Steve Sanduski

AUGUST 22, 2023

Guest: John Furey , Founder and Managing Partner of Advisor Growth Strategies. John also created the Alliance for Registered Investment Advisors , a think tank including seven of the most successful firms that are dedicated to improving the RIA industry through a culture of continuous learning and sharing.

Strategic Planning 52

Strategic Planning Valuation Investment Advisor Communication 52

Cornerstone Financial Advisory

OCTOBER 23, 2023

6,7 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI). This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Divide large projects into manageable steps. Indexes do not incur management fees, costs, and expenses.

Marketing 86

Marketing Marketing Taxes Economics 86

Cornerstone Financial Advisory

FEBRUARY 26, 2024

WDAY), Zoom Video Communications, Inc. (ZM) Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. a Registered Investment Advisor. A), eBay Inc. CRM), HP Inc.

Marketing 84

Marketing Marketing Economics Taxes 84

Cornerstone Financial Advisory

APRIL 22, 2024

This Week: Companies Reporting Earnings Monday: Verizon Communications Inc. (VZ) Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

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. 4 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Your mental health influences how you communicate with others, perform at work, and feel about yourself. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. stock market.

Marketing 79

Marketing Marketing Taxes Economics 79

Cornerstone Financial Advisory

OCTOBER 2, 2023

6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. Institute for Supply Management (ISM) Services Index. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. stock market.

Marketing 91

Marketing Marketing Taxes Economics 91

Cornerstone Financial Advisory

OCTOBER 30, 2023

Institute for Supply Managers’ (ISM) Manufacturing Index. Institute for Supply Managers’ (ISM) Services Index. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes.

Marketing 97

Marketing Marketing Economics Taxes 97

Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . About Darrow Wealth Management.

Taxes 95

Taxes Wealth Management Tax Planning Planning 95

Cornerstone Financial Advisory

MARCH 11, 2024

Producing more goods or services with fewer resources helps the economy grow while managing inflation risks. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes.

Marketing 77

Marketing Marketing Insurance Taxes 77

Cornerstone Financial Advisory

APRIL 29, 2024

Lastly, aloe vera can lower blood sugar levels by enhancing insulin sensitivity and managing blood sugar. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. stock market.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MARCH 18, 2024

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 87

Marketing Marketing Taxes Economics 87

Cornerstone Financial Advisory

JANUARY 29, 2024

Here are some things to consider when working together: You should establish whether you have a partnership business (in which both spouses have an equal say in business affairs, services, and capital) or an employee/employer relationship (with one spouse substantially controlling management decisions). a Registered Investment Advisor.

Marketing 83

Marketing Marketing Economics Taxes 83

Cornerstone Financial Advisory

DECEMBER 26, 2023

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Taxes 98

Taxes Investment Advisor Sales Investing 98

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Friday: Institute for Supply Management (ISM) Manufacturing Index. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. a Registered Investment Advisor.

Marketing 82

Marketing Marketing Taxes Economics 82

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Friday: Purchasing Managers’ Index Composite Flash. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. a Registered Investment Advisor. FOMC Minutes.

Marketing 92

Marketing Marketing Taxes Economics 92

Cornerstone Financial Advisory

DECEMBER 18, 2023

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 94

Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

DECEMBER 11, 2023

Purchasing Managers’ Index (PMI) Composite Flash. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. a Registered Investment Advisor. FOMC Announcement.

Marketing 85

Marketing Marketing Taxes Economics 85

Cornerstone Financial Advisory

OCTOBER 9, 2023

The Internal Revenue Service (IRS) has a handy tool called the Tax Withholding Estimator, which can help you manage having too much or too little tax withheld from your wages. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 100

Marketing Marketing Taxes Economics 100

Cornerstone Financial Advisory

JANUARY 2, 2024

6 This Week: Key Economic Data Wednesday: Institute for Supply Management (ISM) Manufacturing Index. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Jobless Claims.

Taxes 80

Taxes Investment Advisor Numbers Investing 80

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. Friday: Purchasing Managers’ Index (PMI) Composite Flash. Index performance is not indicative of the past performance of a particular investment.

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Wednesday: Institute for Supply Management (ISM) Services Index. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. a Registered Investment Advisor.

Marketing 85

Marketing Marketing Economics Taxes 85

BlueMind

JULY 15, 2022

Bear in mind the standards that a Registered Investment Advisor is held accountable to and a broker-dealer is, are different. Now, “over-the-counter” trades have become increasingly popular with the emergence of digitization and remote communication. The Increasing Costs Of Maintaining Compliance Standards To quote former U.S.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Cornerstone Financial Advisory

MAY 22, 2023

4, 5, 6 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI) Composite. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) The following information is not a substitute for medical advice: Manage your blood pressure: Make sure to check your blood pressure regularly.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 7, 2023

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 90

Marketing Marketing Medicine Taxes 90

Cornerstone Financial Advisory

AUGUST 21, 2023

Wednesday: Purchasing Managers’ Index (PMI) Composite Flash. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. New Home Sales.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 28, 2023

1,2,3 Stocks Manage Gains Stock rallied on Monday on upbeat sentiment over the earnings release from a mega-cap semiconductor company scheduled for mid-week, only to see that momentum fizzle the following day on weak retail earnings and a credit downgrade of a handful of banks. Institute for Supply Management (ISM) Manufacturing Index.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MARCH 4, 2024

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 72

Marketing Marketing Economics Taxes 72

Cornerstone Financial Advisory

JULY 24, 2023

6 This Week: Key Economic Data Monday: Purchasing Managers’ Index (PMI) Composite Flash. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Index performance is not indicative of the past performance of a particular investment.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

APRIL 1, 2024

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 3, 2023

Global Central Bankers Meet At last week’s European Central Bank Forum, central-bank governors from around the world gathered to discuss their monetary outlook and the policies needed to manage inflation amid unexpected economic strength. 4 This Week: Key Economic Data Monday: Purchasing Managers’ Index (PMI) Manufacturing.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 15, 2024

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 10, 2023

Lastly, aloe vera might also help lower blood sugar levels by enhancing insulin sensitivity and improving blood sugar management. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. a Registered Investment Advisor.

Marketing 88

Marketing Marketing Taxes Economics 88

Cornerstone Financial Advisory

JANUARY 8, 2024

Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., stock market.

Marketing 80

Marketing Marketing Taxes Economics 80