Cornerstone Financial Advisory

JANUARY 8, 2024

Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. Please consult your financial professional for additional information. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 98

Marketing Marketing Taxes Economics 98

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. As I mentioned, a lot of our, I think initial funds have come from tax paying investment advisors and such who might have a choice which to use.

Valuation 130

Valuation Investments Investing Assets 130

Brown Advisory

AUGUST 1, 2019

Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. We recommend that you consult your tax and investment advisors to determine whether the Roth IRA conversion strategy is right for you.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time. We recommend that you consult your tax and investment advisors to determine whether the Roth IRA conversion strategy is right for you.

Planning 52

Planning Distribution Taxes Accounting 52

The Big Picture

JULY 29, 2024

And then because that internship was in marketing, I had some opportunities to do consulting work and then eventually found my way to American Express working in their marketing department. You know, don’t be overwhelmed by the, the vocabulary or the math or things that frighten people away from the industry.

Clients 144

Clients Portfolio Financial Advisor Investments 144

The Big Picture

DECEMBER 6, 2022

I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

Clients 157

Clients Investments Investing Management 157

Good Financial Cents

APRIL 19, 2023

Consulting. Consulting is just another job – perfect for a side hustle, but not exactly passive. For consulting to be passive, you’ll need to build the practice with other people and be able to step away from the work eventually. You have to evaluate the passive income opportunity in its long-term state for you.

Accounting 105

Accounting Investments Investing Media 105