Cornerstone Financial Advisory

OCTOBER 23, 2023

Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7% Existing home sales were weak, falling 2.0% Existing home sales are on track to record their slowest year since 2011. Wednesday: New Home Sales. in September–well above the forecast of a 0.3% Housing starts rebounded 7.0%

Marketing 86

Marketing Marketing Taxes Economics 86

Cornerstone Financial Advisory

DECEMBER 26, 2023

in November, reaching levels not seen since May, while existing home sales rebounded 0.8%, reversing five straight months of declines. Existing home sales have been hurt by low inventory since many homeowners with low-rate mortgages are hesitant to move and take on a higher-rate mortgage. New home construction rose 14.8%

Taxes 98

Taxes Investment Advisor Sales Investing 98

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 94

Marketing Marketing Taxes Economics 94

Carson Wealth

JULY 6, 2023

There are two key goals: You want to ensure a seamless transition that will preserve the legacy you have worked so tirelessly to build, and you also need the sale to achieve sufficient income for you to have the independence you crave in retirement. They can even connect you with sources to provide counsel as you navigate the process.

Planning 52

Planning Valuation Financial Advisor Taxes 52

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. 5 This Week: Key Economic Data Tuesday: Housing Starts.

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

AUGUST 21, 2023

4 Retail Sales Surprise Retail sales jumped 0.7% Sales of autos and electronics fell, a possible consequence of higher borrowing costs. 5 This Week: Key Economic Data Tuesday: Existing Home Sales. New Home Sales. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM)

Marketing 52

Marketing Marketing Economics Taxes 52

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. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA.

Marketing 79

Marketing Marketing Taxes Economics 79

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. 1,782 before falling to Rs. 4687Cr in FY22.

Healthcare 59

Healthcare Banking Communication Food 59

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. The opinions expressed and material provided are for general information, and they should not be considered a solicitation for the purchase or sale of any security.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 15, 2024

5,6 This Week: Key Economic Data Monday: Retail Sales. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. The opinions expressed and material provided are for general information, and they should not be considered a solicitation for the purchase or sale of any security.

Marketing 52

Marketing Marketing Taxes Economics 52

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 100

Marketing Marketing Taxes Economics 100

Cornerstone Financial Advisory

NOVEMBER 20, 2023

The rally paused in the final days of trading as stocks digested their gains and investors assessed weak retail sales and industrial production reports and a rise in continuing jobless claims. 6 This Week: Key Economic Data Tuesday: Existing Home Sales. The climb in the annual core CPI was the lowest in two years. FOMC Minutes.

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Marketing Marketing Taxes Economics 92

Cornerstone Financial Advisory

MARCH 11, 2024

Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Treasury Statement.

Marketing 77

Marketing Marketing Insurance Taxes 77

Cornerstone Financial Advisory

JULY 24, 2023

5 Sales of existing homes were also lower in June, declining by 3.3%, owing to a persistently low inventory level. Year-over-year sales were lower by 18.9%. New Home Sales. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ),

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

APRIL 29, 2024

Thursday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 52

Marketing Marketing Taxes Economics 52

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

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. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 59

Marketing Marketing Taxes Economics 59

Nationwide Financial

APRIL 10, 2023

trillion of debt due through 2025, with Morgan Stanley estimating that office and retail property valuations could fall 40%. Notable weakness is expected in materials, health care, technology, and communications, while consumer discretionary and industrials are expected to grow. The unemployment rate fell to 3.5%

Marketing 59

Marketing Marketing Retail Banking 59

Cornerstone Financial Advisory

MARCH 4, 2024

3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. The opinions expressed and material provided are for general information, and they should not be considered a solicitation for the purchase or sale of any security. Beige Book.

Marketing 72

Marketing Marketing Economics Taxes 72

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

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

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. The opinions expressed and material provided are for general information, and they should not be considered a solicitation for the purchase or sale of any security. Jobless Claims.

Marketing 82

Marketing Marketing Taxes Economics 82

Brown Advisory

NOVEMBER 1, 2023

In some situations, you can retain the income tax burden inherent in the gifted asset (both ordinary income tax and capital gains tax upon a sale), even while the economic value of the asset is passed to a beneficiary. There are other ways to generate valuation discounts through indirect gifting strategies.

Accounting 52

Accounting Taxes Assets Clients 52

Cornerstone Financial Advisory

DECEMBER 11, 2023

Thursday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 85

Marketing Marketing Taxes Economics 85

Cornerstone Financial Advisory

AUGUST 14, 2023

The combination of higher yields and earnings that failed to validate tech’s elevated valuations has dragged the sector and the larger market. 5 This Week: Key Economic Data Tuesday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. versus the expected 0.2% FOMC Minutes.

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

JULY 14, 2022

The key business verticals for Infosys are financial services, retail, communication, energy & utilities, and the life science and healthcare division. The key business verticals for Infosys are financial services, retail, communication, energy and utilities, and manufacturing. Valuation Parameter (Rs in Cr). QUICK READ.

Consulting 52

Consulting Healthcare Financial Services Valuation 52

Cornerstone Financial Advisory

NOVEMBER 21, 2022

The economic picture, however, included some encouraging news as retail sales rose and producer price increases moderated. . New Home Sales. DELL), Zoom Video Communications, Inc. (ZM). It should not be considered a solicitation for the purchase or sale of the securities. Producer Prices Ease. Happy Thanksgiving!

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 7, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Copyright 2023 FMG Suite.

Marketing 90

Marketing Marketing Medicine Taxes 90

Cornerstone Financial Advisory

JANUARY 29, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Copyright 2024 FMG Suite.

Marketing 83

Marketing Marketing Economics Taxes 83

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. New Home Sales. PANW), Zoom Video Communications, Inc. (ZM). This Week: Key Economic Data.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JUNE 19, 2023

Thursday: Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Butler 3 Facts About Capital Gains When you sell a capital asset, like an investment or a piece of property, the sale can result in a capital gain or loss. The Fed also lowered its unemployment projection to 4.1%

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

OCTOBER 2, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Copyright 2023 FMG Suite.

Marketing 91

Marketing Marketing Taxes Economics 91

Cornerstone Financial Advisory

OCTOBER 30, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Copyright 2023 FMG Suite.

Marketing 97

Marketing Marketing Economics Taxes 97

Cornerstone Financial Advisory

OCTOBER 9, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. (PNC), BlackRock, Inc.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

JANUARY 8, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Copyright 2024 FMG Suite.

Marketing 80

Marketing Marketing Taxes Economics 80

Cornerstone Financial Advisory

JANUARY 2, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Copyright 2024 FMG Suite.

Taxes 80

Taxes Investment Advisor Numbers Investing 80

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Copyright 2023 FMG Suite.

Marketing 85

Marketing Marketing Economics Taxes 85