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. .”

Marketing 86

Marketing Marketing Taxes Economics 86

Cornerstone Financial Advisory

OCTOBER 2, 2023

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 93

Marketing Marketing Taxes Economics 93

Cornerstone Financial Advisory

OCTOBER 23, 2023

Source: Econoday, October 20, 2023 The Econoday economic calendar lists upcoming U.S. ABBV), Exxon Mobil Corporation (XOM), Chevron Corporation (CVX), Colgate-Palmolive Company (CL) Source: Zacks, October 20, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, October 20, 2023 2.

Marketing 88

Marketing Marketing Taxes Economics 88

Darrow Wealth Management

NOVEMBER 17, 2022

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M. They paid $300,000 for the house.

Taxes 95

Taxes Wealth Management Tax Planning Planning 95

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. This information is not intended to substitute for specific individualized tax advice.

Marketing 92

Marketing Marketing Medicine Taxes 92

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. .

Marketing 84

Marketing Marketing Taxes Economics 84

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

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

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

AUGUST 21, 2023

Source: Econoday, August 18, 2023 The Econoday economic calendar lists upcoming U.S. DLTR) Source: Zacks, August 18, 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. New Home Sales.

Marketing 52

Marketing Marketing Economics Taxes 52

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

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. ” – Charlotte Brontë Need Last Year’s Tax Returns? Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 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. State taxes may apply to inheritances.)

Marketing 59

Marketing Marketing Insurance Taxes 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. This information is not intended to substitute for specific individualized tax advice. The Wall Street Journal, April 6, 2023 2. FOMC Minutes.

Marketing 59

Marketing Marketing Taxes Economics 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

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

MAY 22, 2023

Source: Econoday, May 19, 2023 The Econoday economic calendar lists upcoming U.S. WDAY) Source: Zacks, May 19, 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 4, 2023 8.

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. . IRS.gov, 2023 7.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 24, 2023

Source: Econoday, July 21 , 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 21 , 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 20, 2023.

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. .” Jobless Claims.

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

APRIL 3, 2023

Source: Econoday, March 31, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, March 31, 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 Economics 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. . New Home Sales.

Marketing 59

Marketing Marketing Taxes Banking 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. .”

Marketing 59

Marketing Marketing Taxes Economics 59

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

APRIL 17, 2023

Source: Econoday, April 14, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, April 14, 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. Thursday: Jobless Claims.

Marketing 59

Marketing Marketing Medical 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

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. A QCD is a nontaxable distribution made directly by the trustee of an IRA to organizations that are eligible to receive tax-deductible contributions.

Marketing 59

Marketing Marketing Taxes Distribution 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. . Thursday: Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 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

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

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

JANUARY 9, 2023

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. . CNBC, January 5, 2023.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JANUARY 23, 2023

Source: Econoday, January 20, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, January 20, 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 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. .” Retail Sales.

Marketing 59

Marketing Marketing Economics Taxes 59

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 82

Taxes Investment Advisor Numbers Investing 82