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Weekly Market Insights: November 25th, 2024

Cornerstone Financial Advisory

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 7 This Week: Key Economic Data Tuesday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; November 21, 2024 The Econoday economic calendar lists upcoming U.S.

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Understanding business development companies

SEI

These tax-advantaged funds provide capital to small and midsized U.S. For clients seeking income and diversification, BDCs may offer an attractive value proposition: Income potential: BDCs typically invest in debt instruments that pay regular interest, which can support consistent investor distributions.

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Weekly Market Insights | December 16th, 2024

Cornerstone Financial Advisory

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 8 This Week: Key Economic Data Tuesday: Federal Open Market Committee (FOMC) Meeting Begins. ” – Alfred, Lord Tennyson Tax Tip… Have You Created Your IRS Online Account? Retail Sales.

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Weekly Market Insights | October 28th, 2024

Cornerstone Financial Advisory

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Consumer Confidence.

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Weekly Market Insights | December 23rd, 2024

Cornerstone Financial Advisory

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 8 This Week: Key Economic Data Monday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; December 16, 2024 The Econoday economic calendar lists upcoming U.S.

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Weekly Market Insights: November 11th, 2024

Cornerstone Financial Advisory

Economic news that showed a 2.2 TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 9 This Week: Key Economic Data Tuesday: Fed Officials Neel Kashkari and Patrick Harker speak. This information is not a substitute for individualized tax advice.

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1099 vs. K-1: What Private Equity and Alternative Investors Need to Know

Harness Wealth

Private equity and alternative investments create unique tax reporting complexities that demand attention. This article explores the distinctions between K-1 and 1099 reporting, explaining their impact on tax planning, basis calculations, filing deadlines, and strategies to optimize your after-tax returns from alternative investments.