Cornerstone Financial Advisory

DECEMBER 26, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, December 22, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. a Registered Investment Advisor.

Taxes 101

Taxes Investment Advisor Sales Investing 101

Cornerstone Financial Advisory

OCTOBER 23, 2023

The content is developed from sources believed to be providing accurate information. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), This information is not intended to substitute for specific individualized tax advice.

Marketing 90

Marketing Marketing Taxes Economics 90

Cornerstone Financial Advisory

DECEMBER 18, 2023

The content is developed from sources believed to be providing accurate information. NKE) Source: Zacks, December 15, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 97

Marketing Marketing Taxes Economics 97

Cornerstone Financial Advisory

NOVEMBER 6, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, November 3, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 102

Marketing Marketing Taxes Economics 102

Cornerstone Financial Advisory

MARCH 11, 2024

The content is developed from sources believed to be providing accurate information. GETY) Source: Zacks, March 2, 2024 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 80

Marketing Marketing Insurance Taxes 80

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Cornerstone Financial Advisory

JANUARY 29, 2024

The content is developed from sources believed to be providing accurate information. MRK) Friday: Exxon Mobil Corporation (XOM), Bristol Myers Squibb Company (BMY) Source: Zacks, January 26, 2024 Companies mentioned are for informational purposes only. Please consult your financial professional for additional information.

Marketing 87

Marketing Marketing Economics Taxes 87

Cornerstone Financial Advisory

MARCH 4, 2024

The content is developed from sources believed to be providing accurate information. KR) Source: Zacks, February 27, 2024 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 75

Marketing Marketing Economics Taxes 75

Cornerstone Financial Advisory

JANUARY 2, 2024

The content is developed from sources believed to be providing accurate information. STZ) Source: Zacks, December 29, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. .

Taxes 83

Taxes Investment Advisor Numbers Investing 83

Cornerstone Financial Advisory

JANUARY 8, 2024

The content is developed from sources believed to be providing accurate information. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. This information is not intended to substitute for specific individualized tax advice.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

OCTOBER 30, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, October 27, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 100

Marketing Marketing Economics Taxes 100

Cornerstone Financial Advisory

AUGUST 7, 2023

The content is developed from sources believed to be providing accurate information. OKE) Wednesday: The Walt Disney Company (DIS) Source: Zacks, August 4, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. UPS), ONEOK, Inc.

Marketing 92

Marketing Marketing Medicine Taxes 92

Cornerstone Financial Advisory

NOVEMBER 27, 2023

The content is developed from sources believed to be providing accurate information. DELL) Source: Zacks, November 24, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 86

Marketing Marketing Taxes Economics 86

Cornerstone Financial Advisory

OCTOBER 2, 2023

The content is developed from sources believed to be providing accurate information. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. a Registered Investment Advisor.

Marketing 94

Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

NOVEMBER 20, 2023

The content is developed from sources believed to be providing accurate information. ADI) Wednesday: Deere & Company (DE) Source: Zacks, November 17, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. LOW), Analog Devices, Inc.

Marketing 95

Marketing Marketing Taxes Economics 95

Cornerstone Financial Advisory

OCTOBER 9, 2023

The content is developed from sources believed to be providing accurate information. BLK) Source: Zacks, October 6, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. PNC), BlackRock, Inc.

Marketing 88

Marketing Marketing Taxes Economics 88

Cornerstone Financial Advisory

DECEMBER 11, 2023

The content is developed from sources believed to be providing accurate information. ADBE) Thursday: Costco Wholesale Corporation (COST) Friday: Lennar Corporation (LEN) Source: Zacks, December 8, 2023 Companies mentioned are for informational purposes only. Please consult your financial professional for additional information.

Marketing 89

Marketing Marketing Taxes Economics 89

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. The content is developed from sources believed to be providing accurate information.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 29, 2024

The content is developed from sources believed to be providing accurate information. Source: Zacks, April 23, 2024 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. .”

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

APRIL 1, 2024

The content is developed from sources believed to be providing accurate information. LEVI) Thursday: Conagra Brands (CAG) Source: Zacks, March 27, 2024 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

The content is developed from sources believed to be providing accurate information. KR) Source: Zacks, September 1, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 88

Marketing Marketing Economics Taxes 88

Cornerstone Financial Advisory

APRIL 15, 2024

The content is developed from sources believed to be providing accurate information. MMC), The Blackstone Group (BX) Friday: The Proctor & Gamble Company (PG), American Express Company (AXP) Source: Zacks, April 11, 2024 Companies mentioned are for informational purposes only. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

Ballast Advisors

AUGUST 16, 2023

The third-party material presented has been derived from sources Ballast Advisors considers to be reliable, but the accuracy and completeness cannot be guaranteed. This material is for informational purposes only and should not be construed as tax advice. Broadridge Investor Communication Solutions, Inc.

Accounting 52

Accounting Numbers Medical Taxes 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. The content is developed from sources believed to be providing accurate information. Please consult your financial professional for additional information.

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

JULY 10, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, July 7 , 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 92

Marketing Marketing Taxes Economics 92

Cornerstone Financial Advisory

AUGUST 21, 2023

The content is developed from sources believed to be providing accurate information. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) DLTR) Source: Zacks, August 18, 2023 Companies mentioned are for informational purposes only. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 24, 2023

The content is developed from sources believed to be providing accurate information. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Source: Zacks, July 21 , 2023 Companies mentioned are for informational purposes only.

Marketing 52

Marketing Marketing Taxes Economics 52

Ballast Advisors

NOVEMBER 14, 2023

You can get more information on Medicare benefits in the Medicare & You 2024 Handbook at medicare.gov. 1) The Centers for Medicare & Medicaid Services, 2023 IMPORTANT DISCLOSURES The opinions expressed herein are those of Ballast Advisors, LLC and are subject to change without notice.

Insurance 52

Insurance Taxes Planning Medical 52

Cornerstone Financial Advisory

MAY 22, 2023

The content is developed from sources believed to be providing accurate information. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) WDAY) Source: Zacks, May 19, 2023 Companies mentioned are for informational purposes only. The forecasts also are subject to revision. ADI), Snowflake, Inc.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 31, 2022

The content is developed from sources believed to be providing accurate information. Source: Zacks, October 28, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. D), EOG Resources, Inc.

Marketing 89

Marketing Marketing Economics Taxes 89

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. The content is developed from sources believed to be providing accurate information. Source: Zacks, January 6, 2023 Companies mentioned are for informational purposes only.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 21, 2022

The content is developed from sources believed to be providing accurate information. DELL), Zoom Video Communications, Inc. (ZM). Source: Zacks, November 18, 2022 Companies mentioned are for informational purposes only. This information is not intended to be a substitute for specific individualized tax advice.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 23, 2023

The content is developed from sources believed to be providing accurate information. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Source: Zacks, January 20, 2023 Companies mentioned are for informational purposes only.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 28, 2023

The content is developed from sources believed to be providing accurate information. VMW) Source: Zacks, August 25, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. LULU), Broadcom, Inc.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 22, 2022

The content is developed from sources believed to be providing accurate information. PANW), Zoom Video Communications, Inc. (ZM). Source: Zacks, August 19, 2022 Companies mentioned are for informational purposes only. The IRS requires additional information. The forecasts also are subject to revision. DELL), VMware, Inc.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 29, 2022

Wall Street focused on Powell’s presentation in the hope it might provide greater clarity on future Fed direction, though his remarks ultimately went no further than restating past communications. The content is developed from sources believed to be providing accurate information. The forecasts also are subject to revision.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 19, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, June 16, 2023 Companies mentioned are for informational purposes only. The IRS may allow you to deduct capital losses on the sale of an investment or piece of property. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59