Cornerstone Financial Advisory

OCTOBER 23, 2023

Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), in September–well above the forecast of a 0.3%

Marketing 105

Marketing Marketing Taxes Economics 105

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy achen Thu, 06/23/2016 - 10:27 The benefits to the U.S. economy since 2008. Yergin is one of the most soughtafter thought leaders on the interplay of energy, international politics and the global economy. from its “revolution” in shale oil production have been far-reaching.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy. economy since 2008. Yergin is one of the most soughtafter thought leaders on the interplay of energy, international politics and the global economy. This communication and any accompanying documents are confidential and privileged. Thu, 06/23/2016 - 10:27.

Economy 52

Economy Communication Clients Taxes 52

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. Powell indicated that it might become appropriate to slow the pace of future hikes, and he didn’t believe the economy had entered into recession. Economy Contracts .

Marketing 104

Marketing Marketing Economics Taxes 104

Trade Brains

FEBRUARY 21, 2024

As a leading player in the defense industry, BEL specializes in supplying radar, communication, and electronic warfare equipment to the Indian armed forces. Their product expertise spans Radar and Fire Control Systems, Weapon Systems, Communication, Electronic Warfare Systems, and more. Additional Orders Value: Rs.

Electronics 105

Electronics Government Communication Budgeting 105

Cornerstone Financial Advisory

MARCH 11, 2024

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. The S&P 500 and Nasdaq rallied, with the S&P hitting a record close.

Marketing 103

Marketing Marketing Insurance Taxes 103

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … obviously, the United States, the global economy. And so, when you think of the area that I was very passionate about in derivatives, there’s a natural understanding just by growing up in an economy like that, that interest rate risk matters. there’s a big focus on how do we optimize for tax efficiency, too.

Clients 296

Clients Wealth Management Banking Investing 296

Bell Investment Advisors

JUNE 27, 2025

and Global Economies Tariffs — Current Status & Impacts Debt, Inflation, & the “Big, Beautiful Bill” Questions from Clients Bell Investment Advisors Webinar June 2025 From Policy to Portfolio: The Economic Impact of Tariffs Note: This transcript has been edited for clarity and context. And last weekend, we did see the U.S.

52

52

Cornerstone Financial Advisory

MARCH 4, 2024

Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. Finally, the PCE report also reflected an ongoing consumer shift from goods to services—a sign the economy continues to normalize after the pandemic.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Instead, investors interpreted it as confirmation of a robust economy. For tax purposes, it’s critical to divide the expenses of a property into personal and business purposes. In addition, rental income may be subject to a net investment income tax. The information in this material is not intended as tax or legal advice.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

OCTOBER 2, 2023

” –John Steinbeck Who Can Deduct Car Expenses On Their Tax Returns? Can you deduct expenses such as gas, depreciation, and lease payments on your tax returns? This information is not intended to substitute for specific individualized tax advice. The information in this material is not intended as tax or legal advice.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 31, 2022

Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. Did you know that the IRS has an app that makes it easy to check some things off your tax to-do list? Free File is a tax prep software for taxpayers whose 2021 total adjusted gross income was $73,000 or less. Get tax help.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 12, 2024

economy has come into the spotlight. An analysis conducted by The Wall Street Journal recently proposed that the economy’s resilience could be attributed, at least in part, to the productivity driven by the technology sector. This tax tip is for informational purposes only and is not a replacement for real-life advice.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

1,2,3 Stocks Rise On Slowing Economy Investor sentiment turned positive last week as signs of economic softness were interpreted as reason for the Fed to hold off on further rate hikes. ” – Aristotle Protect Your Tax Data Protecting your data is very important in today’s digital age. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Food 105

Cornerstone Financial Advisory

MARCH 25, 2024

He added that if the economy keeps on its current course, that the FOMC would likely “begin dialing back policy restraint at some point this year.” 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.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. The interactive tax assistant tool can also help to determine your filing status and any relevant credits you should (or should not) claim. Source: YCharts.com, January 6, 2024.

Marketing 98

Marketing Marketing Taxes Economics 98

Brown Advisory

AUGUST 19, 2022

Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Brown Advisory does not render legal or tax advice. Alternative Investments may be available for Qualified Purchasers and/or Accredited Investors only. company.

Marketing 98

Marketing Marketing Clients Investments 98

Indigo Marketing Agency

FEBRUARY 8, 2025

Marketing for Financial Planners: Strategies to Build Trust and Grow Your Client Base Strategic Client Growth: Win Trust in a Trust Economy More than many other fields, trust is truly the currency that drives growth for financial planners. What are the best ways to convert prospects into clients?

Financial Planner 52

Financial Planner Clients Marketing Marketing 52

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role. Communication Skills.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Brown Advisory

OCTOBER 11, 2022

Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Brown Advisory does not render legal or tax advice. The information provided is not intended to be a forecast of future events or a guarantee of future results. company.

Marketing 98

Marketing Marketing Investments Investing 98

Brown Advisory

JUNE 23, 2016

Disruptive events triggered by climate change in countries with weak governments, fragile economies and crude infrastructure could lead to political instability and a reduction in worldwide trade, according to Sharon Burke, a senior advisor at New America. This communication and any accompanying documents are confidential and privileged.

Government 52

Government Communication Clients Economy 52

Brown Advisory

JUNE 23, 2016

Disruptive events triggered by climate change in countries with weak governments, fragile economies and crude infrastructure could lead to political instability and a reduction in worldwide trade, according to Sharon Burke, a senior advisor at New America. This communication and any accompanying documents are confidential and privileged.

Government 52

Government Communication Clients Economy 52

Cornerstone Financial Advisory

MAY 22, 2023

This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from having a better understanding of how their work affects their taxes. The information in this material is not intended as tax or legal advice.

Marketing 59

Marketing Marketing Taxes Economics 59

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

A changing political landscape, the state of the economy, donor sentiment, and industry changes are four areas which present challenges and opportunities alike. Politics and the Economy We’ve seen recently how current world affairs can affect donor sentiment in some of the most high profile universities across the country.

Nonprofit 89

Nonprofit Distribution Government Taxes 89

Brown Advisory

JUNE 23, 2016

Putin also distracted the public from the flagging Russian economy. Russia’s economy is highly dependent on natural resources, oil being one, and is under tremendous stress because of weak commodity prices. The Russian economy needs to diversify and modernize, but government constraints prevent such a growth-friendly transition.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

Putin also distracted the public from the flagging Russian economy. Russia’s economy is highly dependent on natural resources, oil being one, and is under tremendous stress because of weak commodity prices. The Russian economy needs to diversify and modernize, but government constraints prevent such a growth-friendly transition.

Economy 52

Economy Communication Clients Taxes 52

The Big Picture

FEBRUARY 12, 2024

That explaining that process and communication to people built confidence. The basic thing with the Fed, I think is they don’t seem to have, i I disagree with their view relating to the relationship between interest rates and the economy and inflation and what they’re actually doing. Things are pretty good.

Management 292

Management Investments Investing Economy 292

Cornerstone Financial Advisory

JULY 8, 2024

1 Nasdaq, S&P Extend Runs ADP’s employment report on Wednesday showed private-sector employers added 150,000 jobs in June—slightly slower than May’s pace—adding to investor hopes that a slowing economy may prompt the Fed to adjust short-term rates as early as September. percent for the week through Thursday’s close.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 1, 2024

2 With the back half of the week packed with fresh economic data, conflicting stories developed about the economy. Divergent Speakers Federal Reserve officials have worked to communicate that despite the progress made on inflation in recent months, it remains above the Fed’s 2 percent target. New home sales fell 11.3

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JANUARY 22, 2024

The week was full of economic news that suggested continued resilience in the economy, which may add complexity to the Fed’s next decision. NFLX), Verizon Communications Inc. (VZ) You can also choose not to claim exclusion, in which case you must report the gain on your tax return. December retail sales came in strong, +0.6%

Marketing 64

Marketing Marketing Economics Taxes 64

Cornerstone Financial Advisory

AUGUST 22, 2022

Fed officials did acknowledge that further rate hikes risked unintended economic weakness because of the time it takes for higher rates to work through the economy. PANW), Zoom Video Communications, Inc. (ZM). The IRS has a question about their tax return. The IRS changed their tax return. Tuesday: Intuit, Inc.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 29, 2022

Stocks rallied on Thursday, sparked by a revised Gross Domestic Product estimate showing the economy’s shrinking less than initially estimated. How to Check the Status of Your Federal Tax Refund. Filing taxes has become more seamless in recent years due to e-filing. ” – Katie Couric. They update the tool once a day.

Marketing 59

Marketing Marketing Economics Taxes 59

Brown Advisory

JUNE 23, 2016

Americans simultaneously view China’s economy as both strong and vulnerable, while in geopolitics, they see Beijing as both a partner and an adversary, he said. China’s economy has slowed after decades of rapid growth, and public dissatisfaction may swell as expectations for greater prosperity go unmet.

Communication 52

Communication Clients Economy Taxes 52

Brown Advisory

JUNE 23, 2016

Americans simultaneously view China’s economy as both strong and vulnerable, while in geopolitics, they see Beijing as both a partner and an adversary, he said. China’s economy has slowed after decades of rapid growth, and public dissatisfaction may swell as expectations for greater prosperity go unmet.

Communication 52

Communication Clients Economy Taxes 52

Ballast Advisors

JULY 18, 2024

Economic Factors: Interest rates can fluctuate based on economic conditions, including inflation, the Federal Reserve’s monetary policy, and the overall health of the economy. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations.

Taxes 52

Taxes Insurance Budgeting Education 52

Cornerstone Financial Advisory

JANUARY 17, 2023

Sustained declines in inflation, a rate hike cycle nearing an end, and a resilient economy that may avoid recession resulted in a broad-based rally. Tax Benefits For Charitable Giving. Giving back to others feels good and is a great way to support your community and those in need, but it also has tax advantages.

Marketing 59

Marketing Marketing Taxes Economics 59