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Adviser links: the authenticity of human connection

Abnormal Returns

podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. investmentnews.com) The 2023 Charles Schwab RIA Benchmarking Study are out. marknewfield.substack.com) Why open communication is vital when it comes to inheritance dynamics. finance.yahoo.com) Family offices are vacuuming up talent.

Valuation 193
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Weekly Insights – December 25, 2023

Cornerstone Financial Advisory

Source: Econoday, December 22, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 22, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, December 22, 2023 2. The Wall Street Journal, December 22, 2023 3. The Wall Street Journal, December 22, 2023 4.

Taxes 100
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Weekly Market Insights – December 18, 2023

Cornerstone Financial Advisory

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. The Wall Street Journal, December 15, 2023 2. The Wall Street Journal, December 15, 2023 3. The Wall Street Journal, December 15, 2023 4.

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Weekly Market Insights – October 23, 2023

Cornerstone Financial Advisory

Source: Econoday, October 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), The Wall Street Journal, October 20, 2023 2. The Wall Street Journal, October 20, 2023 3.

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Weekly Market Insights – November 6, 2023

Cornerstone Financial Advisory

Source: Econoday, November 3, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 3, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, November 3, 2023. The Wall Street Journal, November 3, 2023. The Wall Street Journal, November 3, 2023.

Marketing 101
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Weekly Market Insights – October 30, 2023

Cornerstone Financial Advisory

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.

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Weekly Market Insights – November 20, 2023

Cornerstone Financial Advisory

Source: Econoday, November 17, 2023 The Econoday economic calendar lists upcoming U.S. ADI) Wednesday: Deere & Company (DE) Source: Zacks, November 17, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, November 17, 2023. The Wall Street Journal, November 17, 2023. FOMC Minutes.