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.

Marketing 87

Marketing Marketing Economics Taxes 87

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 82

Marketing Marketing Taxes Economics 82

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 75

Marketing Marketing Economics Taxes 75

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. .

Taxes 83

Taxes Investment Advisor Numbers Investing 83

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 84

Marketing Marketing Taxes Economics 84

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 100

Marketing Marketing Economics Taxes 100

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.

Marketing 92

Marketing Marketing Medicine Taxes 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 86

Marketing Marketing Taxes Economics 86

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 94

Marketing Marketing Taxes Economics 94

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 95

Marketing Marketing Taxes Economics 95

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 88

Marketing Marketing Taxes Economics 88

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 89

Marketing Marketing Taxes Economics 89

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

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

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 90

Marketing Marketing Taxes Economics 90

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

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 88

Marketing Marketing Economics Taxes 88

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. The forecasts also are subject to revision.

Marketing 52

Marketing Marketing Taxes Economics 52

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 92

Marketing Marketing Taxes Economics 92

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. The content is developed from sources believed to be providing accurate information. This information is not intended to substitute for specific individualized tax advice.

Marketing 52

Marketing Marketing Taxes Economics 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.

Marketing 89

Marketing Marketing Economics Taxes 89

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. The content is developed from sources believed to be providing accurate information. Presented by Cornerstone Financial Advisory, LLC.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

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

Marketing Marketing Medical Economics 59

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. The forecasts also are subject to revision.

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

Cornerstone Financial Advisory

MAY 30, 2023

The content is developed from sources believed to be providing accurate information. DELL) Source: Zacks, May 26, 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 59

Marketing Marketing Taxes Economics 59

James Hendries

AUGUST 15, 2022

Market-based interest rates those not controlled by the Fed—have come down quite a bit, supporting stock valuations. But we believe the combination of low valuations, lower interest rates, prospects for lower inflation, and the possibility that the Fed signals a pause over the upcoming months tip the scales toward the bulls.

Clients 52

Clients Marketing Marketing Valuation 52

Cornerstone Financial Advisory

FEBRUARY 13, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, February 10, 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

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 21, 2023

The content is developed from sources believed to be providing accurate information. DLTR) Source: Zacks, August 18, 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. ULTA), Workday, Inc.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MARCH 20, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, March 17, 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

Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

FEBRUARY 6, 2023

The content is developed from sources believed to be providing accurate information. ORLY). Source: Zacks, February 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.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

MARCH 27, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, March 24, 2023 Companies mentioned are for informational purposes only. The IRS shares information about the different types of third-party authorizations that allow someone to represent you on its site.

Marketing 59

Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

JANUARY 17, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, January 13, 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

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

AUGUST 1, 2022

The content is developed from sources believed to be providing accurate information. Source: Zacks, July 29, 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. Tip adapted from IRS.gov 7.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

JULY 24, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, July 21 , 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 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MARCH 13, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, March 10, 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

Marketing Marketing Economics Taxes 59