International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Cornerstone Financial Advisory

APRIL 3, 2023

Banking Crisis Fears Dim; Markets Rally Presented by Cornerstone Financial Advisory, LLC Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MARCH 11, 2024

Markets clawed back much of their losses on Wednesday and Thursday, with the Fed Chair’s upbeat comments to the Senate Banking Committee boosting stocks. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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BlueMind

JULY 15, 2022

Unethical investment banking and insurance practices that handed all the risk to the investors resulted in one of the biggest financial crises after the Great Depression. Bear in mind the standards that a Registered Investment Advisor is held accountable to and a broker-dealer is, are different.

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Compliance Financial Advisor Certified Financial Planner Clients 98

Cornerstone Financial Advisory

OCTOBER 16, 2023

This Week: Companies Reporting Earnings Monday: The Charles Schwab Corporation (SCHW) Tuesday: Bank of America Corporation (BAC), Johnson & Johnson (JNJ), Lockheed Martin Corporation (LMT), The Goldman Sachs Group, Inc. (GS), Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 20, 2023

Markets Cautious After Banking Woes; Awaiting Fed Reaction Presented by Cornerstone Financial Advisory, LLC Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector. Since then, two U.S.

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Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

MARCH 27, 2023

Mixed Message Provokes Volatility Presented by Cornerstone Financial Advisory, LLC Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Nasdaq Composite index rose 1.66% for the week. Rate Hike Cycle Ending?

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Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

APRIL 17, 2023

After reports of a more pronounced slowdown in producer prices on Thursday, stocks surged higher, with technology and communication services companies leading the charge. This Week: Companies Reporting Earnings Monday: The Charles Schwab Corporation (SCHW), M&T Bank Corporation (MTB). a Registered Investment Advisor.

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Cornerstone Financial Advisory

MARCH 13, 2023

Stocks also were rattled when a west coast bank was placed into receivership on Friday following a run on deposits. The lower move was triggered by a specialty bank’s liquidity issues, though regional and money center banks could not escape the selling. a Registered Investment Advisor.

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Cornerstone Financial Advisory

APRIL 24, 2023

Poor earnings results hit communication services stocks and regional banks, while margin pressures put pressure on auto stock valuations. Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Taxes Economics 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. a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 22, 2024

The four-day trading week began with more Q4 bank earnings, which disappointed. The yield on the 10-year Treasury climbed after a Fed Governor said the central bank may adjust rates as much as markets expect. NFLX), Verizon Communications Inc. (VZ) Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Economics Taxes 64

Cornerstone Financial Advisory

SEPTEMBER 26, 2022

Global central banks moved in tandem with the Fed, as the Bank of England, Swiss National Bank, and Norway’s Norges Bank, among others, also hiked rates. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor. Another Rate Hike.

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Marketing Marketing Education Taxes 59

Cornerstone Financial Advisory

MAY 8, 2023

1,2,3 Stocks See-Saw Renewed regional bank concerns weighed on investor sentiment last week, despite the rescue of a troubled bank before the start of the trading week. But worries were not isolated to regional banks. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 9, 2023

The Fed has communicated that it’s looking for weakening in the labor market before it can feel confident higher rates are working to slow inflation. Friday: Bank of America Corporation (BAC), JPMorgan Chase & Co. Registered Representative, Securities offered through Cambridge Investment Research, Inc.,

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Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 29, 2022

Thursday’s rally also got a boost from regional Federal Reserve Bank presidents, who suggested future rate hikes may be in line with market expectations. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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Marketing Marketing Economics Taxes 59

Inside Information

FEBRUARY 26, 2025

Mahoney also scrapped the previous administrations sly OneFPA proposal to consolidate chapter revenues and bank accounts under the control of the home office. He maintained and strengthened the new Advisory Council, where chapter representatives are able to put topics on the table for group discussion and consideration by the board.

Financial Planning 40

Financial Planning Communication Investment Advisor Planning 40

Cornerstone Financial Advisory

JULY 24, 2023

1,2,3 Earnings In Focus Entering its first big week of the second quarter earnings season, solid reports from the nation’s big banks rewarded investor optimism, sparking a rally that continued into mid-week. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., VZ), Visa, Inc. (V),

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Marketing Marketing Taxes Economics 52

Ballast Advisors

JULY 18, 2024

This includes everything from your bank details to investment portfolios and important documents. This material is for informational purposes only and should not be considered investment advice. Broadridge Investor Communication Solutions, Inc. The information in these materials may change at any time and without notice.

Wealth Management 52

Wealth Management Retirement Taxes Education 52

Cornerstone Financial Advisory

OCTOBER 3, 2022

During the previous week, the Bank of England (BOE) raised interest rates, and its prime minister announced unfunded tax cuts that the markets interpreted as inflationary. The Bank Of England Acts. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 22, 2023

Aiding the market’s upbeat mood was a positive update on deposit growth at a troubled regional bank. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 59

James Hendries

JUNE 20, 2023

Despite emerging signs of slowing, the Fed recently communicated a hawkish stance on the path of interest rates going forward and the markets seemed to take it all in stride. sectors) with the exception of preferred securities, which look attractive after having recently sold off due to the banking stresses.

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Marketing Marketing Economy Communication 52

James Hendries

JUNE 26, 2023

Communication services, consumer discretionary, industrials, and technology enjoy the best sector breadth and the highest percentage of stocks outperforming the market this year. sectors) with the exception of preferred securities, which look attractive after having sold off due to stresses in the banking system. 06/2024)

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Marketing Marketing Asset Allocation Valuation 52

Cornerstone Financial Advisory

JANUARY 17, 2023

Stocks extended their gains to end the week as a few money center banks kicked off a new earnings season with upbeat reports. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 17, 2022

Monday: Bank of America Corporation (BAC), The Charles Schwab Corporation (SCHW). Friday: Verizon Communications, Inc. (VZ), FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 18, 2022

Monday: Bank of America (BAC), International Business Machines (IBM), The Goldman Sachs Group (GS), The Charles Schwab Corporation (SCHW). Friday: Verizon Communications, Inc. (VZ), Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 17, 2023

Despite some positive earnings surprises from several big banks and a major healthcare provider, stocks closed out a good week with a slight decline. In this case, a cash payment includes US or foreign currency and can also include cashier’s checks, bank drafts, traveler’s checks, or money orders. PNC), Prologis, Inc.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 8, 2024

C), The Bank of New York Mellon Corporation (BK) Source: Zacks, July 5, 2024 Companies mentioned are for informational purposes only. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. a Broker/Dealer, Member FINRA / SIPC.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JUNE 10, 2024

Before using the Tax Withholding Estimator, gather all necessary documents; this includes your W-2 from your employer, any 1099 forms you have from banks and other payers, and any other forms you need. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

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Marketing Marketing Economics Taxes 52

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Cornerstone Financial Advisory

SEPTEMBER 18, 2023

On Thursday, investors welcomed the European Central Bank, signaling its rate-hiking campaign may be nearing its conclusion and a successful IPO that revived optimism in the capital markets. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

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Cornerstone Financial Advisory

JANUARY 3, 2023

Federal Reserve Bank of Atlanta, December 28, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 12, 2022

Stocks added to their gains on Thursday as the market digested another speech from Fed Chair Powell and a 0.75% hike by the European Central Bank. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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Marketing Marketing Taxes Economics 59

James Hendries

MARCH 6, 2023

Watch for renewed demand for health care, communication services, retail, and financial services. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

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Marketing Marketing Economy Economics 52

Cornerstone Financial Advisory

JULY 15, 2024

Markets seemed initially unfazed by better-than-expected reports from some money center banks. BLK) Tuesday: UnitedHealth Group Incorporated (UNH), Bank of America Corporation (BAC), Morgan Stanley (MS), The Charles Schwab Corporation (SCHW) Wednesday: Johnson & Johnson (JNJ), Elevance Health, Inc. GS), BlackRock, Inc.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JUNE 12, 2023

Amid little news, stocks drifted lower to start the week until Wednesday, when a solid early-day rally evaporated on news of the Bank of Canada’s surprise interest rate hike. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

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