Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. I sometimes feel that I am right.

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Cornerstone Financial Advisory

OCTOBER 9, 2023

Weekly Market Insights: Stocks Rally After Strong Jobs Report Presented by Cornerstone Financial Advisory, LLC A Friday rally overcame a shaky week, sending stocks mostly higher. This information is not intended to substitute for specific individualized tax advice. The Dow Jones Industrial Average slipped 0.30% for the week.

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Cornerstone Financial Advisory

MARCH 4, 2024

Weekly Market Insights: Tech And AI Lead Another Advancing Week Presented by Cornerstone Financial Advisory, LLC Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Here’s How To Pay If you owe federal taxes, you must pay by the April deadline.

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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

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

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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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. ” –John Steinbeck Who Can Deduct Car Expenses On Their Tax Returns? a Registered Investment Advisor.

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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

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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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

JULY 10, 2023

Weekly Market Insights: Stocks Stumble With CPI On Deck Presented by Cornerstone Financial Advisory, LLC Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. The eligibility standards for using Free File depend on the tax partner, but they are usually based on income, age, and state residency.

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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

AUGUST 21, 2023

Weekly Market Insights: Stocks Weather Summer Storm Of News And Indicators Presented by Cornerstone Financial Advisory, LLC Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM)

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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. This information is not intended to substitute for specific individualized tax advice.

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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. Do the complicated tasks first.

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Cornerstone Financial Advisory

APRIL 29, 2024

Weekly Market Insights: Despite Turbulent Week, Stocks Stage Comeback Presented by Cornerstone Financial Advisory, LLC Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. Free File has most of the necessary forms when filing your taxes. Stocks Bounce Back. .”

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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. a Registered Investment Advisor.

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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.

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Cornerstone Financial Advisory

APRIL 15, 2024

Weekly Market Insights: Stocks Startled By Inflation, Conflict Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions. ” – William Shakespeare More Digital Choices For Filing The IRS has made it easier to file your taxes.

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Cornerstone Financial Advisory

OCTOBER 31, 2022

Presented by Cornerstone Financial Advisory, LLC. Did you know that the IRS has an app that makes it easy to check some things off your tax to-do list? Free File is a tax prep software for taxpayers whose 2021 total adjusted gross income was $73,000 or less. Get tax help. Using the app, you can: Check your refund status.

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Cornerstone Financial Advisory

AUGUST 14, 2023

Weekly Market Insights: Summertime Blues For The Markets Presented by Cornerstone Financial Advisory, LLC Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. This information is not intended to substitute for specific individualized tax advice.

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eMoney Advisor

DECEMBER 20, 2022

The CFP Board stated the risks as follows in its communication. They are difficult to analyze and present challenges to CFP® professionals seeking to make informed investment decisions and even knowledgeable investors experience difficulty evaluating these assets.

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Cornerstone Financial Advisory

AUGUST 29, 2022

Presented by Cornerstone Financial Advisory, LLC. 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. How to Check the Status of Your Federal Tax Refund.

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Cornerstone Financial Advisory

JULY 24, 2023

Weekly Market Insights: Stocks Advance And Retreat On Mixed News Presented by Cornerstone Financial Advisory, LLC Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. The forecasts also are subject to revision.

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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. We suggest you discuss your specific tax issues with a qualified tax professional.

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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

AUGUST 1, 2022

Presented by Cornerstone Financial Advisory, LLC. Don’t Forget to Take Advantage of the Work Opportunity Tax Credit. The work opportunity tax credit is a federal tax credit for business owners that have hired individuals from target groups that would have otherwise faced significant barriers when looking for a job.

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Cornerstone Financial Advisory

JUNE 12, 2023

Presented by Cornerstone Financial Advisory, LLC A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark. State and local income tax refunds may be taxable and should be reported on your federal taxes. State taxes may apply to inheritances.) Welfare benefits.

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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. What is this word? a Registered Investment Advisor.

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Cornerstone Financial Advisory

SEPTEMBER 6, 2022

Presented by Cornerstone Financial Advisory, LLC. The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. We suggest that you discuss your specific tax issues with a qualified tax professional.

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Cornerstone Financial Advisory

DECEMBER 5, 2022

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. Here are some quick facts about both of them: A traditional IRA is a tax-advantaged personal savings plan where contributions may be tax deductible.

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Brown Advisory

NOVEMBER 28, 2022

These exercises invite a long-term perspective, open communication and the active engagement of all family members. With that backdrop, we highlight several positive factors: Income Tax Despite recent efforts to raise individual income tax rates, the highest marginal rate remains at 37%.

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Brown Advisory

NOVEMBER 28, 2022

These exercises invite a long-term perspective, open communication and the active engagement of all family members. . With that backdrop, we highlight several positive factors: Income Tax. Despite recent efforts to raise individual income tax rates, the highest marginal rate remains at 37%. Tax Loss Harvesting.

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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

MARCH 27, 2023

Mixed Message Provokes Volatility Presented by Cornerstone Financial Advisory, LLC Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. ” – Melissa Viviane “Lizzo” Jefferson Who Can File Your Taxes?

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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

JANUARY 9, 2023

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

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