Cornerstone Financial Advisory

DECEMBER 19, 2022

Well-organized recordkeeping makes it easier to prepare your tax return and provide evidence of tax deductions. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional. How To Start Journaling.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Here are a few tips to help you prepare in case anything happens: Update Your Family’s Emergency Plans: Your emergency plans can include knowing where to go, where you keep all necessary documents and possessions, and what you need to be prepared for. Consult your tax, legal, and accounting professionals for more specific information.

Marketing 105

Marketing Marketing Economics Taxes 105

Brown Advisory

NOVEMBER 12, 2015

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. The highest federal marginal tax bracket in 2015 is 39.6% (as it was in 2014). Thu, 11/12/2015 - 11:10.

Planning 52

Planning Taxes Distribution Medical 52

ClearMoney

DECEMBER 14, 2021

Past Dimensional research has documented the importance of a consistent emphasis to mitigate style drift5 and capture premiums when they appear.6 DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Actual returns may be lower.

Investing 52

Investing Investments Commission Distribution 52

ClearMoney

NOVEMBER 4, 2021

The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision.

Asset Allocation 52

Asset Allocation Commission Portfolio Distribution 52

Brown Advisory

SEPTEMBER 12, 2019

Against this backdrop, a fiduciary is within the bounds of duty if they consider ESG factors, alongside their investment advisor and counsel, when constructing a trust portfolio. Courts acknowledge the variance in how different investors, each acting prudently, may choose to invest.

Investing 52

Investing Investments Fiduciary Duty Portfolio 52

Brown Advisory

SEPTEMBER 12, 2019

Against this backdrop, a fiduciary is within the bounds of duty if they consider ESG factors, alongside their investment advisor and counsel, when constructing a trust portfolio. Courts acknowledge the variance in how different investors, each acting prudently, may choose to invest.

Investing 52

Investing Investments Fiduciary Duty Portfolio 52

Cornerstone Financial Advisory

OCTOBER 16, 2023

Here are the ten fundamental rights you have as a taxpayer when interacting with the IRS: The right to be informed: As a taxpayer, you have the right to know what is required to comply with tax laws. The right to pay no more than the correct amount of tax: You only pay what is legally due, including interest and penalties.

Marketing 105

Marketing Marketing Taxes Economics 105

ClearMoney

FEBRUARY 21, 2022

DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. This material is not a sales communication. UNITED STATES.

Commission 52

Commission Portfolio Government Distribution 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. This material is not a sales communication.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. This material is not a sales communication.

Government 52

Government Commission Economics Distribution 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 152

Compliance Clients Wealth Management Management 152