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% ” – Larry Niven Can You Claim The Child Tax Credit For Other Dependents? for the month, more than twice the consensus forecast.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

APRIL 10, 2023

Friday: Retail Sales. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. .” – Dora Russell How To Choose A Tax Preparer It’s essential to choose a tax preparer that is suitable for your needs as well as reliable and ethical.

Marketing 59

Marketing Marketing Taxes Economics 59

Sara Grillo

NOVEMBER 14, 2022

2 Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same fiduciary standard as registered investment advisors? And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement.

Insurance 59

Insurance Financial Advisor Retirement License 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.

Clients 152

Clients Investing Investments Management 152

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.

Accounting 105

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.

Management 268

Management Assets Portfolio Investing 268