Nerd's Eye View

OCTOBER 21, 2022

Social Security COLA for 2023. We also have a number of articles on insurance and annuities: As the number of RIA-friendly annuity products increases, advisors remain sharply divided regarding their value for clients. How advisors can help clients review their Medicare coverage as the annual open enrollment period begins.

Financial Planner 220

Financial Planner Retirement Planning Retirement Insurance 220

Nerd's Eye View

MARCH 8, 2024

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Financial Planner 245

Financial Planner Asset Allocation Clients Risk Management 245

The Big Picture

SEPTEMBER 26, 2024

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” An inquiry into how critics stumble, Ted Gioia, January 30, 2023 10.

Numbers 333

Numbers Communication Media Investing 333

Nerd's Eye View

APRIL 12, 2024

Also in industry news this week: A recent study indicates that advisors charging clients on a monthly subscription basis hiked their fees by an average of 6% in 2023, raising the salience of how advisors can most effectively communicate fee increases to clients A survey suggests that while financial advisors are increasingly aware of Artificial Intelligence (..)

Financial Planner 246

Financial Planner Insurance Recruitment Financial Planning 246

Cornerstone Financial Advisory

OCTOBER 2, 2023

However, beneath the headline number, consumer spending was cut to a 0.8 Source: Econoday, September 29, 2023 The Econoday economic calendar lists upcoming U.S. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. In 2023, the standard mileage rate is 65.5 cents per mile.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

4,5 Finally, the government’s monthly employment report showed the number of nonfarm payroll gains continued to decelerate in August, while June and July estimates were revised lower by 110,000. Source: Econoday, September 1, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, August 25, 2023 2.

Marketing 105

Marketing Marketing Economics Food 105

Cornerstone Financial Advisory

OCTOBER 30, 2023

1,2,3 Source: YCharts, October 23, 2023 to October 27, 2023. Source: Econoday, October 27, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 27, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, October 27, 2023 2. CNBC, October 26, 2023 5.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Source: Econoday, September 22, 2023 The Econoday economic calendar lists upcoming U.S. NKE) Source: Zacks, September 22, 2023 Companies mentioned are for informational purposes only. Instead of counting just the number of calories, you count the macronutrients, including proteins, carbs, and fats. Copyright 2023 FMG Suite.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 16, 2023

PPI, CPI Updates The disinflationary trend appears to be stalling if the inflation numbers are any indication. Source: Econoday, October 13, 2023 The Econoday economic calendar lists upcoming U.S. One large, 12-week study found that a daily garlic supplement reduced the number of colds by 63% compared to a placebo.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S. NKE) Source: Zacks, December 15, 2023 Companies mentioned are for informational purposes only. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 20, 2023

1,2,3 Stocks March Higher A better-than-anticipated consumer inflation number on Tuesday sent bond yields sharply lower, igniting a powerful, exceptionally broad-based rally that saw 91% of all New York Stock Exchange volume advancing in price and a similarly substantial advance (85%) on the NASDAQ. CNBC, November 14, 2023.

Marketing 105

Marketing Marketing Taxes Economics 105

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. Apply for an Employer Identification Number (EIN): An EIN is used to identify a business. The Wall Street Journal, November 24, 2023.

Marketing 105

Marketing Marketing Taxes Economics 105

Trade Brains

SEPTEMBER 19, 2023

Among evolving markets with market participants, cryptocurrency exchanges have also increased in number for the easy usage of digital currency markets with well-built technology and trust. Cryptography:- It is a method to secure information and communication from unauthorised access by the process of encryption.

Accounting 116

Accounting Marketing Marketing Engineering 116

Good Financial Cents

DECEMBER 14, 2022

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. What makes finance different from other business disciplines is its focus on numbers. 12 Highest Paying Jobs in Finance.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Good Financial Cents

DECEMBER 10, 2022

Our 25 Best Ways to Make Money Online in 2023. And while it’s possible to earn cash, an increasing number of survey services compensate you in points, which are redeemable for prizes or gifts. Skills Needed: Excellent voice and communication skills, an eye for relevant content, basic knowledge of video equipment.

Risk Tolerance 112

Risk Tolerance Media Investing Investments 112

Trade Brains

APRIL 8, 2023

India was facing an inadequate supply of semiconductor chips in the global market which has severely affected the supply of a number of goods such as cars, laptops, and phones. The post Best Semiconductor Stocks in India To Watch Out For in 2023 appeared first on Trade Brains. How Will PLI Scheme Help Semiconductor Industry?

Manufacturing 96

Manufacturing Electronics Government Communication 96

Calculated Risk

JANUARY 4, 2023

No participants anticipated that it would be appropriate to begin reducing the federal funds rate target in 2023. Participants discussed a number of risk-management considerations related to the conduct of monetary policy. Participants reaffirmed their strong commitment to returning inflation to the Committee's 2 percent objective.

Risk Management 130

Risk Management Economics Numbers Communication 130

Ballast Advisors

AUGUST 16, 2023

Here are the updated key tax numbers relating to HSAs for 2023 and 2024. Broadridge Investor Communication Solutions, Inc. When you reach age 65, you can withdraw money from your HSA for any purpose; such a withdrawal would be subject to income tax if not used for qualified medical expenses, but not the 20 percent penalty.

Accounting 52

Accounting Numbers Medical Taxes 52

FMG

JANUARY 31, 2023

She’s breaking down what content marketing analytics are, how to start tracking them and the three metrics advisors need to be tracking, Average engagement time Number of unique pageviews Top-visited pages Give it a read and boost your strategy! Kickstart your email marketing strategy in 2023 with these handy tips.

Financial Advisor 52

Financial Advisor Media Communication Clients 52

Cornerstone Financial Advisory

JANUARY 2, 2024

Weekly Market Insights: S&P Ends 2023 Up 24% Stocks posted a slight gain last week amid a shortage of news and light holiday trading. 1,2,3 Source: YCharts.com, December 30, 2023. 1,2,3 Source: YCharts.com, December 30, 2023. Source: Econoday, December 29, 2023 The Econoday economic calendar lists upcoming U.S.

Taxes 104

Taxes Numbers Investment Advisor Investing 104

Indigo Marketing Agency

DECEMBER 9, 2022

Are you ready for a successful 2023? Indigo Marketing Agency specializes in helping financial advisors like you with their marketing, growth, and communication strategy. Let’s talk about your upcoming goals for 2023 and what you should be doing from a marketing perspective to help you make them a reality. Join us today!

Marketing 52

Marketing Marketing Financial Advisor Communication 52

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. 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. The Wall Street Journal, April 6, 2023 2.

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. A weak retail sales number on Friday shaved the gains to close out the week. Source: Econoday, April 14, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

JANUARY 9, 2023

However, stocks staged a powerful rally on Friday despite another strong job number, partly due to a deceleration in wage growth. 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. The Wall Street Journal, January 6, 2023.

Marketing 59

Marketing Marketing Economics Taxes 59

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

Darrow Wealth Management

NOVEMBER 17, 2022

Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023. Importantly, this new surtax won’t just apply to perennial high earners.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

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. Here are some to get you started: Eat more whole foods (set a particular number based on your lifestyle). The Wall Street Journal, January 13, 2023.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Investors also cheered a stronger-than-forecast retail sales report and a modest increase in core producer prices, overlooking a higher-than-expected headline number. Source: Econoday, September 15, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, September 15, 2023. CNBC, September 14, 2023.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 23, 2023

5,6 Many economists viewed these lackluster numbers as evidence of a weakening consumer. 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),

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

FEBRUARY 20, 2023

The year-over-year inflation number (6.4%) came in lower than December’s 12-month rise of 6.5%, making it the seventh consecutive month of declining year-over-year inflation. Year-over year, producer prices rose 6.0%, a slight improvement from December’s number. The Wall Street Journal, February 17, 2023 2. IRS.gov, 2023 7.

Marketing 59

Marketing Marketing Distribution Taxes 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. 4 Beneath the headline number, the personal consumption expenditures price index (the Fed’s preferred measure of inflation) rose 3.2%. CNBC, January 26, 2023 5.

Marketing 59

Marketing Marketing Economics Taxes 59

Good Financial Cents

JANUARY 11, 2023

Being a financial analyst at a bank requires more than just crunching numbers. Excellent communication and interpersonal skills. The post The 8 Highest-Paying Jobs in Major Banks for 2023 appeared first on Good Financial Cents®. Financial Analyst. Average Salary: $91,580 per year. Detail-oriented, analytical mindset.

Banking 96

Banking Budgeting Recruitment Portfolio Management 96

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. Take a debit or credit card number over the phone. The Wall Street Journal, May 26, 2023 2. The Wall Street Journal, May 26, 2023 3.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 19, 2023

year-over-year (the lowest 12-month number in two years), and producer prices increased 1.1% 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. The Wall Street Journal, June 16, 2023.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JUNE 26, 2023

The number of new home starts in May (1.63 Source: Econoday, June 23, 2023 The Econoday economic calendar lists upcoming U.S. MKC) Source: Zacks, June 23, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, June 23, 2023. The Wall Street Journal, June 23, 2023. from a year ago.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

FEBRUARY 13, 2023

The concern was that the surprise job number would change Powell’s outlook coming out of the last FOMC meeting. 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. Copyright 2023 FMG Suite.

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