Cornerstone Financial Advisory

FEBRUARY 5, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, September 25, 2023 5.

Marketing 82

Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. When sold, investments may be worth more or less than their original cost.

Marketing 91

Marketing Marketing Taxes Economics 91

Cornerstone Financial Advisory

APRIL 22, 2024

This Week: Companies Reporting Earnings Monday: Verizon Communications Inc. (VZ) Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. VZ) Tuesday: Tesla, Inc.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 30, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. stock market.

Marketing 100

Marketing Marketing Economics Taxes 100

Cornerstone Financial Advisory

MAY 13, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, December 5, 2023 8.

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Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. When sold, investments may be worth more or less than their original cost.

Marketing 97

Marketing Marketing Taxes Economics 97

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

4,5 Finally, the government’s monthly employment report showed the number of nonfarm payroll gains continued to decelerate in August, while June and July estimates were revised lower by 110,000. 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

NOVEMBER 27, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Most businesses need an EIN.

Marketing 86

Marketing Marketing Taxes Economics 86

Cornerstone Financial Advisory

NOVEMBER 20, 2023

1,2,3 Stocks March Higher A better-than-anticipated consumer inflation number on Tuesday sent bond yields sharply lower, igniting a powerful, exceptionally broad-based rally that saw 91% of all New York Stock Exchange volume advancing in price and a similarly substantial advance (85%) on the NASDAQ. CNBC, November 14, 2023. stock market.

Marketing 95

Marketing Marketing Taxes Economics 95

Cornerstone Financial Advisory

APRIL 1, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. CNBC.com, March 25, 2024 3.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 28, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, March 1, 2023 5.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Taxes Economics 59

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. A weak retail sales number on Friday shaved the gains to close out the week. The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Medical Economics 59

ClearMoney

DECEMBER 14, 2021

The following is provided by Dimensional Fund Advisors. Systematic, or factor-based, investing has become quite common in equities. The many parallels between Dimensional’s equity and fixed income approaches provide an opportunity to demystify systematic bond investing through the familiar lens of our approach in equities.

Investing 52

Investing Investments Commission Distribution 52

Cornerstone Financial Advisory

MAY 30, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. How do you accomplish this?

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 11, 2022

Employers added 372,000 jobs in June, a number that was above economists’ estimates of 250,000. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MAY 22, 2023

This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. PANW), AutoZone, Inc.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 17, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Go for a 15-minute walk every day.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

JANUARY 9, 2023

However, stocks staged a powerful rally on Friday despite another strong job number, partly due to a deceleration in wage growth. 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. Individuals cannot directly invest in unmanaged indexes.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 14, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. Both numbers were below market expectations of 0.6% A look behind the numbers shows that October’s 7.7% The return and principal value of investments will fluctuate as market conditions change. from 12 months ago.

Marketing 59

Marketing Marketing Economics Taxes 59

International College of Financial Planning

OCTOBER 26, 2023

They offer tailored recommendations, from shortlisting financial goals to handpicking the finest investments. While many financial advisors find their niche in investment firms, banks, and insurance sanctuaries, some trailblazers opt for independence, establishing their advisory havens. Various profiles as a Financial Advisor?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Cornerstone Financial Advisory

NOVEMBER 21, 2022

DELL), Zoom Video Communications, Inc. (ZM). Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. Individuals cannot directly invest in unmanaged indexes.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

FEBRUARY 20, 2023

The year-over-year inflation number (6.4%) came in lower than December’s 12-month rise of 6.5%, making it the seventh consecutive month of declining year-over-year inflation. Year-over year, producer prices rose 6.0%, a slight improvement from December’s number. When sold, investments may be worth more or less than their original cost.

Marketing 59

Marketing Marketing Taxes Distribution 59

Cornerstone Financial Advisory

JANUARY 30, 2023

It was corporate results and continued labor market strength, along with a solid, if weakening, fourth-quarter Gross Domestic Product (GDP) growth number, however, that raised investors’ hopes that a potential recession may be mild and likely pushed out to later in the year. Individuals cannot directly invest in unmanaged indexes.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JANUARY 23, 2023

5,6 Many economists viewed these lackluster numbers as evidence of a weakening consumer. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JUNE 19, 2023

year-over-year (the lowest 12-month number in two years), and producer prices increased 1.1% Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. stock market.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

DECEMBER 12, 2022

But stock prices were under pressure Friday following a disappointing Producer Price Index (PPI) number. Though the PPI number dented the optimism around cooling inflation, November’s PPI report represented an improvement from its 11.7% The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. PANW), Zoom Video Communications, Inc. (ZM). Individuals cannot directly invest in unmanaged indexes.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

FEBRUARY 13, 2023

The concern was that the surprise job number would change Powell’s outlook coming out of the last FOMC meeting. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 17, 2022

An above-consensus consumer inflation number sent stocks tumbling in early Thursday trading before inexplicably surging higher in a stunning reversal that saw the Dow Jones Industrial Average rally 1,500 points from its intraday low. (FCX). Friday: Verizon Communications, Inc. (VZ), Breathtaking Volatility. VZ), HCA Healthcare, Inc.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

Instead, the elevated inflation number not only undercut those easing hopes but raised the possibility of a more significant rate hike. That number was well above the 5.9% Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. year-over-year.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 3, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, October 18, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MARCH 13, 2023

Labor market strength in a Friday report exacerbated rate-hike anxieties, though cooling wage gains balanced an above-consensus new jobs number. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Individuals cannot directly invest in unmanaged indexes.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MARCH 6, 2023

1,2,3 Stocks Resume Climb After rebounding to start the week, stocks weakened following higher inflation numbers out of Europe and higher-than-expected manufacturing activity. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. IRS.gov, October 18, 2022 6.

Marketing 59

Marketing Marketing Taxes Economics 59

WiserAdvisor

SEPTEMBER 20, 2023

For example, you might become 20% vested after two years, 40% after three years, and so on, until you reach 100% ownership after a certain number of years. Also, have regular communication on your vesting schedule with your employer. Graded vesting Graded vesting involves a gradual increase in ownership over time.

Accounting 100

Accounting Retirement Retirement Planning Planning 100

Cornerstone Financial Advisory

MAY 1, 2023

annualized growth rate as healthy consumer spending helped offset a decline in business investment and a slowdown in nonresidential investment. The business inventory investment slowdown reduced the headline GDP number by 2.26%. The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 8, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. CMEGroup.com, May 3, 2023 6.

Marketing 59

Marketing Marketing Taxes Economics 59