Cornerstone Financial Advisory

MARCH 27, 2023

4 The official announcement hinted that the Fed might soon be done with raising rates while also stating it was too early to ascertain the degree to which the economy could slow from the current banking strains. Source: Econoday, March 24, 2023 The Econoday economic calendar lists upcoming U.S. IRS.gov, 2023 7.

Marketing 59

Marketing Marketing Taxes Banking 59

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. Institute for Supply Management (ISM) Services Index.

Marketing 59

Marketing Marketing Taxes Economics 59

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. 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.

Marketing 59

Marketing Marketing Taxes Investment Advisor 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. economy expanded at a 2.9% Source: Econoday, January 27, 2023 The Econoday economic calendar lists upcoming U.S. GDP Report The U.S. growth rate.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

FEBRUARY 27, 2023

However, members diverged on the economy, with some members finding the risk of recession elevated. 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. The Wall Street Journal, February 24, 2023 2.

Economics 59

Economics Taxes Investment Advisor Investing 59

Cornerstone Financial Advisory

JULY 17, 2023

Lower-than-forecast inflation on both consumer prices and producer prices sparked investor optimism that inflation may be able to fall further without tipping the economy into recession and provide the basis for the Fed to moderate its more hawkish rate hike stance. The Wall Street Journal, July 14, 2023 2. Core producer price rose 2.6%

Marketing 52

Marketing Marketing Economics Taxes 52

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. Source: Econoday, March 10, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, March 10, 2023 2. Retail Sales.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. To put that in perspective, Nvidia’s market cap is now roughly the same size as Canada’s economy. ” – August Wilson Be On Alert For IRS Scams This tax season, the IRS expects an uptick in tax-related scams.

Marketing 91

Marketing Marketing Economics Taxes 91

Cornerstone Financial Advisory

MARCH 11, 2024

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. IRS.gov, November 02, 2023 9. 4,5 Source: YCharts.com, March 9, 2024.

Marketing 83

Marketing Marketing Insurance Taxes 83

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. 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.

Compliance 87

Compliance Budgeting Accounting Insurance 87

Cornerstone Financial Advisory

MARCH 4, 2024

Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. Finally, the PCE report also reflected an ongoing consumer shift from goods to services—a sign the economy continues to normalize after the pandemic.

Marketing 77

Marketing Marketing Economics Taxes 77

Cornerstone Financial Advisory

APRIL 29, 2024

The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. percent economists expected and less than Q4 2023. The GDP report seemed to support the Goldilocks economy theory—not too hot, but not too cool—a story investors have favored this year. Stocks Bounce Back.

Marketing 52

Marketing Marketing Taxes Economics 52

Truemind Capital

JANUARY 16, 2024

Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. The debt yields have declined across the yield curve maturities in the developed economies.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. The interactive tax assistant tool can also help to determine your filing status and any relevant credits you should (or should not) claim. IRS.gov, September 6, 2023 6.

Marketing 87

Marketing Marketing Taxes Economics 87

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Instead, investors interpreted it as confirmation of a robust economy. For tax purposes, it’s critical to divide the expenses of a property into personal and business purposes. In addition, rental income may be subject to a net investment income tax. IRS.gov, September 25, 2023 5. 2 Source: YCharts.com, February 3, 2024.

Marketing 85

Marketing Marketing Taxes Economics 85

Brown Advisory

NOVEMBER 28, 2022

Meanwhile, the global economy has been deeply impacted by the confluence of all of these events; the most significant near-term result, in our view, has been the return of inflation as a truly global economic threat for the first time in decades.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

Meanwhile, the global economy has been deeply impacted by the confluence of all of these events; the most significant near-term result, in our view, has been the return of inflation as a truly global economic threat for the first time in decades. With that backdrop, we highlight several positive factors: Income Tax.

Planning 52

Planning Taxes Clients Strategic Planning 52

Trade Brains

APRIL 2, 2023

This was primarily due to the lack of economies of scale in our country which is required to bring down the cost of chemicals at international prices. Economies of scale make a big difference in chemicals as by-products of one plant become raw materials for other plants. SRF has a high return on equity of 20.05% in the 3-year period.

Pharmaceutical 52

Pharmaceutical Manufacturing Sales Economy 52

David Nelson

SEPTEMBER 26, 2022

We know it won’t be when the economy begins to regain traction. If history is any guide the launch will be well in advance of a turn in the economy. Fed Fund Futures confirmed that slow assent pricing in less than one percent by February 2023. Investing is a combination of science and art. by the middle of next year.

Economy 98

Economy Assets Valuation Investing 98

James Hendries

AUGUST 5, 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. If a recession comes—probably a 50-50 proposition for the first half of 2023—it will likely be mild. All index data from FactSet.

Marketing 52

Marketing Marketing Valuation Economy 52

Investing Caffeine

FEBRUARY 1, 2023

in Q4 ), generationally low unemployment (3.5%), and relatively stable earnings (see chart below) all point to a stable economy with the ability to navigate a soft landing. China’s new reopening of the economy and Europe’s seeming ability of dodging a recession provide additional evidence for a soft landing scenario.

Economy 59

Economy Economics CFP Investing 59

Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.

Investing 52

Investing Investments Valuation Clients 52

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. If a recession comes—probably a 50-50 proposition for the first half of 2023—it will likely be mild. All index data from FactSet.

Clients 52

Clients Marketing Marketing Valuation 52

Investing Caffeine

APRIL 1, 2022

The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. The short answer is that companies are making money hand over fist and the economy remains strong (3.6% They certainly could, but valuations remain attractive given where interest rates currently stand. www.Sidoxia.com.

Economy 59

Economy Economics Valuation Investing 59

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. And speaking of the.com implosion, like Microsoft via a case study where we, in previous strategies, we held Microsoft for a very long time, that’s where the valuation could help us in the.com bus. Really fascinating guy.

Valuation 130

Valuation Investing Investments Assets 130

Nationwide Financial

AUGUST 15, 2022

Institutional investors and hedge funds remain conservatively positioned, share buyback activity will accelerate as earnings season ends, and companies front-run the excise tax next year. China’s economy unexpectedly weakened in July, as continued Covid pressure impacted consumer and business spending.

Marketing 52

Marketing Marketing Retail Food 52

Dear Mr. Market

MARCH 17, 2024

We still like Energy this year and that is especially so with it being one of the most beaten down economic sectors from 2023. EOG is poised to breakout and trades at bargain valuation of about nine times earnings (relative to the S&P at 23 times earnings and a touch under the overall energy sector of 12 times earnings).

Investing 105

Investing Investments Portfolio Assets 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. IRS.gov, April 7, 2023.

Marketing 98

Marketing Marketing Taxes Economics 98

James Hendries

JANUARY 20, 2023

The key question coming into this earnings season is whether the pessimism surrounding 2023 earnings has gone too far. economy grew at a solid 3.2% and European economies, currency effects, and some mitigation of profit margin pressures from cost controls and lower inflation. economy may “muddle through” and skirt recession.

Marketing 52

Marketing Marketing Economy Economics 52

Cornerstone Financial Advisory

FEBRUARY 12, 2024

economy has come into the spotlight. An analysis conducted by The Wall Street Journal recently proposed that the economy’s resilience could be attributed, at least in part, to the productivity driven by the technology sector. This tax tip is for informational purposes only and is not a replacement for real-life advice.

Marketing 98

Marketing Marketing Economics Taxes 98

Cornerstone Financial Advisory

MARCH 25, 2024

He added that if the economy keeps on its current course, that the FOMC would likely “begin dialing back policy restraint at some point this year.” This information is not intended to be a substitute for specific, individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional.

Marketing 97

Marketing Marketing Taxes Economics 97

Cornerstone Financial Advisory

MAY 6, 2024

Then, on Friday, stocks pushed higher after the April jobs report indicated that unemployment ticked up and the economy slowed. This information is not intended to be a substitute for specific, individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JANUARY 22, 2024

The week was full of economic news that suggested continued resilience in the economy, which may add complexity to the Fed’s next decision. Thursday: Gross Domestic Product, Advance estimate of Q4 and Year 2023. You can also choose not to claim exclusion, in which case you must report the gain on your tax return.

Marketing 64

Marketing Marketing Economics Taxes 64

Cornerstone Financial Advisory

APRIL 8, 2024

economy created 303,000 jobs in March—higher than economists’ expectations—while unemployment dropped slightly to 3.8 This information is not intended to be a substitute for specific, individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional. IRS.gov, May 17, 2023 8.

Marketing 52

Marketing Marketing Economics Taxes 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

It’s actually quite instructive to look at this depiction of 2015 from our current 2023 perspective. 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 in 2024?

Assets 59

Assets Investing Investments Marketing 59

Cornerstone Financial Advisory

MAY 13, 2024

Stocks were still basking in the afterglow of fresh jobs data, which eased investor concerns of an overheating economy. If you receive Social Security benefits, you may have to pay federal income tax on some of these benefits. This information is not intended to be a substitute for specific, individualized tax advice.

Marketing 52

Marketing Marketing Economics Taxes 52

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. That said, earnings targets will be very tough to reach in 2023 if high inflation lingers. Estimates for this year look reasonable, 2023 have to come down. decline.

Marketing 52

Marketing Marketing Valuation Economics 52