Cornerstone Financial Advisory

DECEMBER 11, 2023

Weekly Market Insights: Stocks Spark Late Week Rally A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. Source: Econoday, December 8, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, December 8, 2023 2. IRS.gov, May 1, 2023 7.

Marketing 87

Marketing Marketing Taxes Economics 87

Cornerstone Financial Advisory

OCTOBER 9, 2023

Source: Econoday, October 6, 2023 The Econoday economic calendar lists upcoming U.S. BLK) Source: Zacks, October 6, 2023 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. Jobless Claims.

Marketing 86

Marketing Marketing Taxes Economics 86

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Source: Econoday, November 24, 2023 The Econoday economic calendar lists upcoming U.S. DELL) Source: Zacks, November 24, 2023 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. Jobless Claims.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

AUGUST 7, 2023

Consumer Sentiment Source: Econoday, August 4, 2023 The Econoday economic calendar lists upcoming U.S. OKE) Wednesday: The Walt Disney Company (DIS) Source: Zacks, August 4, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, August 4, 2023 2. The Wall Street Journal, August 4, 2023 3.

Marketing 92

Marketing Marketing Medicine Taxes 92

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Source: Econoday, September 1, 2023 The Econoday economic calendar lists upcoming U.S. KR) Source: Zacks, September 1, 2023 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 87

Marketing Marketing Economics Taxes 87

Cornerstone Financial Advisory

JULY 10, 2023

Source: Econoday, July 7 , 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 7 , 2023 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 6, 2023.

Marketing 90

Marketing Marketing Taxes Economics 90

Cornerstone Financial Advisory

APRIL 3, 2023

Banking Crisis Fears Dim; Markets Rally Presented by Cornerstone Financial Advisory, LLC Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names. Source: Econoday, March 31, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 17, 2023

After reports of a more pronounced slowdown in producer prices on Thursday, stocks surged higher, with technology and communication services companies leading the charge. Source: Econoday, April 14, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, April 14, 2023 2. Copyright 2023 FMG Suite.

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

AUGUST 21, 2023

Source: Econoday, August 18, 2023 The Econoday economic calendar lists upcoming U.S. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) DLTR) Source: Zacks, August 18, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, August 18, 2023 2.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 24, 2023

Source: Econoday, July 21 , 2023 The Econoday economic calendar lists upcoming U.S. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Source: Zacks, July 21 , 2023 Companies mentioned are for informational purposes only.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MAY 22, 2023

Source: Econoday, May 19, 2023 The Econoday economic calendar lists upcoming U.S. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) WDAY) Source: Zacks, May 19, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, May 19, 2023 2. Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 19, 2023

5 The Fed raised its 2023 economic growth forecast to 1%, up from its March forecast of 0.4%. Source: Econoday, June 16, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 16, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, June 16, 2023. Jobless Claims.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 28, 2023

Source: Econoday, August 25, 2023 The Econoday economic calendar lists upcoming U.S. VMW) Source: Zacks, August 25, 2023 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. Jobless Claims.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JANUARY 9, 2023

The Fed has communicated that it’s looking for weakening in the labor market before it can feel confident higher rates are working to slow inflation. Source: Econoday, January 6, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, January 6, 2023 Companies mentioned are for informational purposes only.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JUNE 12, 2023

Stocks rose again the following day, holding onto their gains, with the S&P 500 hitting a new closing high for 2023. Source: Econoday, June 9, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 9, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, June 9, 2023.

Marketing 59

Marketing Marketing Insurance Taxes 59

Cornerstone Financial Advisory

JANUARY 23, 2023

Source: Econoday, January 20, 2023 The Econoday economic calendar lists upcoming U.S. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Source: Zacks, January 20, 2023 Companies mentioned are for informational purposes only.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 14, 2023

Source: Econoday, August 11, 2023 The Econoday economic calendar lists upcoming U.S. PANW), Deere & Company (DE) Source: Zacks, August 11, 2023 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 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MAY 30, 2023

Source: Econoday, May 26, 2023 The Econoday economic calendar lists upcoming U.S. DELL) Source: Zacks, May 26, 2023 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 24, 2023 5.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 3, 2023

Source: Econoday, June 30, 2023 The Econoday economic calendar lists upcoming U.S. LEVI) Source: Zacks, June 30, 2023 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 28, 2023.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 31, 2023

5 Recession Deferred Expectations of a recession were high coming into 2023. Source: Econoday, July 28 , 2023 The Econoday economic calendar lists upcoming U.S. EOG) Source: Zacks, July 28 , 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, July 28, 2023. CNBC, July 28, 2023.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MARCH 27, 2023

Source: Econoday, March 24, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, March 24, 2023 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, 2023 7.

Marketing 59

Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

APRIL 10, 2023

Source: Econoday, April 7, 2023 The Econoday economic calendar lists upcoming U.S. PNC) Source: Zacks, April 7, 2023 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, April 4, 2023 5.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 8, 2023

Source: Econoday, May 5, 2023 The Econoday economic calendar lists upcoming U.S. APD) Wednesday: Occidental Petroleum Corporation (OXY), The Walt Disney Company (DIS) Source: Zacks, May 5, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, May 5, 2023 2. The Wall Street Journal, May 3, 2023.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 1, 2023

Source: Econoday, April 28, 2023 The Econoday economic calendar lists upcoming U.S. D), Source: Zacks, April 28, 2023 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, April 27, 2023 5.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 17, 2023

Source: Econoday, July 14 , 2023 The Econoday economic calendar lists upcoming U.S. UAL), Capital One Financial Corporation (COF) Friday: American Express Company (AXP) Source: Zacks, July 14 , 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, July 14, 2023 2. IRS.gov, February 15, 2023 8.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

FEBRUARY 6, 2023

Source: Econoday, February 3, 2023 The Econoday economic calendar lists upcoming U.S. ORLY). Source: Zacks, February 3, 2023 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 Investment Advisor 59

Cornerstone Financial Advisory

FEBRUARY 13, 2023

Source: Econoday, February 10, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, February 10, 2023 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. Housing Starts.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 17, 2023

Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, January 13, 2023 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, January 12, 2023.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

FEBRUARY 27, 2023

Source: Econoday, February 24, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, February 24, 2023 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.

Economics 59

Economics Taxes Investment Advisor Investing 59

Cornerstone Financial Advisory

FEBRUARY 20, 2023

Source: Econoday, February 17, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, February 17, 2023 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, 2023 7.

Marketing 59

Marketing Marketing Taxes Distribution 59

Cornerstone Financial Advisory

MARCH 20, 2023

Source: Econoday, March 17, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, March 17, 2023 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 2023 FMG Suite.

Marketing 59

Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

JANUARY 30, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. Source: Econoday, January 27, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, January 27, 2023 2. CNBC, January 26, 2023 5.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MARCH 13, 2023

Source: Econoday, March 10, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, March 10, 2023 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 2023 FMG Suite.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MARCH 6, 2023

Source: Econoday, March 3, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, March 3, 2023 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 2023 FMG Suite.

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 survey was conducted in January and February 2023.

Retirement 52

Retirement Taxes Planning Accounting 52

Ballast Advisors

NOVEMBER 27, 2023

If you itemize deductions, making payments for deductible expenses such as qualifying interest, state taxes, and medical expenses before the end of the year (instead of paying them in early 2024) could make a difference on your 2023 return. This material is for informational purposes only and should not be considered investment advice.

Taxes 40

Taxes Retirement Planning Distribution Retirement 40

Cornerstone Financial Advisory

JANUARY 3, 2023

FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. Copyright 2023 FMG Suite. Registered Representative, Securities offered through Cambridge Investment Research, Inc., Copyright © 2023.

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Marketing Marketing Taxes Economics 59