Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 6,7 Source: YCharts.com, October 26, 2024. The return and principal value of investments will fluctuate as market conditions change.

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Cornerstone Financial Advisory

DECEMBER 23, 2024

Weekly Market Insights | December 23rd, 2024 Powell Signal Leaves Investors Cold Stocks were under pressure last week as the Fed Chair’s hawkish comments unsettled investors ahead of the holiday season. 6,7 Source: YCharts.com, December 21, 2024. Source: Zacks, December 16 , 2024. Investing.com, December 20, 2024 3.

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Cornerstone Financial Advisory

NOVEMBER 11, 2024

Weekly Market Insights | November 11th, 2024 Stocks Surge Post-Election; Fed Cuts Quarter Point Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. 8 Source: YCharts.com, November 9, 2024.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. Source: YCharts.com, November 2, 2024. ABNB) Source: Zacks, November 1, 2024. Investing.com, November 1, 2024 3.

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Marketing Marketing Taxes Economics 52

Darrow Wealth Management

NOVEMBER 4, 2024

For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest. Hybrid firms can switch between their status as a registered investment advisor and brokerage, which can be problematic for individuals seeking unbiased financial advice.

Financial Advisor 80

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 80

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. 6 Source: YCharts.com, November 16, 2024. INTU), Deere & Company (DE) Source: Zacks, November 15, 2024.

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XY Planning Network

DECEMBER 11, 2023

This post dives into key details and what you need to know as we head towards 2024 to ensure you’re compliant. Unless your firm is registered with the SEC, your business is likely subject to the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act.

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Investment Advisor Investing Investments Fee Only 109

Investment Writing

JUNE 18, 2025

Investment managers’ quarterly investment letters should be meaningful to clients, specific to the manager, and short. These are the key conclusions I drew from my quarterly investment letter survey that I conducted some years ago. Needs to reflect the voice of the investment team not marketing fluff.

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Investing Investments Clients Management 52

Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. 6 Source: YCharts.com, November 30, 2024. Consumer Sentiment.

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Marketing Marketing Economics Taxes 52

Nerd's Eye View

JULY 8, 2024

After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) We look forward to continuing the journey with you through the rest of 2024! interest rates, and relatively little new tax legislation (yet).

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Ethics Education Financial Advice Taxes 239

Cornerstone Financial Advisory

DECEMBER 9, 2024

Weekly Market Insights | December 9th, 2024 Markets Mixed; Jobs Back on Track Stocks were mixed during the first trading week of December. 6,7,8 Source: YCharts.com, December 7, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; December 6, 2024 The Econoday economic calendar lists upcoming U.S.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 30, 2024

Weekly Market Insights | December 30th, 2024 Holiday Spending Up Stocks notched a slight gain over the holiday week. 4,5 Source: YCharts.com, December 28, 2024. percent in 2024, compared with 3.1 GBX) Source: Zacks, December 27 , 2024. When sold, investments may be worth more or less than their original cost.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. Source: Investors Business Daily – Econoday economic calendar; February 19, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

3 Source: YCharts.com, February 17, 2024. While the Fed has indicated short-term rates may trend lower in 2024, the January inflation reports support Fed Chair Powell’s recent comments that the Fed is in no hurry to cut rates. Source: Zacks, February 15, 2024 Companies mentioned are for informational purposes only.

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

3,4 Source: YCharts.com, March 16, 2024. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. DRI) Source: Zacks, March 13, 2024 Companies mentioned are for informational purposes only. EIA Petroleum Status Report. Thursday: Jobless Claims.

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

4 Source: YCharts.com, March 23, 2024. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. WBA) Source: Zacks, March 19, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 22, 2024 2.

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 29, 2024

4 Source: YCharts.com, January 27, 2024. Source: Investors Business Daily – Econoday economic calendar; January 26, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Fed Balance Sheet.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 11, 2024

4,5 Source: YCharts.com, March 9, 2024. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. GETY) Source: Zacks, March 2, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 8, 2024 2.

Marketing 103

Marketing Marketing Insurance Taxes 103

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. CNBC.com, February 9, 2024 4.

Marketing 105

Marketing Marketing Economics Taxes 105

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. CNBC.com, January 29, 2024 2. EIA Petroleum Report.

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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. The Wall Street Journal, February 29, 2024 2.

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Marketing Marketing Economics Taxes 101

Trade Brains

JUNE 7, 2025

percent year-on-year (YoY) to Rs 15,66,623 crores in March 2025, up from Rs 13,69,713 crores in March 2024. percent from Rs 15,29,699 crores in December 2024. percent YoY to Rs 11,16,637 crores in March 2025 from Rs 9,83,325 crores in March 2024. Investing in equities poses a risk of financial losses. Deposits grew by 14.4

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Banking Assets Accounting Investments 64

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. The Wall Street Journal, January 5, 2024 2.

Marketing 98

Marketing Marketing Taxes Economics 98

Trade Brains

OCTOBER 18, 2024

billion in May 2024 to $16.41 billion in August 2024. The company emphasized its ongoing investments in AI capabilities and digital transformation services, areas where it sees continued strong demand. revenue increase from June to September 2024, with revenue rising from 62,613 crore to 64,259 crore (in rupee terms).

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Consulting Investment Advisor Investments Investing 98

Trade Brains

JUNE 14, 2025

trillion in 2024, it is forecasted to grow to USD 1.21 Written by Abhishek Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses. Please consult your investment advisor before investing.

Transportation 93

Transportation Government Investment Advisor Consulting 93

Trade Brains

AUGUST 17, 2024

Recently, Nithin Kamath, Co-founder of Zerodha, a leading stockbroker in India, highlighted a significant challenge in the Indian financial market: the relatively low number of SEBI-registered investment advisors (RIAs) and research analysts (RAs). Here are the latest statistics from official sources. appeared first on Trade Brains.

Investment Advisor 52

Investment Advisor Investing Investments Numbers 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 Numbers Investment Advisor Investments 104

Trade Brains

JUNE 12, 2025

on December 30, 2024. on August 28, 2024. on November 25, 2024. Written by Sridhar J Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses. It reached its previous all-time high of Rs.

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Healthcare Manufacturing Medical Engineering 59

Trade Brains

JUNE 19, 2025

As of 2024, total assets held by public sector banks stood at Rs. 11,09,730 crore in 2024. Written by Shivani Singh Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses. 1,09,52,458 crore.

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Trade Brains

JUNE 7, 2025

lakh crore for 2024-25, according to a recent report by the Confederation of Indian Industry (CII) and global consultancy firm KPMG. lakh crore in 2024-25 to an estimated Rs. This share is expected to rise from 27 percent in 2024-25 to 40 percent by 2047, indicating higher investments in infrastructure, technology, and weapon systems.

Budgeting 105

Budgeting Electronics Manufacturing Engineering 105

Financial Symmetry

FEBRUARY 20, 2025

At the end of 2024, the 10 largest companies in the S&P 500 Index made up 37.3% Data from 12/31/1989 12/31/2024. Data for Panel A and Panel B from 3/1/2008 12/31/2024. At the end of 2024, these were the largest seven companies in the U.S. Data from 12/31/2022 12/31/2024. Data from 1971 2024.

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Marketing Marketing Valuation Commission 67

Trade Brains

NOVEMBER 5, 2024

This article explores firms with significant order books relative to their market capitalization, offering insights into their business performance and investment potential. 1330 at 03:02 pm on Tuesday, November 05, 2024. Infra’s order book for June 2024, the company shows a strong position with Rs. core in Solar projects.

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Engineering Marketing Marketing Transportation 52

Trade Brains

NOVEMBER 3, 2024

Moreover, their strong financial performance and consistent dividend history make them attractive investment options. The announcement date was October 28, 2024, with a record date of November 8, 2024, and the ex-dividend date also on November 8, 2024. REC has announced an interim dividend of ₹4.00

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Distribution Sales Investments Investing 52

Trade Brains

JUNE 19, 2025

This is the second such notice, following a previous one in October 2024. Written By Rohan Pandey Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses.

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Trade Brains

NOVEMBER 6, 2024

Shareholding Pattern In September 2024, Hindustan Zinc Limited had a majority stake held by the promoters at 63.42 On November 6, 2024, the government of India proposed an offer for the sale of 2.5% 19 per share for the financial year 2024-25, totaling Rs. Investing in equities poses a risk of financial losses.

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Planning Government Sales Investment Advisor 52

Trade Brains

JUNE 11, 2025

Importantly, the share rebounded swiftly after a dip from its peak of ₹1,880 in December 2024. Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in Investing in equities poses a risk of financial losses. appeared first on Trade Brains.

Banking 59

Banking Economics Investments Investing 59

Trade Brains

OCTOBER 28, 2024

on 28th october 2024, and it was down 6 percent by the during the day. The company set November 5, 2024, as the record date for dividend distribution. The date of payment for this first interim dividend is scheduled for November 24, 2024. Investing in equities poses a risk of financial losses. 2,73,000 Crores.

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