Brown Advisory

APRIL 20, 2022

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

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NAIFA Advisor Today

FEBRUARY 16, 2024

Glenn Crawford is a Certified Divorce Financial Analyst (CDFA®) and a licensed insurance agent holding a Series 65 Investment Advisor Representative distinction. Before entering the wealth management industry, he enjoyed a career in information technology and was a partner in a $65 million consultancy firm.

License 105

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Cornerstone Financial Advisory

MARCH 18, 2024

The content is developed from sources believed to be providing accurate information. DRI) Source: Zacks, March 13, 2024 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 87

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Cornerstone Financial Advisory

FEBRUARY 26, 2024

The content is developed from sources believed to be providing accurate information. HPQ) Thursday: Hewlett Packard Enterprise Company (HPE) Source: Zacks, February 19, 2024 Companies mentioned are for informational purposes only. This information is not intended to be a substitute for specific, individualized tax advice.

Marketing 84

Marketing Marketing Economics Taxes 84

Cornerstone Financial Advisory

DECEMBER 26, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, December 22, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. a Registered Investment Advisor.

Taxes 98

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Cornerstone Financial Advisory

APRIL 29, 2024

The content is developed from sources believed to be providing accurate information. Source: Zacks, April 23, 2024 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. .”

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 18, 2023

The content is developed from sources believed to be providing accurate information. NKE) Source: Zacks, December 15, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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Marketing Marketing Taxes Economics 94

WiserAdvisor

MARCH 16, 2023

This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. The Securities and Exchange Commission’s (SEC) website is also beneficial in gathering details on investment advisors and firms.

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Cornerstone Financial Advisory

MARCH 11, 2024

The content is developed from sources believed to be providing accurate information. GETY) Source: Zacks, March 2, 2024 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 77

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Cornerstone Financial Advisory

NOVEMBER 6, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, November 3, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

Financial Advisor 52

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Cornerstone Financial Advisory

APRIL 22, 2024

The content is developed from sources believed to be providing accurate information. TMUS) Friday: Exxon Mobil Corporation (XOM), Chevron Corporation (CVX) Source: Zacks, April 18, 2024 Companies mentioned are for informational purposes only. This information is not intended to be a substitute for specific, individualized tax advice.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 29, 2024

The content is developed from sources believed to be providing accurate information. MRK) Friday: Exxon Mobil Corporation (XOM), Bristol Myers Squibb Company (BMY) Source: Zacks, January 26, 2024 Companies mentioned are for informational purposes only. Please consult your financial professional for additional information.

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Marketing Marketing Economics Taxes 83

Cornerstone Financial Advisory

FEBRUARY 5, 2024

The content is developed from sources believed to be providing accurate information. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 79

Marketing Marketing Taxes Economics 79

Cornerstone Financial Advisory

MARCH 4, 2024

The content is developed from sources believed to be providing accurate information. KR) Source: Zacks, February 27, 2024 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 72

Marketing Marketing Economics Taxes 72

Cornerstone Financial Advisory

JANUARY 2, 2024

The content is developed from sources believed to be providing accurate information. STZ) Source: Zacks, December 29, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. .

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Cornerstone Financial Advisory

JANUARY 8, 2024

The content is developed from sources believed to be providing accurate information. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. This information is not intended to substitute for specific individualized tax advice.

Marketing 80

Marketing Marketing Taxes Economics 80

Cornerstone Financial Advisory

OCTOBER 30, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, October 27, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 97

Marketing Marketing Economics Taxes 97

Cornerstone Financial Advisory

APRIL 15, 2024

The content is developed from sources believed to be providing accurate information. MMC), The Blackstone Group (BX) Friday: The Proctor & Gamble Company (PG), American Express Company (AXP) Source: Zacks, April 11, 2024 Companies mentioned are for informational purposes only. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 20, 2023

The content is developed from sources believed to be providing accurate information. ADI) Wednesday: Deere & Company (DE) Source: Zacks, November 17, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. LOW), Analog Devices, Inc.

Marketing 92

Marketing Marketing Taxes Economics 92

Cornerstone Financial Advisory

NOVEMBER 27, 2023

The content is developed from sources believed to be providing accurate information. DELL) Source: Zacks, November 24, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 82

Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

OCTOBER 2, 2023

The content is developed from sources believed to be providing accurate information. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. a Registered Investment Advisor.

Marketing 91

Marketing Marketing Taxes Economics 91

Cornerstone Financial Advisory

APRIL 1, 2024

The content is developed from sources believed to be providing accurate information. LEVI) Thursday: Conagra Brands (CAG) Source: Zacks, March 27, 2024 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 7, 2023

The content is developed from sources believed to be providing accurate information. OKE) Wednesday: The Walt Disney Company (DIS) Source: Zacks, August 4, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. UPS), ONEOK, Inc.

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Cornerstone Financial Advisory

OCTOBER 9, 2023

The content is developed from sources believed to be providing accurate information. BLK) Source: Zacks, October 6, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. PNC), BlackRock, Inc.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

DECEMBER 11, 2023

The content is developed from sources believed to be providing accurate information. ADBE) Thursday: Costco Wholesale Corporation (COST) Friday: Lennar Corporation (LEN) Source: Zacks, December 8, 2023 Companies mentioned are for informational purposes only. Please consult your financial professional for additional information.

Marketing 85

Marketing Marketing Taxes Economics 85

Ballast Advisors

MARCH 15, 2023

When working with a Registered Investment Advisor (RIA), investors may have heard the term “custodial relationship.” ” This refers to a partnership between the RIA and a financial institution that acts as the custodian of the client’s investment assets.

Banking 75

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Cornerstone Financial Advisory

OCTOBER 23, 2023

The content is developed from sources believed to be providing accurate information. ABBV), Exxon Mobil Corporation (XOM), Chevron Corporation (CVX), Colgate-Palmolive Company (CL) Source: Zacks, October 20, 2023 Companies mentioned are for informational purposes only. The forecasts also are subject to revision.

Marketing 86

Marketing Marketing Taxes Economics 86

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

The content is developed from sources believed to be providing accurate information. KR) Source: Zacks, September 1, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 85

Marketing Marketing Economics Taxes 85

Cornerstone Financial Advisory

JULY 10, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, July 7 , 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 88

Marketing Marketing Taxes Economics 88

The Big Picture

MARCH 31, 2023

The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available. Combine these elements with your own critical faculty — to weed out the usual spam and bs — and it could feel like the only place online that really mattered.

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Advisor Perspectives

JANUARY 3, 2023

We’ve put together a comprehensive guide to help you navigate your journey as an investment advisor, so you can weigh your options and make an informed decision. Are you trading your time for income, or building a legacy?

Investment Advisor 52

Investment Advisor Clients Investing Investments 52

Cornerstone Financial Advisory

OCTOBER 31, 2022

The content is developed from sources believed to be providing accurate information. Source: Zacks, October 28, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. D), EOG Resources, Inc.

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Marketing Marketing Economics Taxes 85

Cornerstone Financial Advisory

AUGUST 28, 2023

The content is developed from sources believed to be providing accurate information. VMW) Source: Zacks, August 25, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. LULU), Broadcom, Inc.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 17, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, April 14, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 59

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Cornerstone Financial Advisory

JUNE 19, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, June 16, 2023 Companies mentioned are for informational purposes only. The IRS may allow you to deduct capital losses on the sale of an investment or piece of property. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

APRIL 3, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, March 31, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. Please consult your financial professional for additional information.

Marketing 59

Marketing Marketing Taxes Economics 59