Cornerstone Financial Advisory

NOVEMBER 11, 2024

6,7 Stocks finished the week with a number of records: the S&P 500 crossed the 6,000 mark, and the Dow breached 44,000 for the first time on Friday. If you’re unsure what your “numbers” are, schedule a visit with your doctor to monitor them and understand why each is important. Economic news that showed a 2.2

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Tip adapted from Green Matters 9 Weekly Riddle… A palindrome is any word, phrase, or number that reads the same, either forward or backward. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

MAY 27, 2025

So, so those numbers are astonishing. And in fact, I ultimately found the job in political campaign consulting. And there was a number that were actually in that business. You know, and, and, and so we expanded into a number of different other businesses. I mean, it was the number one diet in America, right?

Food 130

Food Numbers Investing Investments 130

Cornerstone Financial Advisory

OCTOBER 28, 2024

On Tuesday, Standard & Poor’s reported that the number of stocks above their 20-day moving average fell to nearly 50 percent. Tip adapted from Healthline 10 Weekly Riddle… How many times can you subtract the number 75 from 7,500? Please consult your financial professional for additional information.

Marketing 52

Marketing Marketing Taxes Economics 52

Harness Wealth

APRIL 30, 2025

The people who undergo an audit have been selected due to a number of red flags that the IRSs computer-based system has detected. Common mistakes that can trigger an IRS audit There are a number of key red flagsranging from mistakes made on tax returns to specific financial circumstancesthat can attract IRS scrutiny.

Compliance 52

Compliance Taxes Accounting Assets 52

Cornerstone Financial Advisory

DECEMBER 2, 2024

Here’s what you’ll need to verify your identity: Social Security number Birthdate An Individual Taxpayer Identification Number if you have one instead of your SSN Your filing status Your prior tax return. Last week’s riddle: A palindrome is any word, phrase, or number that reads the same, either forward or backward.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. So that, that number ultimately is about 40 billion of our 150 billion of equity.

Management 130

Management Assets Portfolio Insurance 130

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. 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 Economics Taxes 52

The Big Picture

DECEMBER 5, 2023

’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. And I got to see firsthand what Bain was doing in strategic consulting and understand their view of business separate from the numbers. And Bain was kind enough to offer me a job to facilitate.

Numbers 173

Numbers Investing Investments Management 173

Trade Brains

JUNE 15, 2025

The outcome was market consolidation, coupled with increased valuations of local stocks and new worries that the US will apply unilateral tariffs in the coming weeks. Please consult your investment advisor before investing. As riskier stocks continued to suffer, investors turned to safe-haven assets like gold.

Banking 59

Banking Certification Investing Investments 59

Trade Brains

JANUARY 6, 2023

Market capitalization is the aggregate valuation of the company based on its current share price and the total number of outstanding stocks. Market capitalization = (Current market price of 1 share)*(total number of outstanding shares). Tata Consultancy Services (TCS). Tata Consultancy Services Ltd. crore shares.

Marketing 98

Marketing Marketing Banking Insurance 98

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

Taxes 104

Taxes Numbers Investment Advisor Economics 104

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Last week’s riddle: How many times can you subtract the number 75 from 7,500? 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

DECEMBER 9, 2024

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. Please consult your financial professional for additional information.

Marketing 52

Marketing Marketing Taxes Economics 52

Harness Wealth

APRIL 30, 2025

Setting clear financial goals and obtaining realistic business valuations early in the process helps you understand how timing impacts both taxes and overall returns. Family Limited Partnerships FLPs enable the gradual transfer of ownership to family members while utilizing valuation discounts for the lack of marketability or control.

Taxes 52

Taxes Planning Tax Planning Sales 52

Carson Wealth

JANUARY 25, 2024

That number was usually adjusted up or down based on the individual school applied to and a variety of other factors. That could lead to less aid if your business has a high valuation. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Proportionally impacting small businesses.

Taxes 97

Taxes Consulting Education Assets 97

Cornerstone Financial Advisory

OCTOBER 2, 2023

However, beneath the headline number, consumer spending was cut to a 0.8 Answer: She bought house numbers. As her street address starts with the number 122, she purchased two carved “2s” and one carved “1.” Please consult your financial professional for additional information. What did she purchase?

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

JANUARY 8, 2024

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. How many times will he have to paint the number 8? Missing signatures can delay your return. What is it?

Marketing 98

Marketing Marketing Taxes Economics 98

James Hendries

FEBRUARY 23, 2023

If you are getting ready to retire and thinking about selling your financial firm, you have to decide how much your business is worth, and it can be challenging to put a number on something you’ve been building for your whole life. Important Disclosures: LPL Financial does not provide business valuation services.

Valuation 40

Valuation Retirement Financial Services Commission 40

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. Take a debit or credit card number over the phone. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 105

Marketing Marketing Economics Taxes 105

Steve Sanduski

MAY 31, 2022

Guest: Paul Blease , Strategic Consultant, Invesco Global Consulting at Invesco Global Consulting. Paul and I discuss: Why prospective buyers and sellers shouldn’t be relying on “industry standard” valuation metrics alone when considering an acquisition.

Planning 52

Planning Consulting Clients Valuation 52

Darrow Wealth Management

AUGUST 28, 2023

Make your business more sellable later by getting advice now Business brokers often recommend getting a valuation done years before expecting to sell the company. Both professionals often help sellers with valuation, find/vet potential buyers, advise on deal structure/terms, etc.

Sales 98

Sales Estate Planning Wealth Advisor Taxes 98

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. What is the smallest number of people that could appear in the photo? Please consult your financial professional for additional information.

Marketing 105

Marketing Marketing Economics Food 105

Harness Wealth

MARCH 27, 2025

Although these transactions are less common than LP- or GP-led secondaries, they can offer buyers a number of advantages. With secondary markets becoming more accessible, a growing number of investors are navigating complex tax implications when selling private company shares. 2) Complex valuation.

Taxes 52

Taxes Tax Planning Assets Compliance 52

Cornerstone Financial Advisory

OCTOBER 30, 2023

Tip adapted from Cleveland Clinic 7 What 3 numbers can you add together and get the same result as when you multiply them? 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 105

Marketing Marketing Economics Taxes 105

Darrow Wealth Management

OCTOBER 21, 2024

That will determine the number of options you have. For example, in the Takeda acquisition of Shire, awards were converted on a predetermined valuation outlined in the terms of the deal. But again there are nuances, so consult a tax advisor to discuss your situation. Both ways should allow you more time to exercise your options.

Taxes 116

Taxes Wealth Management Planning Media 116

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. Consult a qualified tax expert for help. Please consult your financial professional for additional information. in February, more than the expected 0.3%

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Consult your tax, legal, and accounting professionals for more specific information. They both won the same number of games, yet none of the games they played ended in a draw. Please consult your financial professional for additional information. To report rental income and rental expenses, use Schedule E.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

OCTOBER 16, 2023

PPI, CPI Updates The disinflationary trend appears to be stalling if the inflation numbers are any indication. One large, 12-week study found that a daily garlic supplement reduced the number of colds by 63% compared to a placebo. Please consult your financial professional for additional information. versus a forecast of a 0.3%

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Consult your tax, legal, and accounting professionals for more specific information. They both won the same number of games, yet none of the games they played ended in a draw. Please consult your financial professional for additional information. So how could this be? Answer: They were not playing each other.

Marketing 105

Marketing Marketing Economics Taxes 105

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. 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 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Inflated Perspective Consumer Price Index data was one of the big pieces of news driving markets last week, with January’s numbers coming in at 3.1 Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Instead of counting just the number of calories, you count the macronutrients, including proteins, carbs, and fats. 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 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Apply for an Employer Identification Number (EIN): An EIN is used to identify a business. 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. Most businesses need an EIN.

Marketing 105

Marketing Marketing Taxes Economics 105

Trade Brains

DECEMBER 22, 2022

Here are the ten Top IT stocks in 2023 in the Indian stock market listed on BSE and NSE: 1) Tata Consultancy Services (TCS). Tata Consultancy Services Ltd. is an IT services, consulting, and business solutions organization that is a part of Tata Group of companies and was established by Tata Sons Ltd. 2) Infosys Limited.

Marketing 52

Marketing Marketing Consulting Engineering 52

Zoe Financial

JULY 17, 2023

Main reason for market enthusiasm has to do with the inflation numbers for June. 25% rally over the last 9 months for stocks, mainly driven by valuation expansion. It’s up 17% year-to-date. Nasdaq was up 3.3%. Up 35% year-to-date. For earnings, companies are reporting above expectations. Stay tuned for next week.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 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.

Marketing 105

Marketing Marketing Taxes Economics 105