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. This information is not intended to substitute for specific individualized tax advice. The Wall Street Journal, September 22, 2023 2.

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Marketing Marketing Taxes Economics 110

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.

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Marketing Marketing Economics Taxes 103

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. There are some important tax tips to know to set yourself up for success. The Wall Street Journal, November 24, 2023. Jobless Claims.

Marketing 101

Marketing Marketing Taxes Economics 101

Cornerstone Financial Advisory

JUNE 5, 2023

4,5 In line with these strong numbers, the Department of Labor reported 339,000 new jobs were added in May. Source: Econoday, June 2, 2023 The Econoday economic calendar lists upcoming U.S. Here’s How To Pay If you owe federal taxes, you may be required to pay by the April deadline. The Wall Street Journal, June 2, 2023.

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Marketing Marketing Taxes Electronics 103

Nerd's Eye View

NOVEMBER 4, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). While private valuations have soared in recent years, public markets continue to be less kind to RIAs.

Financial Planner 180

Financial Planner Financial Advisor Retirement Planning Medical 180

Nerd's Eye View

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.

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Financial Planner Retirement Planning Financial Planning Budgeting 223

Harness Wealth

MARCH 3, 2023

How do taxes work in a tender offer? A Stripe liquidity event is coming Rumors of a Stripe IPO began circling in 2021, after a $600 million Series H financing round pushed the company’s valuation to a massive $95 billion. All of this is to say that a Stripe IPO date is not something you should expect for 2023. tender offer).

Taxes 52

Taxes Valuation Startup Sales 52

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. Thursday: Jobless Claims. Existing Home Sales.

Marketing 59

Marketing Marketing Taxes Economics 59

Abnormal Returns

FEBRUARY 27, 2023

msn.com) S&P 500 companies could do $1 trillion in buybacks in 2023. wsj.com) Taxes on share buybacks are a speed bump. axios.com) Job number one for CEOs is capital allocation. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations.

Startup 130

Startup Financial Advising Valuation Economy 130

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. FOMC Minutes. Thursday: Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 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 99

Taxes Investment Advisor Numbers Investing 99

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. If necessary, apply for an Employer Identification Number (EIN): An EIN is used to identify a business structure outside a personal identification number.

Marketing 52

Marketing Marketing Economics Taxes 52

Harness Wealth

MARCH 9, 2023

Reddit is planning an IPO for the second half of 2023. Though these numbers may seem impressive on their own, Reddit still lags far behind other social platforms like Facebook, Snapchat, Twitter, and others, whose advertising revenues all already surpass $1 billion per quarter. However, Fidelity later reduced the valuation to $6.6

Planning 52

Planning Taxes Advertising Tax Planning 52

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. Tax Benefits For Charitable Giving. You can even use the Interactive Tax Assistant on the IRS website to see if your charitable contribution is deductible.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

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. ” – Mariah Carey Be On Alert For IRS Scams The Internal Revenue Service is on a constant lookout for tax-related scams. IRS.gov, April 24, 2023 5.

Marketing 59

Marketing Marketing Taxes Economics 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. These relationships face different tax situations. May’s new home sales, which rose 21.7%–the

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

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

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. Yet some tax benefits reward the philanthropic. IRS.gov, 2023 7.

Marketing 59

Marketing Marketing Taxes Distribution 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. Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from having a better understanding of how their work affects their taxes.

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. 4 Beneath the headline number, the personal consumption expenditures price index (the Fed’s preferred measure of inflation) rose 3.2%. GDP Report The U.S.

Marketing 59

Marketing Marketing Economics Taxes 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. ” – Pablo Neruda Can You Claim The Child Tax Credit For Other Dependents? Dependents who have individual taxpayer identification numbers.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 1, 2023

The business inventory investment slowdown reduced the headline GDP number by 2.26%. 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. Economists had expected first-quarter GDP growth to come in at 2%.

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. Wednesday: Retail Sales. Housing Starts.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 17, 2023

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. Source: Zacks, April 14, 2023 Companies mentioned are for informational purposes only. We suggest you discuss your specific tax issues with a qualified tax professional.

Marketing 59

Marketing Marketing Medical Economics 59

Dear Mr. Market

MARCH 11, 2023

Click here or below to enlarge and see the entire bracket for 2023. In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year. IBM loses to QCOM based on valuation.

Investing 105

Investing Investments Portfolio Assets 105

Cornerstone Financial Advisory

MARCH 6, 2023

1,2,3 Stocks Resume Climb After rebounding to start the week, stocks weakened following higher inflation numbers out of Europe and higher-than-expected manufacturing activity. Source: Econoday, March 3, 2023 The Econoday economic calendar lists upcoming U.S. ” – Steve Jobs Outstanding Tax Bill? Thursday: Jobless Claims.

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. Answer: The number 7 on most telephone keypads. year-over-year.

Marketing 52

Marketing Marketing Economics Taxes 52

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. 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. CNBC, January 5, 2023.

Marketing 59

Marketing Marketing Economics Taxes 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. Source: Zacks, January 20, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, January 20, 2023 2.

Marketing 59

Marketing Marketing Economics Taxes 59

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Cornerstone Financial Advisory

MARCH 13, 2023

Labor market strength in a Friday report exacerbated rate-hike anxieties, though cooling wage gains balanced an above-consensus new jobs number. 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. Retail Sales.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JANUARY 8, 2024

The interactive tax assistant tool can also help to determine your filing status and any relevant credits you should (or should not) claim. Giving an incorrect account number can delay your refund even further. This information is not intended to substitute for specific individualized tax advice. IRS.gov, September 6, 2023 6.

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Marketing Marketing Taxes Economics 96

The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

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Valuation Education Government Numbers 289

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. ” – August Wilson Be On Alert For IRS Scams This tax season, the IRS expects an uptick in tax-related scams. Demand that you immediately pay your taxes over the phone. Take a debit or credit card number over the phone.

Marketing 102

Marketing Marketing Economics Taxes 102

Zoe Financial

JULY 17, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 17, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Main reason for market enthusiasm has to do with the inflation numbers for June. 25% rally over the last 9 months for stocks, mainly driven by valuation expansion. for the week.

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Marketing Marketing Financial Advisor Wealth Advisor 52