Inside Information

MAY 30, 2023

This is the time of year when the various industry magazines come out with their broker-dealer surveys, listing the ‘top’ BD rankings based on total revenues or the number of ‘producing’ reps. In most cases, with a few exceptions, sales are 40% or more of the total revenues, and are more often over 60%.

Communication 40

Communication Sales Compliance Insurance 40

Validea

OCTOBER 25, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the S&P 500. See the Factor Report for XLE.

Investing 72

Investing Investments Communication Assets 72

Abnormal Returns

AUGUST 27, 2022

Autos What it means if California bans the sale of new ICE vehicles by 2035. papers.ssrn.com) Putting some numbers on the effect of employer vaccine mandates. theconversation.com) Communicating about viral transmission is no easy feat. newatlas.com) Bigger tires make for lower mileage and range. curbed.com) Transport Pilot Co.,

Food 130

Food License Financial Advising Media 130

Trade Brains

MARCH 29, 2024

Bharti Hexacom is a communications service provider offering consumer mobile services, fixed-line telephone & broadband services under the brand Airtel. Today, Bharti Hexacom offers its communication services as Airtel in a synergistic manner to its customers. Keep reading to find out!

Government 59

Government Communication Valuation Consulting 59

Abnormal Returns

NOVEMBER 12, 2022

grist.org) Five insights from Tom Mustill's "How To Speak Whale: A Voyage into the Future of Animal Communication." washingtonpost.com) Covid A new study shows masking mandates were linked with significantly reduced numbers of Covid cases in schools. frontofficesports.com) Liverpool FC is for sale.

Financial Advising 130

Financial Advising Media Medical Communication 130

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.

Education 85

Education Numbers Accounting Communication 85

Cornerstone Financial Advisory

APRIL 22, 2024

A bit of good news punctuated an otherwise sour Monday, as a stronger-than-expected retail sales report showed consumers were spending despite rising inflation. Retail sales increased 0.7% New Home Sales. Pending Home Sales. This Week: Companies Reporting Earnings Monday: Verizon Communications Inc. (VZ)

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

It should not be considered a solicitation for the purchase or sale of any company connected with AI. 3,4 This Week: Key Economic Data Monday: New Home Sales. WDAY), Zoom Video Communications, Inc. (ZM) It should not be considered a solicitation for the purchase or sale of the securities. Two-year Treasury Note Auction.

Marketing 86

Marketing Marketing Economics Taxes 86

Carson Wealth

JANUARY 25, 2023

Communication Is Key Your preparer should tell you when to expect the engagement letters, organizers, etc., Marriage, divorce, births/adoptions, deaths, home purchases and sales, new business ventures and side hustles, and inheritances are a few examples of events that have tax consequences.

Taxes 98

Taxes Medical Distribution Accounting 98

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. Existing Home Sales. in February, more than the expected 0.3% Fed Balance Sheet.

Marketing 90

Marketing Marketing Taxes Economics 90

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. The surtax will increase the Massachusetts tax liability by $68,000 on the sale of their home. But if a sale is in process, wrapping it up before 12/31 would be advantageous (all else equal).

Taxes 95

Taxes Wealth Management Tax Planning Planning 95

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88 Copyright 2024 FMG Suite.

Taxes 82

Taxes Investment Advisor Numbers Investing 82

Steve Sanduski

MAY 31, 2022

Your business may not be for sale, but it should always be salable. How to communicate your succession plan to your most valued clients so that they don’t jump ship. The importance of determining the optimal number of manageable clients for your business. According to a 2019 study by J.D.

Planning 52

Planning Consulting Valuation Financial Advisor 52

Cornerstone Financial Advisory

JANUARY 8, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Giving an incorrect account number can delay your refund even further. Last week’s riddle: Victor is assigned to paint suite numbers on doors at an office building with 100 suites, which will be numbered from 1 to 100. What is it?

Marketing 82

Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

AUGUST 7, 2023

It should not be considered a solicitation for the purchase or sale of the securities. ” – Desmond Tutu Add Social Security Numbers Of Your Dependents On Your Return On your tax return, add the Social Security Numbers for your children and other dependents. Copyright 2023 FMG Suite. a Broker/Dealer, Member FINRA / SIPC.

Marketing 92

Marketing Marketing Medicine Taxes 92

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. Existing Home Sales. New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. increase over October and a year-over-year increase of 3.1%.

Marketing 96

Marketing Marketing Taxes Economics 96

Cornerstone Financial Advisory

NOVEMBER 6, 2023

The combination on Wednesday of the Fed’s decision to keep rates unchanged, which accompanied dovish comments from Fed Chair Powell, and a reassuring Treasury announcement on future bond sales, sparked a third straight day of gains. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 101

Marketing Marketing Taxes Economics 101

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. Existing Home Sales. Thursday: Jobless Claims. Copyright 2023 FMG Suite.

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

OCTOBER 2, 2023

However, beneath the headline number, consumer spending was cut to a 0.8 It should not be considered a solicitation for the purchase or sale of the securities. Answer: She bought house numbers. As her street address starts with the number 122, she purchased two carved “2s” and one carved “1.”

Marketing 93

Marketing Marketing Taxes Economics 93

eMoney Advisor

MARCH 21, 2023

By using your expertise to communicate, educate, and provide perspective, you’ll likely magnify the loyalty of your clients. Use Continuous Communication Be proactive in your outreach to clients rather than waiting for them to call you. When the market is down, Roth conversions are essentially on sale.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Trade Brains

SEPTEMBER 27, 2023

Large Cap Stocks with High FII Holdings #1 – One97 Communication (PayTM) PayTM (or Pay Through Mobile), is a name every Indian is familiar with, as the revolutionizer of the mobile banking industry in India. PayTM’s parent ‘One97 Communication’ was founded by Vijay Shekhar Sharma. Max reported FY23 numbers of Rs.

Healthcare 59

Healthcare Banking Communication Food 59

Million Dollar Round Table (MDRT)

NOVEMBER 27, 2022

As I was a STEM major, when I communicate with my clients about their life plans, I instantly calculate their future living expenses, education expenses, mortgage, retirement funds, etc., and give them the numbers so they can have an idea of how much they will need. — Kaplan Mobray, 2022 MDRT Annual Meeting speaker.

Clients 71

Clients Wealth Management Financial Advisor Communication 71

Cornerstone Financial Advisory

FEBRUARY 5, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Your mental health influences how you communicate with others, perform at work, and feel about yourself. They both won the same number of games, yet none of the games they played ended in a draw. (PM) Friday: PepsiCo Inc.

Marketing 81

Marketing Marketing Taxes Economics 81

Carson Wealth

MAY 30, 2023

The sale of the stock is treated as a capital gain or loss, subject to the holding period at the time of sale. Performance-Based Restricted Stock Awards Some companies offer a variation of restricted shares in which the number of shares transferred at vest is subject to a predetermined performance metric.

Executive Compensation 52

Executive Compensation Tax Planning Taxes Planning 52

Cornerstone Financial Advisory

APRIL 1, 2024

New home sales in February slipped 0.3 Tuesday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. What are they? Last week’s riddle: Which positive whole number can you add 1.5 Conflicting economic news on Monday and Tuesday contributed to the slide.

Marketing 52

Marketing Marketing Economics Taxes 52

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. in October (versus a +0.1% FOMC Minutes.

Marketing 94

Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

JANUARY 23, 2023

Disappointing retail sales and manufacturing reports sparked concerns that the Fed may have gone too far in hiking rates, while a drop in initial jobless claims diminished chances of a near-term pause in rate hikes. 4 Consumers Retrench Retail sales fell 1.1% New Home Sales. economic growth is consumer spending. Horton, Inc.

Marketing 59

Marketing Marketing Economics Taxes 59

Inside Information

APRIL 1, 2024

The reps could get their transactions handled essentially for free elsewhere (we have a number of independent custodians, after all), but to sell annuities and other products, they are required to work through a FINRA-affiliated BD. One might wonder if this is a benefit to them or to the BD that wants to protect itself from lawsuits.

Compliance 40

Compliance Commission Sales Financial Services 40

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. Friday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. 6 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). FOMC Minutes. Industrial Production.

Marketing 59

Marketing Marketing Taxes Economics 59

Good Financial Cents

JANUARY 18, 2023

They carry out risk assessments, perform financial analyses, and generate reports for sales and management teams. To be successful in the role, you must possess strong analytical and communication skills. The base salary might not stand out, but they also earn sales commissions, which is where their real income potential lies.

Insurance 89

Insurance Consulting Commission Management 89

Cornerstone Financial Advisory

MAY 22, 2023

1,2,3 Possible Debt Deal After stumbling on weak April retail sales and a combination of disappointing earnings and weak guidance from a major retailer, stocks moved higher mid-week as the news on the debt negotiations turned more positive. decline in April existing home sales. New Home Sales. An unexpected 2.2% Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 30, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Tip adapted from Cleveland Clinic 7 What 3 numbers can you add together and get the same result as when you multiply them? (LLY), Duke Energy Corporation (DUK), Cigna Group (CI), ConocoPhillips (COP) Friday: Berkshire Hathaway, Inc.

Marketing 99

Marketing Marketing Economics Taxes 99

Trade Brains

NOVEMBER 26, 2023

The Company grew its Net Sales by 7%, from Rs. The Company caters to areas of Aerospace and Defense, Automotive, Communication, Power Generation, Energy, Geospatial, Heavy Industries, Oil and gas, semiconductors, and a lot more. 927 Cr in FY22 to Rs. 999 Cr in FY23. 285 Cr in FY23. India and the rest of the world bring in 9.9%

Recruitment 102

Recruitment Startup Engineering Education 102

Brown Advisory

MARCH 14, 2023

Still, even if the numbers aren’t moving, the sentiment is somewhat less favorable today than it was in November. Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. From the start, the company’s sales team was very aggressive as a start-up needs to be. Source: FactSet.

Clients 97

Clients Investing Investments Sales 97

Cornerstone Financial Advisory

NOVEMBER 27, 2023

This Week: Key Economic Data Monday: New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Apply for an Employer Identification Number (EIN): An EIN is used to identify a business. Tuesday: Consumer Confidence. Wednesday: Gross Domestic Product (GDP). Jobless Claims.

Marketing 84

Marketing Marketing Taxes Economics 84

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. It should not be considered a solicitation for the purchase or sale of the securities. Copyright 2023 FMG Suite.

Marketing 87

Marketing Marketing Economics Taxes 87

Cornerstone Financial Advisory

JULY 11, 2022

Employers added 372,000 jobs in June, a number that was above economists’ estimates of 250,000. Friday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. There can only be one of each number in each row and column. Wage gains were robust (+5.1% Jobless Claims.

Marketing 52

Marketing Marketing Taxes Economics 52