Cornerstone Financial Advisory

FEBRUARY 12, 2024

3 Source: YCharts.com, February 10, 2024. Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. AMAT), Deere & Company (DE) Source: Zacks, February 8, 2024 Companies mentioned are for informational purposes only. Retail Sales. Jobless Claims.

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Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MAY 28, 2024

2 Source: YCharts.com, May 25, 2024. Source: Investors Business Daily – Econoday economic calendar; May 23, 2024 The Econoday economic calendar lists upcoming U.S. DELL), Dollar General Corporation (DG) Source: Zacks, May 23, 2024 Companies mentioned are for informational purposes only. Fed Official Raphael Bostic speaks.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MARCH 4, 2024

2 Source: YCharts.com, March 2, 2024. Source: Investors Business Daily – Econoday economic calendar; February 27, 2024 The Econoday economic calendar lists upcoming U.S. KR) Source: Zacks, February 27, 2024 Companies mentioned are for informational purposes only. percent in January versus December—and 2.4

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Marketing Marketing Economics Taxes 90

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. Thursday: Jobless Claims. Consumer Price Index.

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Marketing Marketing Taxes Economics 96

Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. This strong report did not negatively impact the markets.

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Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

MAY 21, 2024

Source: YCharts.com, May 18, 2024. Source: Investors Business Daily – Econoday economic calendar; May 17, 2024 The Econoday economic calendar lists upcoming U.S. INTU) Source: Zacks, May 17, 2024 Companies mentioned are for informational purposes only. Meanwhile, the bellwether 10-year Treasury yield fell to 4.35

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MAY 13, 2024

4,5 Source: YCharts.com, May 11, 2024. Source: Investors Business Daily – Econoday economic calendar; May 10, 2024 The Econoday economic calendar lists upcoming U.S. AMAT), Deere & Company (DE) Source: Zacks, May 10, 2024 Companies mentioned are for informational purposes only. Import & Export Prices.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 22, 2024

1,2 On Tuesday, remarks from Fed Chair Jerome Powell indicated a shift in thinking—from being confident to not-so-confident about interest rate cuts in 2024. 5 Source: YCharts.com, April 20, 2024. Source: Investors Business Daily – Econoday economic calendar; April 18, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

APRIL 29, 2024

5 Source: YCharts.com, April 27, 2024. Source: Investors Business Daily – Econoday economic calendar; April 23, 2024 The Econoday economic calendar lists upcoming U.S. Source: Zacks, April 23, 2024 Companies mentioned are for informational purposes only. Free File has most of the necessary forms when filing your taxes.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MAY 6, 2024

3 Source: YCharts.com, May 4, 2024. Source: Investors Business Daily – Econoday economic calendar; May 2, 2024 The Econoday economic calendar lists upcoming U.S. EMR) Source: Zacks, May 2, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, May 3, 2024 2. CNBC.com, May 1, 2024 3.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 15, 2024

4 Source: YCharts.com, April 13, 2024. The start of Q1 earnings season reinforced inflation concerns as several leading money center banks—despite many beating expectations—forecasted lower growth for the remainder of 2024 due partly to inflation and higher-than-expected rates. 5,6 This Week: Key Economic Data Monday: Retail Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 2, 2024

Remember that past performance does not guarantee future results, and individuals cannot invest directly in an index. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. When sold, investments may be worth more or less than their original cost.

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Taxes Investment Advisor Numbers Investing 99

Cornerstone Financial Advisory

APRIL 1, 2024

All three of the major averages posted gains for Q1 2024. 4 Source: YCharts.com, March 30, 2024. Source: Investors Business Daily – Econoday economic calendar; March 27, 2024 The Econoday economic calendar lists upcoming U.S. The return and principal value of investments will fluctuate as market conditions change.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 8, 2024

3 Source: YCharts.com, April 6, 2024. Source: Investors Business Daily – Econoday economic calendar; April 2, 2024 The Econoday economic calendar lists upcoming U.S. C), State Street Corporation (STT) Source: Zacks, April 2, 2024 Companies mentioned are for informational purposes only. CNBC.com, April 3, 2024 5.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JANUARY 22, 2024

1,2,3 Tech stocks drove the Thursday rally, with the S&P and Nasdaq recouping their 2024 losses. Source: YCharts.com, January 20, 2024. Source: Investor’s Business Daily, Econoday economic calendar; January 19, 2024 The Econoday economic calendar lists upcoming U.S. Durable Goods Orders. Jobless Claims. Housing Starts.

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Marketing Marketing Economics Taxes 64

Ballast Advisors

AUGUST 16, 2023

The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). HSA contributions and earnings may or may not be subject to state taxes.) What’s changed for 2024?

Accounting 52

Accounting Numbers Medical Taxes 52

Ballast Advisors

NOVEMBER 14, 2023

Here’s a look at some of the costs that will apply in 2024. in 2024, $9.80 in 2024, $9.80 Part D premiums vary, but the average basic monthly premium for 2024 is projected to be $34.50 (up from $32.09 in 2024, down from $56.49 For 2024, this deductible is $240 (up from $226 in 2023).

Insurance 52

Insurance Taxes Planning Medical 52

Ballast Advisors

NOVEMBER 27, 2023

Here are some things to consider as you weigh potential tax moves between now and the end of the year. Defer income to next year Consider opportunities to defer income to 2024, particularly if you think you may be in a lower tax bracket then. Doing so may enable you to postpone payment of tax on the income until next year.

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Taxes Retirement Planning Distribution Retirement 40

Ballast Advisors

SEPTEMBER 22, 2023

The IRS has announced guidance for the home energy audit tax credit. Fortunately, there is a federal income tax credit available equal to 30% of the amount paid for home energy audits, up to $150 per tax year. If you claim the credit, the home energy audit should be kept as part of your tax records.

Taxes 40

Taxes Certification Investment Advisor Communication 40

Cornerstone Financial Advisory

DECEMBER 18, 2023

The combination of the FOMC signaling three rate cuts in 2024 and dovish comments by Fed Chair Powell led to a sharp drop in bond yields and a spike in stock prices, with the Dow Industrials closing above 37,000 and setting an all-time high. The return and principal value of investments will fluctuate as market conditions change.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Fed Signals Rate Hike As expected, the Fed held interest rates steady but surprised many investors by signaling another rate hike before year-end and suggesting that rates may need to remain high through 2024. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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Marketing Marketing Taxes Economics 110

Cornerstone Financial Advisory

NOVEMBER 27, 2023

They further said that future rate decisions will be based on fresh economic data, offering no indication that a rate cut was forthcoming, as many analysts are increasingly anticipating for 2024. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 101

Marketing Marketing Taxes Economics 101

WiserAdvisor

MARCH 13, 2024

Below are 5 Pillars of retirement planning that should be a part of your retirement plan: Pillar 1: Investment planning Investment planning is one of the most vital pillars of retirement planning, as it offers a roadmap to align your financial resources with your risk appetite and long-term goals.

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Retirement Planning Retirement Planning Estate Planning 105

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. He is another Investopedia top 10 advisor on our list, having been selected four times. billion in client assets.

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Financial Advisor CFP Financial Services Education 52

Discipline Funds

DECEMBER 20, 2023

Calculate your 2023 after tax income and expected after tax 2024 income. Compare this to your 2023 expenses and expected 2024 expenses. 2023 was a good year for high risk instruments and no one, I mean no one, knows what 2024 will entail. Kill high interest rate debts. Avoid chasing performance.

Financial Planning 73

Financial Planning Planning Asset Allocation Retirement Planning 73

Indigo Marketing Agency

JANUARY 24, 2024

Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. He is another Investopedia top 10 advisor on our list, having been selected four times. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Which leads me to the troubling conundrum of investing in foreign stocks. investors as we move into 2024. This bias is really just a subspecies of “familiarity bias,” meaning that investors tend to be more confident in investing in things they know better or have more contact with than things that are more distant.

Assets 59

Assets Investing Investments Marketing 59

Carson Wealth

JANUARY 5, 2023

Qualified retirement plans – such as 401(k)s, 403(b)s and IRAs – offer clear tax advantages. Traditional 401(k)s, 403(b)s, and IRAs offer a tax deferral on contributions and growth until distribution. To prevent individuals from taking advantage of the tax-deferred growth in perpetuity, there are certain rules in place.

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Distribution Retirement Planning Taxes 98

WiserAdvisor

FEBRUARY 19, 2024

As a couple aged 65 in 2023, you may need approximately $315,000 saved (after tax) to cover your healthcare expenses. To mitigate this risk, you must invest in health insurance and long-term care insurance. Secondly, the HSA provides distinct tax advantages, making it an attractive component of a comprehensive retirement plan.

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Retirement Retirement Planning Healthcare Estate Planning 66

Cornerstone Financial Advisory

SEPTEMBER 26, 2022

in 2023, without any rate cut likely until 2024. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. Tax-Deductible Educator Expenses. by year-end.

Marketing 59

Marketing Marketing Education Taxes 59

WiserAdvisor

MARCH 22, 2024

It also discusses how much you should save for retirement per month as well as different investment options you should explore to have a comfortable retirement. Understand the role of inflation and investment returns Inflation gradually erodes the value of money, diminishing its purchasing power over time.

Retirement 52

Retirement Retirement Planning Financial Advisor Planning 52

Carson Wealth

DECEMBER 27, 2022

The SECURE Act of 2019 made sweeping changes to required minimum distributions , with the most prudent change being that most non-spousal inherited retirement accounts are required to be withdrawn over 10 years rather than stretching distributions out to avoid heavy tax liabilities. The SECURE 2.0 This is capped at $5,000 per year.

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Retirement Retirement Planning Distribution Taxes 98

Ballast Advisors

AUGUST 23, 2023

However, due to an extensive redesign of the FAFSA, the filing season for the 2024-2025 school year will be delayed until December. For the 2023-2024 school year, rates have increased again and are now the highest in a decade. This material is for informational purposes only and should not be considered investment advice.

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