Cornerstone Financial Advisory

NOVEMBER 4, 2024

This also includes specific tax advice for military members on combat zone tax benefits, special extensions, and other special rules. These offerings are just one way the IRS strives to make tax information available to all. This information is not a substitute for individualized tax advice.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

MAY 22, 2025

From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. To spend more time with the friends who they already love, to spend more time getting healthier and eating good food. And at that point, forget the spreadsheets, forget the like the valuation comps.

Valuation 144

Valuation Food Investing Investments 144

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Food for Thought… “If we all worked on the assumption that what is accepted as true were really true, there would be little hope of advance.” – Orville Wright Tax Tip… What To Do If You Get Mail From the IRS The IRS sends letters and notices for many different reasons.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

DECEMBER 2, 2024

Treasury note yield is expressed in basis points. Tariff Talk Some of the post-election rally has been driven by investor expectations for less regulation and lower corporate taxes proposed by the incoming administration. This information is not a substitute for individualized tax advice.

Marketing 52

Marketing Marketing Economics Taxes 52

Wealth Management

JUNE 9, 2025

trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.

Wealth Management 147

Wealth Management Retirement Planning Assets 147

Cornerstone Financial Advisory

DECEMBER 9, 2024

Food for Thought… Life is either a daring adventure, or nothing.” ” – Helen Keller Tax Tip… Beware of the Fake Charity Scam There are so many scams out there. You may even be able to claim a deduction on your tax return. This information is not a substitute for individualized tax advice.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 30, 2024

Food for Thought… The strongest of all warriors are these two- Time and Patience.” ” – Leo Tolstoy Tax Tip… Do You Have to Pay Taxes on Your Hobby? Whether you picked up embroidering, dog grooming, or making jewelry, a side hobby may or may not require paying taxes.

Marketing 52

Marketing Marketing Taxes Economics 52

Nerd's Eye View

MAY 12, 2023

Also in industry news this week: Why industry groups representing investment advisers and others have blasted an SEC proposal that would significantly expand its Custody Rule A new study suggests that organic client growth and profit margins are the key factors driving RIA valuations, with the firm’s affiliation model having little to no impact (..)

Financial Planner 246

Financial Planner Clients Tax Planning Valuation 246

Abnormal Returns

JULY 12, 2025

insideevs.com) With EV tax credits expiring, expect a sales boom. sherwood.news) Vacation renters waste a lot of food. marginalrevolution.com) How much ultra-processed food is too much? defector.com) Why MLB team valuations are lagging other pro leagues. nyc.streetsblog.org) EVs EVs are still going to win.

Food 162

Food Healthcare Valuation Media 162

Trade Brains

FEBRUARY 28, 2024

Bectors Food Specialities Ltd Mrs. Rajni Bector is the founder of Mrs. Bectors Food Specialities Ltd, an incredible tale of vision and success in business. Mrs. Bectors Food Specialities Ltd went public in December 2020, attracting Rs 541 crore through an IPO that was oversubscribed by 198 times. crores from ₹27.8

Food 59

Food Commission Distribution Retail 59

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

” – Aristotle Protect Your Tax Data Protecting your data is very important in today’s digital age. The Internal Revenue Service shared guidelines tax pros should follow to protect taxpayer data. This information is not intended to substitute for specific individualized tax advice.

Marketing 105

Marketing Marketing Economics Food 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

Core inflation, which excludes energy and food prices, came in a bit hotter, rising 0.3% jump in food prices. Excluding energy and food, the monthly increase was also unchanged. ” – Charles Schulz Tax Benefit And Credits: FAQs For Retirees Lots of questions can come up about income taxes after one has retired.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

The regular method allows you to specifically calculate the actual expenses, such as rent, mortgage interest, taxes, repairs, depreciation, and utilities you pay for the portion of your home used for the business. This information is not intended to be a substitute for specific, individualized tax advice. The diet is flexible.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 4, 2024

Here’s How To Pay If you owe federal taxes, you must pay by the April deadline. Remember, if you get an extension to file your taxes, payment is still due by the April deadline. Pay when you e-file: If you file your federal tax return electronically, you can pay directly from your bank account using electronic funds withdrawal.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

JANUARY 29, 2024

The Personal Consumption Expenditures (PCE) Index, one of the Fed’s most favored inflation gauges, showed core inflation (excluding food and energy) cooled in December, with an annualized rate of 2.9%, beating consensus expectations. These relationships involve different tax situations. Real Gross Domestic Product grew at a 3.3%

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 18, 2024

Additionally, core PPI (excluding food and energy) was hotter than expected. You must include all capital gains in your income, and you may be subject to the Net Investment Income Tax if your income is above certain amounts. Consult a qualified tax expert for help. in February, more than the expected 0.3%

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Core CPI (excluding food and energy) also moderated, rising just 0.2% These Tips Can Help You Understand The Tax Situation Whether picking up painting or cooking new concoctions in your kitchen, starting a new hobby is always fun and a great way to learn something new. Both were below market forecasts. in October and 4.0% forecast).

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 11, 2024

State and local income tax refunds may be taxable and should be reported on your federal taxes. If a policy is surrendered prematurely, the policyholder may also pay surrender charges and have income tax implications. The information in this material is not intended as tax or legal advice.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

DECEMBER 4, 2023

Inflation Eases The Personal Consumption Expenditures Price index (PCE)–the Fed’s preferred measure of inflation–was released last week, showing core PCE (excludes energy and food) rose 0.2% Did you know that if you are receiving Social Security benefits, you may have to pay federal income tax on a portion of these benefits?

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 8, 2024

The interactive tax assistant tool can also help to determine your filing status and any relevant credits you should (or should not) claim. This information is not intended to substitute for specific individualized tax advice. We suggest you discuss your specific tax issues with a qualified tax professional.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

OCTOBER 14, 2024

Food for Thought… “Avoid having your ego so close to your position that when your position falls, your ego goes with it.” – Colin Powell Tax Tip… Passport Power Did you know that the IRS can revoke your passport if you owe the Internal Revenue Service $62,000 or more? They’re also an excellent source of folate.

Marketing 52

Marketing Marketing Food Taxes 52

Trade Brains

SEPTEMBER 17, 2024

While investing in unlisted shares involves higher risks due to limited liquidity and transparency, they often provide more stable valuations. Additionally, we examine the impact of market trends, regulatory changes, and upcoming IPOs on these companies valuations and growth prospects. What are the tax implications for unlisted shares?

Financial Services 52

Financial Services Valuation Electronics Taxes 52

Cornerstone Financial Advisory

SEPTEMBER 3, 2024

Food for Thought… “Nothing will ever be attempted, if all possible objections must be first overcome.” ” – Samuel Johnson Tax Tip… Reporting Cash Payments Individuals, companies, corporations, partnerships, associations, trusts, and estates must report cash transactions of more than $10,000.

Marketing 52

Marketing Marketing Food Economics 52

Cornerstone Financial Advisory

JULY 22, 2024

Food for Thought… “We are what we repeatedly do. ” – Aristotle Tax Tip… Protect Your Tax Data The Internal Revenue Service (IRS) shared guidelines that tax pros should follow to protect taxpayer data, but these principles are sound for everyone to practice.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JANUARY 17, 2023

Core prices (excludes food and energy) slowed to 5.7%, a decline from the previous month’s 6.0% 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. December’s CPI report showed a 0.1% increase from a year ago.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 15, 2022

The year-over-year inflation rate remained at 8.5%, while the core CPI (excluding food and energy) came in at 5.9%. Among the index components seeing substantial price increases were food (+10.9% The IRS has a handy tool called the IRS Tax Withholding Estimator that can help taxpayers better understand their withholding.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Core inflation (excludes energy and food) was more encouraging, rising 4.3%– down from July’s reading of 4.7%. Core inflation (excludes energy and food) was more encouraging, rising 4.3%– down from July’s reading of 4.7%. This information is not intended to substitute for specific individualized tax advice.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 11, 2023

.” – Ludwig van Beethoven Give Back To Your Community By Working As A Tax Volunteer If you want to give back to your community and help people with low to moderate incomes, consider applying to volunteer with the Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) programs.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 26, 2023

” – Amanda Gorman Couples Who Work Together, Tax Together When a household starts a business, couples find themselves learning about the tax responsibilities related to that business. These relationships face different tax situations. This information is not intended to substitute for specific individualized tax advice.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 21, 2024

Food for Thought… “Never be limited by other people’s limited imaginations.” ” – Mae Jemison Tax Tip… Tax Incentives Can Help You Further Your Education Tax credits help with the cost of higher education by managing the income tax you may need to pay.

Marketing 52

Marketing Marketing Taxes Education 52

Cornerstone Financial Advisory

SEPTEMBER 16, 2024

Food for Thought… “A career is born in public, talent in privacy.” ” – Marilyn Monroe Tax Tip… Check Your Withholding Status Online The Withholding Calculator can help you determine whether you should submit a new W-4 to your employer, and you also can use the results to adjust your income tax withholding.

Marketing 52

Marketing Marketing Taxes Economics 52

Truemind Capital

JULY 19, 2024

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. We continue to hold 7-10% exposure to Southeast Asian markets due to attractive valuations and improving growth prospects.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Cornerstone Financial Advisory

AUGUST 14, 2023

The combination of higher yields and earnings that failed to validate tech’s elevated valuations has dragged the sector and the larger market. Core CPI (excludes food and energy) was particularly encouraging, rising at the slowest rate since October 2021. versus the expected 0.2%

Marketing 52

Marketing Marketing Taxes Economics 52

Nationwide Financial

AUGUST 15, 2022

Institutional investors and hedge funds remain conservatively positioned, share buyback activity will accelerate as earnings season ends, and companies front-run the excise tax next year. Inflation data was better than feared, though much of the decline was due to energy prices, with food prices and shelter remaining stubbornly high.

Marketing 52

Marketing Marketing Retail Food 52

Cornerstone Financial Advisory

APRIL 3, 2023

Energy prices declined, partially offsetting increases in food, goods, and services. Taxpayers can complete Form 9000, Alternative Media Preference, to choose how they would prefer to receive their tax notices (ex: in Braille, large print, audio, or electronic formats). The year-over-year increase of 5.0%

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 7, 2024

Food for Thought… “You can’t judge right from looking at what’s wrong.” Documenting ahead of time makes it easier to claim insurance and tax benefits if a disaster strikes. The agency can provide copies of previous tax returns, order transcripts showing most line items, and more.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JUNE 27, 2022

Declining energy and food prices and falling bond yields signaled a potentially improving inflation outlook, buoying investor sentiment. Two education credits are available to American taxpayers: the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LLC). The Nasdaq Composite index rose 7.49% for the week.

Marketing 52

Marketing Marketing Education Taxes 52