SEI hires longtime custody exec Gabe Garcia. Business growth and scale.

Media 52

Media Investment Advisor Investing Investments 52

Bell Investment Advisors

FEBRUARY 2, 2023

Clients may recall a political debate surrounding a “technical recession” after two negative GDP reports during the first half of 2022. The strong economic finish to 2022, however, seems to have put that debate to rest. for the full 2022 calendar year. The post A Bit of Optimism appeared first on Bell Investment Advisors.

Investment Advisor 52

Investment Advisor Economy Economics Numbers 52

Cornerstone Financial Advisory

JANUARY 3, 2023

Source: Econoday, December 30, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 30, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 59

Marketing Marketing Taxes Economics 59

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. The information in these materials may change at any time and without notice.

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Retirement Taxes Planning Accounting 52