Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. You must include all capital gains in your income, and you may be subject to the Net Investment Income Tax if your income is above certain amounts. Consult a qualified tax expert for help.

Marketing 94

Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

OCTOBER 2, 2023

However, beneath the headline number, consumer spending was cut to a 0.8 Answer: She bought house numbers. As her street address starts with the number 122, she purchased two carved “2s” and one carved “1.” Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 97

Marketing Marketing Taxes Economics 97

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Last week’s riddle: What 3 numbers can you add together and get the same result as when you multiply them? All 3 numbers are whole and positive, and none are double-digit.) Answer: 1, 2, and 3. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 103

Marketing Marketing Taxes Economics 103

Cornerstone Financial Advisory

OCTOBER 30, 2023

Tip adapted from Cleveland Clinic 7 What 3 numbers can you add together and get the same result as when you multiply them? Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation. a Registered Investment Advisor.

Marketing 102

Marketing Marketing Economics Taxes 102

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 100

Marketing Marketing Taxes Economics 100

Cornerstone Financial Advisory

APRIL 22, 2024

This Week: Companies Reporting Earnings Monday: Verizon Communications Inc. (VZ) Dependents who have individual taxpayer identification numbers. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 52

Marketing Marketing Taxes Economics 52

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. What is the smallest number of people that could appear in the photo? Please consult your financial professional for additional information.

Marketing 92

Marketing Marketing Economics Taxes 92

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Apply for an Employer Identification Number (EIN): An EIN is used to identify a business. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation. a Registered Investment Advisor.

Marketing 89

Marketing Marketing Taxes Economics 89

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. a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 98

Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . Recognize the gain now. About Darrow Wealth Management.

Taxes 95

Taxes Wealth Management Tax Planning Planning 95

Cornerstone Financial Advisory

APRIL 1, 2024

What are they? Last week’s riddle: Which positive whole number can you add 1.5 Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 28, 2023

If necessary, apply for an Employer Identification Number (EIN): An EIN is used to identify a business structure outside a personal identification number. What is the smallest number of people that could appear in the photo? Please consult your financial professional for additional information.

Marketing 52

Marketing Marketing Economics Taxes 52

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. One large, 12-week study found that a daily garlic supplement reduced the number of colds by 63% compared to a placebo. Please consult your financial professional for additional information. days in the garlic group.

Marketing 59

Marketing Marketing Taxes Economics 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. A weak retail sales number on Friday shaved the gains to close out the week. Please consult your financial professional for additional information.

Marketing 59

Marketing Marketing Medical Economics 59

International College of Financial Planning

OCTOBER 26, 2023

Financial advisors empower their clients, enlightening them about financial health and cultivating habits that pave the way to prosperity. Building Relationships: Beyond the numbers and charts, their profession’s heart is the bond they share with their clients. Why Pursue a Career as a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Cornerstone Financial Advisory

JULY 11, 2022

Employers added 372,000 jobs in June, a number that was above economists’ estimates of 250,000. Improve your mental fitness with games like: Sudoku – This strategy game requires you to find the correct order of numbers 1-9 in a 3×3 grid. There can only be one of each number in each row and column. What is it?

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 17, 2023

Here are some to get you started: Eat more whole foods (set a particular number based on your lifestyle). Drink more water (put a specific number of ounces you want to hit). Please consult your financial professional for additional information. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

MAY 30, 2023

Take a debit or credit card number over the phone. Tip adapted from Everyday Health 5 An eccentric farmer requests that you build four pens for his nine sheep but only allow an odd number of sheep in each pen. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 22, 2023

This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) Tip adapted from IRS.gov 7 Show Your Heart Some Love Heart disease is the number one killer of men and women in the U.S. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

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. 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. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 14, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. Both numbers were below market expectations of 0.6% A look behind the numbers shows that October’s 7.7% Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 21, 2022

DELL), Zoom Video Communications, Inc. (ZM). The compensation you report is subject to backup withholding if your business has not provided a Taxpayer Identification Number to the payer or the TIN doesn’t match. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 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. Please consult your financial professional for additional information.

Marketing 59

Marketing Marketing Taxes Distribution 59

Cornerstone Financial Advisory

JANUARY 30, 2023

It was corporate results and continued labor market strength, along with a solid, if weakening, fourth-quarter Gross Domestic Product (GDP) growth number, however, that raised investors’ hopes that a potential recession may be mild and likely pushed out to later in the year. a Registered Investment Advisor. GDP Report The U.S.

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. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Please consult your financial professional for additional information. Horton, Inc.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. PANW), Zoom Video Communications, Inc. (ZM). a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

DECEMBER 12, 2022

But stock prices were under pressure Friday following a disappointing Producer Price Index (PPI) number. Though the PPI number dented the optimism around cooling inflation, November’s PPI report represented an improvement from its 11.7% Please consult your financial professional for additional information. in November and 7.4%

Marketing 59

Marketing Marketing Economics Taxes 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. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation. a Registered Investment Advisor.

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% Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

OCTOBER 17, 2022

An above-consensus consumer inflation number sent stocks tumbling in early Thursday trading before inexplicably surging higher in a stunning reversal that saw the Dow Jones Industrial Average rally 1,500 points from its intraday low. (UAL), Friday: Verizon Communications, Inc. (VZ), a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

Instead, the elevated inflation number not only undercut those easing hopes but raised the possibility of a more significant rate hike. That number was well above the 5.9% Please consult your financial professional for additional information. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 59

Marketing Marketing Taxes Economics 59

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. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 59

Marketing Marketing Economics Taxes 59

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. Please consult your financial professional for additional information. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 3, 2023

Dependents who have individual taxpayer identification numbers. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 8, 2023

This document partially masks personally identifiable information such as names, addresses, and Social Security numbers to protect taxpayers’ identities. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 1, 2023

annualized growth rate as healthy consumer spending helped offset a decline in business investment and a slowdown in nonresidential investment. The business inventory investment slowdown reduced the headline GDP number by 2.26%. Please consult your financial professional for additional information.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

DECEMBER 5, 2022

And Job Numbers Cheer Markets. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation. Registered Representative, Securities offered through Cambridge Investment Research, Inc.,

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Marketing Marketing Taxes Economics 59