Cornerstone Financial Advisory

JUNE 3, 2024

Weekly Market Insights: Stocks Sag On Downbeat Economic Indicators Presented by Cornerstone Financial Advisory, LLC Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. This information is not intended to be a substitute for specific, individualized tax advice.

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Cornerstone Financial Advisory

AUGUST 7, 2023

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. a Registered Investment Advisor.

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Cornerstone Financial Advisory

FEBRUARY 5, 2024

Weekly Market Insights: Investors Move Past Mixed Fed Message Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. In addition, rental income may be subject to a net investment income tax.

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Cornerstone Financial Advisory

OCTOBER 2, 2023

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. However, beneath the headline number, consumer spending was cut to a 0.8 Answer: She bought house numbers.

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Cornerstone Financial Advisory

NOVEMBER 6, 2023

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. These expenses can also impact your tax liability. The Nasdaq Composite index rocketed 6.61% higher for the week.

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Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Consult a qualified tax expert for help. in February compared with a year earlier.

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Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm.

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Good Financial Cents

MAY 11, 2023

The scams involve individuals receiving calls from fake international numbers , causing concern and confusion among users. Reports of unsolicited WhatsApp calls and messages from purported international numbers have inundated social media platforms, particularly Twitter.

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Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. ” – Aristotle Protect Your Tax Data Protecting your data is very important in today’s digital age.

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Cornerstone Financial Advisory

AUGUST 28, 2023

Weekly Market Insights: Stocks Retreat; Powell Talk Goes Hawk Presented by Cornerstone Financial Advisory, LLC Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. What is the smallest number of people that could appear in the photo?

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Cornerstone Financial Advisory

MAY 21, 2024

Weekly Market Insights: Investors Anticipate Fed Rate Change Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. This information is not intended to be a substitute for specific, individualized tax advice. Core CPI came in at 0.29

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Cornerstone Financial Advisory

APRIL 22, 2024

Weekly Market Insights: Fed And Middle East Conflict Diminish Stocks Presented by Cornerstone Financial Advisory, LLC Stocks fell for a third straight week, as Fed Chair Jerome Powell’s mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. The forecasts also are subject to revision. TSLA), Visa Inc.

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Cornerstone Financial Advisory

OCTOBER 30, 2023

Weekly Market Insights: Stocks Retreat On Cautious Earnings Reports Presented by Cornerstone Financial Advisory, LLC Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market.

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Cornerstone Financial Advisory

NOVEMBER 27, 2023

Weekly Market Insights: Short Week Strong For Stocks Presented by Cornerstone Financial Advisory, LLC Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. There are some important tax tips to know to set yourself up for success.

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eMoney Advisor

DECEMBER 19, 2022

Also, similar to the maximum number of seats on a bus or a plane, each financial planner has a natural limit to the maximum number of clients they can effectively service. Try a Presentation Formula: Pictures, Words, and Numbers. I apply it every time I present a financial plan to a client.

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Cornerstone Financial Advisory

NOVEMBER 20, 2023

Weekly Market Insights: November Rally Continues Presented by Cornerstone Financial Advisory, LLC Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. Did you know there are some tax considerations when starting a new hobby? The Nasdaq Composite index rose 2.37% for the week.

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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. However, AFP also points to the lack of grassroots engagement and the lack of agility and adaptation within the nonprofit sector as reasons behind the decreasing numbers.

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Cornerstone Financial Advisory

APRIL 1, 2024

Weekly Market Insights: Stocks Narrowly Higher Presented by Cornerstone Financial Advisory, LLC Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. This information is not intended to be a substitute for specific, individualized tax advice. CNBC.com, March 25, 2024 3.

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Cornerstone Financial Advisory

JANUARY 17, 2023

Presented by Cornerstone Financial Advisory, LLC. 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. This information is not intended to be a substitute for specific individualized tax advice.

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Cornerstone Financial Advisory

JULY 11, 2022

Presented by Cornerstone Financial Advisory, LLC. Employers added 372,000 jobs in June, a number that was above economists’ estimates of 250,000. The Small Business Health Care Tax Credit. In an effort to extend health care benefits to more people, the IRS introduced the small business healthcare tax credit.

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Cornerstone Financial Advisory

APRIL 17, 2023

Presented by Cornerstone Financial Advisory, LLC The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. A weak retail sales number on Friday shaved the gains to close out the week.

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Cornerstone Financial Advisory

MAY 22, 2023

Despite Stall, Debt Deal Optimism Cheers Markets Presented by Cornerstone Financial Advisory, LLC Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM)

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Cornerstone Financial Advisory

JUNE 19, 2023

Weekly Market Insights: Stocks Climb After Fed Pause Presented by Cornerstone Financial Advisory, LLC Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience. The data cooperated as consumer prices rose 4.0%

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International College of Financial Planning

OCTOBER 26, 2023

Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. They’re well-versed in recommending vital products like life insurance and are wizards at tax planning. Presenting with Panache: Your voice matters. Where Do They Shine?

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eMoney Advisor

APRIL 4, 2023

2 Begin by understanding that the challenges in managing inherited wealth are not just about the numbers. Financial professionals can help by opening the lines of communication with clients and their families. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

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Cornerstone Financial Advisory

MAY 30, 2023

Presented by Cornerstone Financial Advisory, LLC Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. ” – Mariah Carey Be On Alert For IRS Scams The Internal Revenue Service is on a constant lookout for tax-related scams.

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Cornerstone Financial Advisory

DECEMBER 5, 2022

And Job Numbers Cheer Markets. Presented by Cornerstone Financial Advisory, LLC. In a presentation to the Brookings Institution, Powell said that it might be time to begin moderating the pace of rate hikes. Generally, the money in a traditional IRA isn’t taxed until it’s withdrawn. Labor May Be Key.

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Cornerstone Financial Advisory

NOVEMBER 21, 2022

Presented by Cornerstone Financial Advisory, LLC. DELL), Zoom Video Communications, Inc. (ZM). If you hire an independent contractor for your business, you are generally not responsible for withholding income taxes, Social Security, or Medicare taxes from their compensation. The forecasts also are subject to revision.

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Cornerstone Financial Advisory

FEBRUARY 20, 2023

Mixed Results As Interest Rate Concerns Grow Presented by Cornerstone Financial Advisory, LLC Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week. Year-over year, producer prices rose 6.0%, a slight improvement from December’s number.

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Cornerstone Financial Advisory

JANUARY 30, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. 4 Beneath the headline number, the personal consumption expenditures price index (the Fed’s preferred measure of inflation) rose 3.2%. GDP Report The U.S.

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Cornerstone Financial Advisory

JANUARY 9, 2023

Presented by Cornerstone Financial Advisory, LLC. 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. .

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Ballast Advisors

AUGUST 23, 2023

The survey numbers have almost reversed from ten years ago, while college enrollment has declined by about 15% over the same period. The current FAFSA divides the EFC by the number of children in college, but the new FAFSA does not. Broadridge Investor Communication Solutions, Inc.

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Cornerstone Financial Advisory

FEBRUARY 13, 2023

Mixed Feelings And Mixed Earnings Presented by Cornerstone Financial Advisory, LLC Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. The concern was that the surprise job number would change Powell’s outlook coming out of the last FOMC meeting.

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Cornerstone Financial Advisory

AUGUST 22, 2022

Presented by Cornerstone Financial Advisory . 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).

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Cornerstone Financial Advisory

JANUARY 23, 2023

Mixed Results Following Weak Economic Data Presented by Cornerstone Financial Advisory, LLC Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. 5,6 Many economists viewed these lackluster numbers as evidence of a weakening consumer.

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Cornerstone Financial Advisory

NOVEMBER 14, 2022

Presented by Cornerstone Financial Advisory, LLC. 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 Nasdaq Composite index rose 8.10% for the week.

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Cornerstone Financial Advisory

MAY 8, 2023

Friday Rally Trims Losses; CPI Report Next Week Presented by Cornerstone Financial Advisory, LLC A Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses. ” – Charlotte Brontë Need Last Year’s Tax Returns? Order a tax transcript.

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