MazumaBusinessAccounting

AUGUST 28, 2022

In 2021, the average tax refund was $3,039. Hardly, especially given the economic downturn of the last couple of years. New small business owners may be hopeful for a tax refund, a small gift to invest back into their operations. Not all types of small businesses can receive tax refunds, however. Small potatoes?

Taxes 52

Taxes Accounting Sales Economics 52

Cornerstone Financial Advisory

MARCH 18, 2024

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. 5 This Week: Key Economic Data Monday: Housing Market Index. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Tuesday: FOMC Meeting Begins.

Marketing 87

Marketing Marketing Taxes Economics 87

Cornerstone Financial Advisory

APRIL 29, 2024

4 On Thursday, markets slipped on two fresh pieces of economic data: a Gross Domestic Product (GDP) slowdown and higher consumer prices. Earnings Vs. Inflation Corporate earnings and economic reports battled it out last week. The big economic news was that Q1 GDP grew at a 1.6 Thursday: Motor Vehicle Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.

Marketing 84

Marketing Marketing Economics Taxes 84

Calculated Risk

MARCH 7, 2024

Though February activity was muted as we started the month, we saw more activity in the lanes at Manheim in the second half of the month and finished the last week of February with some of the strongest weekly gains in wholesale prices for many years,” said Jeremy Robb, senior director of Economic and Industry Insights for Cox Automotive.

Consulting 136

Consulting Retail Taxes Economics 136

Mauldin Economics

MAY 3, 2021

That payment comes due in the form of property taxes. Property taxes are the worst kind of taxes. However… I'm Happy to Pay Another Kind of Tax It isn't income taxes. When you tax people's work and efforts, they want to work less. It's just like taxing their property.

Taxes 52

Taxes Sales Government Economics 52

Cornerstone Financial Advisory

APRIL 22, 2024

A bit of good news punctuated an otherwise sour Monday, as a stronger-than-expected retail sales report showed consumers were spending despite rising inflation. Retail sales increased 0.7% 6 This Week: Key Economic Data Tuesday: PMI Composite. New Home Sales. Pending Home Sales. Jobless Claims. Consumer Sentiment.

Marketing 52

Marketing Marketing Taxes Economics 52

Abnormal Returns

JUNE 18, 2023

(msn.com) Cutting IRS funding reliably reduces overall tax revenue. foreignaffairs.com) The economic schedule for the coming week. newsletter.abnormalreturns.com) Mixed media The music industry is being upended by huge catalogue sales. washingtonpost.com) Should parental leave be split down the middle? insidehook.com)

Financial Advising 226

Financial Advising Media Government Taxes 226

The Big Picture

NOVEMBER 17, 2022

Electric Vehicles Start to Enter the Car-Buying Mainstream : While sales are still skewed toward affluent buyers, more people are choosing electric vehicles to save money. ( Cryptocurrency investors may need to act within the next few weeks to reduce their tax bill—and get ahead of an increasingly aggressive IRS ( Wall Street Journal ).

Recruitment 245

Recruitment Advertising Economics Sales 245

The Big Picture

OCTOBER 18, 2022

The four largest drops occurred during distinct periods of economic distress: 1990 (recession), 2006-09 (GFC), 2020 (pandemic/recession), and today (FOMC 300 bp rate hike). This brings us to the chart: The one above shows the traffic of prospective buyers looking at a new home (2014- 2022); the one below goes back to the 1980s.

Budgeting 363

Budgeting Economy Taxes Economics 363

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. 6 This Week: Key Economic Data Tuesday: Housing Starts. Existing Home Sales. Index of Leading Economic Indicators. New Home Sales. Wednesday: Consumer Confidence. Jobless Claims.

Marketing 94

Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

OCTOBER 23, 2023

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7%

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% Armed Forces.

Taxes 98

Taxes Investment Advisor Sales Investing 98

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. Conflicting economic news on Monday and Tuesday contributed to the slide. New home sales in February slipped 0.3

Marketing 52

Marketing Marketing Economics Taxes 52

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. Core inflation was 3.2%

Marketing 83

Marketing Marketing Economics Taxes 83

Cornerstone Financial Advisory

APRIL 15, 2024

5,6 This Week: Key Economic Data Monday: Retail Sales. Existing Home Sales. Source: Investors Business Daily – Econoday economic calendar; April 11, 2024 The Econoday economic calendar lists upcoming U.S. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 52

Marketing Marketing Taxes Economics 52

Calculated Risk

FEBRUARY 7, 2024

With the volatility we saw last year, it was a welcome sign for the industry to have a calmer month,” said Jeremy Robb, senior director of Economic and Industry Insights for Cox Automotive. “We This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. The index experienced the same 0.0%

Consulting 121

Consulting Taxes Economics Sales 121

Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. 3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales. ISM Services Index.

Marketing 72

Marketing Marketing Economics Taxes 72

Cornerstone Financial Advisory

MARCH 11, 2024

6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Retail Sales. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 77

Marketing Marketing Insurance Taxes 77

Cornerstone Financial Advisory

OCTOBER 30, 2023

Economic data released on Thursday showed remarkable economic strength, with above-consensus forecast growth in third-quarter Gross Domestic Product (GDP) and September’s durable goods orders, with only a minor uptick in initial jobless claims. 5 This Week: Key Economic Data Wednesday: FOMC Announcement. Jobless Claims.

Marketing 97

Marketing Marketing Economics Taxes 97

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. 5 This Week: Key Economic Data Thursday: Jobless Claims. Friday: Consumer Sentiment.

Marketing 100

Marketing Marketing Taxes Investment Advisor 100

Cornerstone Financial Advisory

DECEMBER 11, 2023

5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Thursday: Retail Sales. Source: Econoday, December 8, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials.

Marketing 85

Marketing Marketing Taxes Economics 85

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. Did you know there are some tax considerations when starting a new hobby?

Marketing 92

Marketing Marketing Taxes Economics 92

Cornerstone Financial Advisory

NOVEMBER 27, 2023

They further said that future rate decisions will be based on fresh economic data, offering no indication that a rate cut was forthcoming, as many analysts are increasingly anticipating for 2024. This Week: Key Economic Data Monday: New Home Sales. There are some important tax tips to know to set yourself up for success.

Marketing 82

Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

JANUARY 8, 2024

3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. Source: Investor’s Business Daily, Econoday economic calendar; January 5, 2024 The Econoday economic calendar lists upcoming U.S. It should not be considered a solicitation for the purchase or sale of the securities. also helped sentiment.

Marketing 80

Marketing Marketing Taxes Economics 80

Cornerstone Financial Advisory

FEBRUARY 5, 2024

3 This Week: Key Economic Data Monday: ISM Services Index. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. It should not be considered a solicitation for the purchase or sale of the securities. EIA Petroleum Report.

Marketing 79

Marketing Marketing Taxes Economics 79

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. 4 Retail Sales Surprise Retail sales jumped 0.7% New Home Sales.

Marketing 52

Marketing Marketing Economics Taxes 52

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. A downward revision of Q2 economic growth and fresh signs of a cooling labor market reversed the recent rise in bond yield.

Marketing 85

Marketing Marketing Economics Taxes 85

Cornerstone Financial Advisory

OCTOBER 2, 2023

Mixed Economic Signals Amid recent signs of a labor market cooling (a hopeful sign for ending rate hikes), last Thursday’s initial jobless claims report showed only a slight increase of 204,000. 6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. PCE is the Fed’s preferred inflation gauge.)

Marketing 91

Marketing Marketing Taxes Economics 91

Cornerstone Financial Advisory

OCTOBER 9, 2023

7 This Week: Key Economic Data Wednesday: Producer Price Index (PPI). Source: Econoday, October 6, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. (PNC),

Marketing 84

Marketing Marketing Taxes Investment Advisor 84

Cornerstone Financial Advisory

AUGUST 7, 2023

6 This Week: Key Economic Data Thursday: Consumer Price Index (CPI). Consumer Sentiment Source: Econoday, August 4, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. (OKE)

Marketing 90

Marketing Marketing Medicine Taxes 90

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. Thursday: Existing Home Sales.

Marketing 59

Marketing Marketing Economics Taxes 59

Abnormal Returns

NOVEMBER 6, 2022

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. portfoliocharts.com) Crypto Used Bitcoin mining rigs are for sale at a big discount. papers.ssrn.com) The economic schedule for the coming week. wsj.com) Creator royalties are a key feature of the NFT space.

Financial Advising 130

Financial Advising Economy Media Taxes 130

Cornerstone Financial Advisory

JANUARY 2, 2024

6 This Week: Key Economic Data Wednesday: Institute for Supply Management (ISM) Manufacturing Index. Source: Econoday, December 29, 2023 The Econoday economic calendar lists upcoming U.S. It should not be considered a solicitation for the purchase or sale of the securities. Order a tax transcript. Jobless Claims.

Taxes 80

Taxes Investment Advisor Numbers Investing 80

Zoe Financial

MARCH 11, 2024

Economic Updates: Job numbers for February: Headline number: 275,000 jobs added (above expectations). Retail sales. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 40

Marketing Marketing Taxes Economics 40

Carson Wealth

SEPTEMBER 27, 2023

For individuals, a permanent life insurance plan can play a key role in estate planning by helping reduce estate taxes. Offset Taxes in Estate Planning Estate taxes can be a problem for high-net-worth individuals passing on more than the IRS estate tax exclusion, after which the tax rate on transferred money is 40%.

Estate Planning 96

Estate Planning Insurance Planning Taxes 96

Cornerstone Financial Advisory

JULY 10, 2023

5 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Source: Econoday, July 7 , 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. (C),

Marketing 88

Marketing Marketing Taxes Economics 88