Cornerstone Financial Advisory

JANUARY 17, 2023

Presented by Cornerstone Financial Advisory, LLC. UAL), The PNC Financial Services Group, Inc. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. PNC), Prologis, Inc.

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Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.

Financial Advisor 52

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Cornerstone Financial Advisory

JULY 17, 2023

Weekly Market Insights: Bad News For Bears; Good News Buoys Markets Presented by Cornerstone Financial Advisory, LLC Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. a Registered Investment Advisor. PNC), Prologis, Inc.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 11, 2022

Presented by Cornerstone Financial Advisory, LLC. Bancorp (USB), The PNC Financial Services Group, Inc. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 10, 2022

Presented by Tim Flick. C), Morgan Stanley (MS), The PNC Financial Services Group, Inc. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Indigo Marketing Agency

JANUARY 17, 2022

He’s a referral coach for top advisors, bestselling author, hall of fame keynote speaker, and one of my top mentors. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. I recommend listening to his Top Advisor Podcast to hear some of his insights and recommendations.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

WiserAdvisor

APRIL 12, 2023

Key differences between pre-tax and Roth accounts Here are some primary differences between Roth IRAs and pre-tax retirement accounts: Point of difference Roth IRA Pre-tax retirement accounts Tax treatment on contributions Taxes are deducted in the present on contributions made. Taxes are not deducted in the present on the contributions made.

Accounting 52

Accounting Retirement Taxes Financial Advisor 52

Ballast Advisors

JUNE 12, 2023

In this blog, we’ll explore some important questions that individuals should consider when assessing how these rates influence their financial plans with key insights from financial professionals Paul Parnell, a financial advisor with Ballast Advisors, and Tom Mattaini a mortgage broker with New American Funding.

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WiserAdvisor

OCTOBER 4, 2022

Being a grandparent is a special feeling, and you may like to shower presents on your grandchildren from time to time. This can add to your financial burdens. Dash Investments is privately owned by Jonathan Dash and is an independent investment advisory firm, managing private client accounts for individuals and families across America.

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Budgeting Retirement Healthcare Food 102

Sara Grillo

DECEMBER 12, 2022

With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. Advisors are always grateful for the assistance of pulling all the pieces together of maximizing retirement income.

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WiserAdvisor

DECEMBER 29, 2022

This may come in the way of your basic savings and investment decisions. The reluctance to create a budget, use formulas and data, and arrive at decisions can impact your present and future finances. Apart from professional degrees, investment formulas and strategies are rarely taught in schools and colleges.

Investing 52

Investing Investments Financial Advisor Planning 52

Trade Brains

AUGUST 11, 2023

Founded in 1992, Avonmore Capital is micro cap company in the financial services industry. It has business interests in handling debt & equity market instruments, business consultancy & advisory services, loan syndication, wealth management, and healthcare. .) ₹211 .) ₹215.69 EPS ₹49 Stock P/E 1.87 Net Profit Margin 57.6%

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WiserAdvisor

OCTOBER 11, 2022

The latter taxes you in the present, while your withdrawals in retirement are tax-free if made after the age of 59.5. At present, the limit is further doubled for married couples, at $24.12 As a Registered Investment Advisor (RIA) firm with the SEC, they are fiduciaries who put clients’ interests ahead of everything else.

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Financial Planning Accounting Taxes Planning 80

James Hendries

OCTOBER 4, 2022

Market reforms, trade with the West, and allowing foreign investment led to an economic boom that was characterized by the World Bank as “the fastest sustained expansion by a major economy in history.” Similarly, Chinese entities, especially real-estate companies, invested throughout the U.S. At the same time, U.S. and Europe.

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Marketing Marketing Economy Economics 52

WiserAdvisor

JULY 24, 2022

Income tax, estate tax, state tax, property tax, investment returns, debt, etc., can present themselves as intimidating numbers on a piece of paper. Putting these together and understanding your financial health can be cumbersome. Start early: With great power comes great responsibility.

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Financial Planning Planning Financial Planner Estate Planning 52

Indigo Marketing Agency

OCTOBER 25, 2019

Back to your original question, the opportunity for advisors that have the energy to actually want to be part of adding that kind of value. There’s basically a present value of all the cash flows that will be coming in. Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving financial advisors.

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Clients Financial Advisor Planning Numbers 52

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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