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. The IRS has a question about their tax return. The IRS changed their tax return.

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Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MARCH 13, 2023

4 Powell’s Congressional Testimony Fed Chair Powell last week testified on Capitol Hill during which he acknowledged that the economy was running hotter than he had expected. Retail Sales. The information in this material is not intended as tax or legal advice. a Registered Investment Advisor. Housing Starts.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 17, 2023

Lower-than-forecast inflation on both consumer prices and producer prices sparked investor optimism that inflation may be able to fall further without tipping the economy into recession and provide the basis for the Fed to moderate its more hawkish rate hike stance. 6 This Week: Key Economic Data Tuesday: Retail Sales. Jobless Claims.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

OCTOBER 10, 2022

prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. Friday: Retail Sales. Essential Tax Reminders for People Selling a Home. Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 11, 2022

Recession fears were supported by an inversion in the yield curve and updated second-quarter Gross Domestic Product projections indicating the economy is ready to contract. Friday: Retail Sales. The Small Business Health Care Tax Credit. 35% of premiums paid for small tax-exempt employers. This Week: Key Economic Data.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. GMO has released last quarter their first retail product an ETFI love the symbol QLTY.

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Valuation Investing Investments Assets 130

The Big Picture

JULY 11, 2023

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. I could do my own taxes. We were 75% retail. RITHOLTZ: Right. The vest is the new uniform.

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Management Investing Investments Assets 215

Cornerstone Financial Advisory

FEBRUARY 19, 2024

But stocks regained some momentum on Wednesday and rallied Thursday despite disappointing reports on both retail sales and industrial production for January. Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes.

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Marketing Marketing Taxes Economics 95

Cornerstone Financial Advisory

MARCH 25, 2024

He added that if the economy keeps on its current course, that the FOMC would likely “begin dialing back policy restraint at some point this year.” Retail Inventories. This information is not intended to be a substitute for specific, individualized tax advice. 4,5 This Week: Key Economic Data Monday: New Home Sales.

Marketing 94

Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

FEBRUARY 12, 2024

economy has come into the spotlight. An analysis conducted by The Wall Street Journal recently proposed that the economy’s resilience could be attributed, at least in part, to the productivity driven by the technology sector. Retail Sales. Consult your tax, legal, and accounting professionals for more specific information.

Marketing 95

Marketing Marketing Economics Taxes 95

Cornerstone Financial Advisory

JANUARY 22, 2024

That and a stronger-than-expected holiday retail sales report put pressure on stock prices. The week was full of economic news that suggested continued resilience in the economy, which may add complexity to the Fed’s next decision. December retail sales came in strong, +0.6% Are you looking to start a gratitude journal?

Marketing 64

Marketing Marketing Economics Taxes 64

Cornerstone Financial Advisory

MAY 13, 2024

Stocks were still basking in the afterglow of fresh jobs data, which eased investor concerns of an overheating economy. Retail Sales. If you receive Social Security benefits, you may have to pay federal income tax on some of these benefits. We suggest that you discuss your specific tax issues with a qualified tax professional.

Marketing 52

Marketing Marketing Economics Taxes 52

ClearMoney

JANUARY 4, 2022

And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility. Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed.

Marketing 52

Marketing Marketing Commission Government 52

Brown Advisory

JULY 1, 2015

We don’t mean to make light of a very serious investment issue, but it seems to us that too much time is spent speculating about when the Fed will hike interest rates and not enough on the consequences of such a move and how one should think about being positioned when the inevitable happens. economy is stable and even strengthening.

Investing 52

Investing Investments Banking Economy 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks powered out of the toxic storm of ever-rising interest rates and inflation into a the spectacular market rebound of 2023 as the prospects of a soft(er) landing for the economy grew more probable. This isn’t a retail investor problem, it’s a flaw in the human condition. It’s been a market recovery dominated not just by U.S.

Assets 59

Assets Investing Investments Marketing 59

The Big Picture

DECEMBER 6, 2022

And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? We have financial advisors.

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Clients Investing Investments Management 154

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

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Compliance Wealth Management Clients Management 154

Good Financial Cents

APRIL 19, 2023

Realty Mogul is a real estate crowdfunding platform that pools investors’ money to purchase large ticket properties (office buildings, retail space, etc.). The minimum investment is $5,000. Real estate investing is the best passive income idea! Below is a rundown of a few of the leading robo-advisor platforms.

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Accounting Investing Investments Media 105

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. What I spend most of my time doing is helping advisor to understand the thousands of crazy ideas the asset management comes up with every year. But there’s demand from advisors.

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Management Assets Portfolio Investing 270