Remove Communication Remove Government Remove Investment Advisor Remove Valuation
article thumbnail

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

Brown Advisory

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

article thumbnail

Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. WDAY), Zoom Video Communications, Inc. (ZM) Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Weekly Market Insights – October 2, 2023

Cornerstone Financial Advisory

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. But the rally faded as traders fixated on a potential government shutdown. a Registered Investment Advisor.

article thumbnail

Weekly Market Insights – December 18, 2023

Cornerstone Financial Advisory

A few examples of non-taxable income are veteran’s benefits, disability pay for certain military or government-related incidents, worker’s compensation, and cash rebates from a dealer or manufacturer of an item you purchased. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest.

article thumbnail

Weekly Market Insights – February 5, 2024

Cornerstone Financial Advisory

Your mental health influences how you communicate with others, perform at work, and feel about yourself. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

article thumbnail

Weekly Market Insights – August 7, 2023

Cornerstone Financial Advisory

government debt by a major credit rating agency due to its belief in expected fiscal deterioration over the next three years. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

article thumbnail

Weekly Market Insights – April 22, 2024

Cornerstone Financial Advisory

This Week: Companies Reporting Earnings Monday: Verizon Communications Inc. (VZ) Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.