Midstream Marketing

NOVEMBER 8, 2024

Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance. These events allow you to share what you know. Join talks and be part of discussions.

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Financial Advisor Media Financial Services Clients 52

Cornerstone Financial Advisory

NOVEMBER 11, 2024

6,7 Stocks finished the week with a number of records: the S&P 500 crossed the 6,000 mark, and the Dow breached 44,000 for the first time on Friday. If you’re unsure what your “numbers” are, schedule a visit with your doctor to monitor them and understand why each is important. Economic news that showed a 2.2

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88

Taxes 104

Taxes Numbers Investment Advisor Investments 104

Cornerstone Financial Advisory

OCTOBER 2, 2023

However, beneath the headline number, consumer spending was cut to a 0.8 Answer: She bought house numbers. As her street address starts with the number 122, she purchased two carved “2s” and one carved “1.” Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Taxes Economics 111

Trade Brains

JUNE 18, 2025

The US Federal Reserve’s two-day meeting, whose results will be announced on June 18, 2025, is another event that investors are watching very carefully. Please consult your investment advisor before investing. Investments in securities are subject to market risks.

Banking 59

Banking Investments Investing Certification 59

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Tip adapted from Green Matters 9 Weekly Riddle… A palindrome is any word, phrase, or number that reads the same, either forward or backward. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

On Tuesday, Standard & Poor’s reported that the number of stocks above their 20-day moving average fell to nearly 50 percent. Tip adapted from Healthline 10 Weekly Riddle… How many times can you subtract the number 75 from 7,500? In late August, nearly 90 percent of stock traded above their 20-day moving average.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 8, 2024

Giving an incorrect account number can delay your refund even further. Last week’s riddle: Victor is assigned to paint suite numbers on doors at an office building with 100 suites, which will be numbered from 1 to 100. How many times will he have to paint the number 8? a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

DECEMBER 2, 2024

Here’s what you’ll need to verify your identity: Social Security number Birthdate An Individual Taxpayer Identification Number if you have one instead of your SSN Your filing status Your prior tax return. Last week’s riddle: A palindrome is any word, phrase, or number that reads the same, either forward or backward.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

4,5 Finally, the government’s monthly employment report showed the number of nonfarm payroll gains continued to decelerate in August, while June and July estimates were revised lower by 110,000. What is the smallest number of people that could appear in the photo? a Registered Investment Advisor.

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Marketing Marketing Economics Food 105

Cornerstone Financial Advisory

OCTOBER 30, 2023

Tip adapted from Cleveland Clinic 7 What 3 numbers can you add together and get the same result as when you multiply them? Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

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Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

OCTOBER 16, 2023

PPI, CPI Updates The disinflationary trend appears to be stalling if the inflation numbers are any indication. One large, 12-week study found that a daily garlic supplement reduced the number of colds by 63% compared to a placebo. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Taxes Economics 105

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. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Inflated Perspective Consumer Price Index data was one of the big pieces of news driving markets last week, with January’s numbers coming in at 3.1 FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Instead of counting just the number of calories, you count the macronutrients, including proteins, carbs, and fats. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

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Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Take a debit or credit card number over the phone. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. a Registered Investment Advisor.

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Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Apply for an Employer Identification Number (EIN): An EIN is used to identify a business. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Most businesses need an EIN.

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 9, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. However, if you sell a Treasury Note prior to maturity, it may be worth more or less than the original price paid.

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Marketing Marketing Taxes Economics 52

Carson Wealth

AUGUST 25, 2022

Focus on Your Retirement Plan Rather Than a Magic Number. A better question than “What’s my magic number?” Working with a qualified financial advisor to develop a holistic retirement plan can help prepare you for the road ahead. Talk to a Financial Advisor Today. would be “How do I plan for retirement?“

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Retirement Planning Retirement Planning Certified Financial Planner 98

Cornerstone Financial Advisory

NOVEMBER 20, 2023

1,2,3 Stocks March Higher A better-than-anticipated consumer inflation number on Tuesday sent bond yields sharply lower, igniting a powerful, exceptionally broad-based rally that saw 91% of all New York Stock Exchange volume advancing in price and a similarly substantial advance (85%) on the NASDAQ. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

Tip adapted from Healthline.com 7 Which positive whole number can you add 1.5 Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Last week’s riddle: How many times can you subtract the number 75 from 7,500? Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 5, 2024

They both won the same number of games, yet none of the games they played ended in a draw. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

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Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

FEBRUARY 12, 2024

They both won the same number of games, yet none of the games they played ended in a draw. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. So how could this be?

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Marketing Marketing Economics Taxes 105

James Hendries

AUGUST 15, 2022

Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. One large, 12-week study found that a daily garlic supplement reduced the number of colds by 63% compared to a placebo. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Taxes Economics 59

Brown Advisory

JUNE 13, 2022

Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

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Government Investment Advisor Nonprofit Portfolio 52

Brown Advisory

JUNE 13, 2022

Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor. The IC makes a limited number of key decisions annually.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

James Hendries

NOVEMBER 15, 2022

Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Portfolio 52

Portfolio Taxes Government Asset Allocation 52

James Hendries

OCTOBER 7, 2022

Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Portfolio 52

Portfolio Taxes Asset Allocation Investment Advisor 52

James Hendries

SEPTEMBER 8, 2022

Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Portfolio 52

Portfolio Taxes Asset Allocation Investment Advisor 52

James Hendries

JULY 13, 2022

Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Cornerstone Financial Advisory

JULY 11, 2022

Employers added 372,000 jobs in June, a number that was above economists’ estimates of 250,000. Improve your mental fitness with games like: Sudoku – This strategy game requires you to find the correct order of numbers 1-9 in a 3×3 grid. There can only be one of each number in each row and column. What is it?

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 17, 2023

Here are some to get you started: Eat more whole foods (set a particular number based on your lifestyle). Drink more water (put a specific number of ounces you want to hit). Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 28, 2023

If necessary, apply for an Employer Identification Number (EIN): An EIN is used to identify a business structure outside a personal identification number. What is the smallest number of people that could appear in the photo? Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Economics Taxes 52