Cornerstone Financial Advisory

FEBRUARY 5, 2024

Consult your tax, legal, and accounting professionals for more specific information. Your mental health influences how you communicate with others, perform at work, and feel about yourself. Please consult your financial professional for additional information. These factors may result in greater share price volatility.

Marketing 81

Marketing Marketing Taxes Economics 81

Cornerstone Financial Advisory

MARCH 18, 2024

Consult a qualified tax expert for help. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information.

Marketing 90

Marketing Marketing Taxes Economics 90

Cornerstone Financial Advisory

APRIL 22, 2024

This Week: Companies Reporting Earnings Monday: Verizon Communications Inc. (VZ) Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. The forecasts also are subject to revision.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MARCH 11, 2024

This article is for informational purposes only and does not replace real-life advice, so consult your tax, legal, and accounting professionals before modifying your tax strategy. Please consult your financial professional for additional information. These factors may result in greater share price volatility.

Marketing 79

Marketing Marketing Insurance Taxes 79

Cornerstone Financial Advisory

MARCH 4, 2024

This article is for informational purposes only and does not replace real-life advice, so consult your tax, legal, and accounting professionals before modifying your tax strategy. Please consult your financial professional for additional information. These factors may result in greater share price volatility.

Marketing 74

Marketing Marketing Economics Taxes 74

Cornerstone Financial Advisory

OCTOBER 23, 2023

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

Marketing 88

Marketing Marketing Taxes Economics 88

Cornerstone Financial Advisory

DECEMBER 26, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Taxes 100

Taxes Investment Advisor Sales Investing 100

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. Please consult your financial professional for additional information.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

DECEMBER 18, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 96

Marketing Marketing Taxes Economics 96

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 101

Marketing Marketing Taxes Economics 101

Cornerstone Financial Advisory

AUGUST 7, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 92

Marketing Marketing Medicine Taxes 92

Cornerstone Financial Advisory

JANUARY 29, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 86

Marketing Marketing Economics Taxes 86

Cornerstone Financial Advisory

APRIL 29, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

OCTOBER 2, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 93

Marketing Marketing Taxes Economics 93

Cornerstone Financial Advisory

APRIL 1, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

OCTOBER 30, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 99

Marketing Marketing Economics Taxes 99

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 94

Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

APRIL 15, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

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

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

OCTOBER 9, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 86

Marketing Marketing Taxes Economics 86

Cornerstone Financial Advisory

JANUARY 8, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 82

Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

DECEMBER 11, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 87

Marketing Marketing Taxes Economics 87

Cornerstone Financial Advisory

JANUARY 2, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Taxes 82

Taxes Investment Advisor Numbers Investing 82

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 87

Marketing Marketing Economics Taxes 87

eMoney Advisor

DECEMBER 20, 2022

The CFP Board stated the risks as follows in its communication. They raise valuation issues because they may not be subject to commonly-accepted valuation methodologies and may not be subject to consistent accounting treatment or traditional reporting requirements. ” CFP Board , 2022.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

Trade Brains

AUGUST 3, 2022

These companies offer ticketing, financing, engineering consultancy and other services to the Indian Railways. to aid the valuation of the company. Rail India Technical and Economic Service, abbreviated as RITES is a government-owned engineering consulting company. RITES Engineering Consultancy 252 6,055 Public 72.2.

Transportation 52

Transportation Engineering Government Consulting 52

Cornerstone Financial Advisory

AUGUST 21, 2023

This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. ZM) Tuesday: Lowe’s Companies, Inc.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 14, 2023

The combination of higher yields and earnings that failed to validate tech’s elevated valuations has dragged the sector and the larger market. 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

JULY 24, 2023

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

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. Please consult your financial professional for additional information. Presented by Cornerstone Financial Advisory, LLC.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

MAY 22, 2023

This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. ZM) Tuesday: Lowe’s Companies, Inc.

Marketing 59

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. 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

JULY 10, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. a Registered Investment Advisor.

Marketing 90

Marketing Marketing Taxes Economics 90

Cornerstone Financial Advisory

NOVEMBER 21, 2022

DELL), Zoom Video Communications, Inc. (ZM). Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

MAY 7, 2021

The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues.

Clients 52

Clients Taxes Portfolio Management Investing 52

Brown Advisory

MAY 7, 2021

The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues.

Clients 52

Clients Taxes Portfolio Management Investing 52