The Big Picture

AUGUST 14, 2023

My back-to-work morning train WFH reads: • There Is No “Stealth Fiscal Stimulus” The federal budget deficit is widening thanks to falling capital gains tax receipts and soaring net interest interest payments (including via the Federal Reserve). Mind you, this is not valuations at screaming buy levels, just below average.

Valuation 130

Valuation Budgeting Investing Investments 130

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. To put that in perspective, Nvidia’s market cap is now roughly the same size as Canada’s economy. ” – August Wilson Be On Alert For IRS Scams This tax season, the IRS expects an uptick in tax-related scams.

Marketing 88

Marketing Marketing Economics Taxes 88

Cornerstone Financial Advisory

MARCH 11, 2024

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. The S&P 500 and Nasdaq rallied, with the S&P hitting a record close.

Marketing 80

Marketing Marketing Insurance Taxes 80

Cornerstone Financial Advisory

MARCH 4, 2024

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. Finally, the PCE report also reflected an ongoing consumer shift from goods to services—a sign the economy continues to normalize after the pandemic.

Marketing 75

Marketing Marketing Economics Taxes 75

Cornerstone Financial Advisory

APRIL 29, 2024

The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. The GDP report seemed to support the Goldilocks economy theory—not too hot, but not too cool—a story investors have favored this year. Free File has most of the necessary forms when filing your taxes. Stocks Bounce Back.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 23, 2023

Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. Lastly, it’s important to remember to pay the correct taxes on this income throughout the year to manage owing additional taxes when you file. in September–well above the forecast of a 0.3%

Marketing 90

Marketing Marketing Taxes Economics 90

Truemind Capital

JANUARY 16, 2024

Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. Some of the fund managers continued discouraging flows in Mid & Small Cap stocks by either sounding cautious, dropping coverage, or stopping the inflows owing to frothy valuations in the space.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Discipline Funds

SEPTEMBER 22, 2023

you’re getting high income, high principal stability and tax efficiency across very predictable short-term time horizons. with no state taxes is a pretty darn good deal for a risk free return. T-Bills are an incredibly attractive option at this time. After all, 5.5% It’s a behavioral finance tool to keep you in the game.

Portfolio 126

Portfolio Assets Insurance Investing 126

Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. The interactive tax assistant tool can also help to determine your filing status and any relevant credits you should (or should not) claim. Source: YCharts.com, January 6, 2024.

Marketing 84

Marketing Marketing Taxes Economics 84

Investing Caffeine

SEPTEMBER 2, 2022

The subject of politics is not my strong suit, so perhaps only time will tell whether the net result of two large pieces of government legislation totaling more than $1 trillion (Inflation Reduction Act and Student Loan Forgiveness) will accelerate growth in the economy (Real GDP) or hasten the pace of inflation.

Marketing 59

Marketing Marketing Taxes Budgeting 59

Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. Powell indicated that it might become appropriate to slow the pace of future hikes, and he didn’t believe the economy had entered into recession. Economy Contracts .

Marketing 84

Marketing Marketing Taxes Economics 84

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 200

Valuation Economics Economy Marketing 200

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Instead, investors interpreted it as confirmation of a robust economy. For tax purposes, it’s critical to divide the expenses of a property into personal and business purposes. In addition, rental income may be subject to a net investment income tax. The information in this material is not intended as tax or legal advice.

Marketing 82

Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

OCTOBER 2, 2023

” –John Steinbeck Who Can Deduct Car Expenses On Their Tax Returns? Can you deduct expenses such as gas, depreciation, and lease payments on your tax returns? This information is not intended to substitute for specific individualized tax advice. The information in this material is not intended as tax or legal advice.

Marketing 94

Marketing Marketing Taxes Economics 94

David Nelson

SEPTEMBER 26, 2022

We know it won’t be when the economy begins to regain traction. If history is any guide the launch will be well in advance of a turn in the economy. Shortly after that equity markets started to recover pricing in the infamous Fed Pivot or a perception the Fed would be forced to adjust course in the face of a slowing economy.

Economy 98

Economy Assets Valuation Investing 98

Brown Advisory

NOVEMBER 28, 2022

Meanwhile, the global economy has been deeply impacted by the confluence of all of these events; the most significant near-term result, in our view, has been the return of inflation as a truly global economic threat for the first time in decades.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

Meanwhile, the global economy has been deeply impacted by the confluence of all of these events; the most significant near-term result, in our view, has been the return of inflation as a truly global economic threat for the first time in decades. With that backdrop, we highlight several positive factors: Income Tax.

Planning 52

Planning Taxes Clients Strategic Planning 52

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

1,2,3 Stocks Rise On Slowing Economy Investor sentiment turned positive last week as signs of economic softness were interpreted as reason for the Fed to hold off on further rate hikes. ” – Aristotle Protect Your Tax Data Protecting your data is very important in today’s digital age.

Marketing 88

Marketing Marketing Economics Taxes 88

James Hendries

AUGUST 5, 2022

with a Schumer-Manchin agreement on a climate-healthcare-tax bill and some inflation data that added to the evidence that inflation has peaked. economy contracted for the second straight quarter. Given the slowing economy, intense cost pressures, and a strong U.S. There was even a surprise out of Washington D.C., 1-05311403.

Marketing 52

Marketing Marketing Valuation Economy 52

Cornerstone Financial Advisory

MAY 22, 2023

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from having a better understanding of how their work affects their taxes. People involved in the gig economy earn income as freelancers, independent workers, or employees. ” – John Steinbeck Taking A Side Gig?

Marketing 59

Marketing Marketing Taxes Economics 59

Darrow Wealth Management

FEBRUARY 20, 2023

Here are key provisions to gather: What type of equity is being offered and how many shares Strike or purchase price for the equity Current 409a valuation Vesting schedule Warning! Then there are the tax implications. This can also help with longer term tax planning optimization. A lot of things need to go right.

Startup 99

Startup Taxes Wealth Management Tax Planning 99

James Hendries

AUGUST 15, 2022

with a Schumer-Manchin agreement on a climate-healthcare-tax bill and some inflation data that added to the evidence that inflation has peaked. economy contracted for the second straight quarter. Given the slowing economy, intense cost pressures, and a strong U.S. There was even a surprise out of Washington D.C.,

Clients 52

Clients Marketing Marketing Valuation 52

Park Place Financial

NOVEMBER 29, 2022

Although a tumultuous economy understandably causes concern for many people, it may also pose several valuable opportunities. For instance, a trust can decrease your tax liability and protect you from some legal trouble, such as lawsuits. In other words, when rates go up, the table valuations follow suit.

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Cornerstone Financial Advisory

OCTOBER 31, 2022

Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. Did you know that the IRS has an app that makes it easy to check some things off your tax to-do list? Free File is a tax prep software for taxpayers whose 2021 total adjusted gross income was $73,000 or less. Get tax help.

Marketing 89

Marketing Marketing Economics Taxes 89

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. Employers added 315,000 jobs in August, maintaining the labor market’s remarkable resiliency amid a contracting economy. in August and 5.2%

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. And speaking of the.com implosion, like Microsoft via a case study where we, in previous strategies, we held Microsoft for a very long time, that’s where the valuation could help us in the.com bus. Really fascinating guy.

Valuation 130

Valuation Investing Investments Assets 130

Investing Caffeine

APRIL 1, 2022

The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. The short answer is that companies are making money hand over fist and the economy remains strong (3.6% They certainly could, but valuations remain attractive given where interest rates currently stand. www.Sidoxia.com.

Economy 59

Economy Economics Valuation Investing 59

Cornerstone Financial Advisory

MARCH 27, 2023

4 The official announcement hinted that the Fed might soon be done with raising rates while also stating it was too early to ascertain the degree to which the economy could slow from the current banking strains. ” – Melissa Viviane “Lizzo” Jefferson Who Can File Your Taxes? Thursday: Jobless Claims.

Marketing 59

Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

JANUARY 17, 2023

Sustained declines in inflation, a rate hike cycle nearing an end, and a resilient economy that may avoid recession resulted in a broad-based rally. Tax Benefits For Charitable Giving. Giving back to others feels good and is a great way to support your community and those in need, but it also has tax advantages.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Investing Caffeine

FEBRUARY 1, 2023

in Q4 ), generationally low unemployment (3.5%), and relatively stable earnings (see chart below) all point to a stable economy with the ability to navigate a soft landing. China’s new reopening of the economy and Europe’s seeming ability of dodging a recession provide additional evidence for a soft landing scenario.

Economy 59

Economy Economics CFP Investing 59

Cornerstone Financial Advisory

JULY 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Cornerstone Financial Advisory, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test.

Marketing 59

Marketing Marketing Taxes Economics 59

Truemind Capital

NOVEMBER 29, 2020

Trade was important to the Roman economy and it generated vast wealth for the citizens of Rome. levied higher taxes on people to generate revenue for expenditure. Rome’s trade by severely hit by triangular problems of hyperinflation, high taxes and worthless currency. Nifty currently is trading at a multi-year’s high valuation.

Asset Allocation 52

Asset Allocation Valuation Assets Portfolio 52

Cornerstone Financial Advisory

JANUARY 30, 2023

economy expanded at a 2.9% ” – Werner Herzog Finding The Goldilocks Tax Withholding Just like how Goldilocks had to try the porridge that was too hot and then the one that was too cold before she found one that was just right, you need to find the amount of tax withholding that’s not too much or too little for your circumstances.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

DECEMBER 5, 2022

He cited several areas of progress in the inflation fight, including a deceleration in interest rate sensitive parts of the economy, such as housing and supply chain improvement. Here are some quick facts about both of them: A traditional IRA is a tax-advantaged personal savings plan where contributions may be tax deductible.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

FEBRUARY 27, 2023

However, members diverged on the economy, with some members finding the risk of recession elevated. An authorized representative can represent you in interviews, audits, appeals, and tax collection disputes with the IRS and in court. This information is not intended to be a substitute for specific individualized tax advice.

Economics 59

Economics Taxes Investment Advisor Investing 59

Discipline Funds

MARCH 2, 2024

What matters most is how damaging that activity is from the perspective of diversification, risk, taxes and fees. A lot of people feel depressed about the economy because life is hard. Then again, you do have signs of frothiness and high valuations. 2) The Viktor Frankl Hack. It’s hard having kids. But you know what?

Marketing 95

Marketing Marketing Asset Allocation Assets 95

Cornerstone Financial Advisory

AUGUST 22, 2022

Fed officials did acknowledge that further rate hikes risked unintended economic weakness because of the time it takes for higher rates to work through the economy. The IRS has a question about their tax return. The IRS changed their tax return. You should also keep a copy of the letter for your tax records.

Marketing 59

Marketing Marketing Economics Taxes 59