Cornerstone Financial Advisory

JANUARY 17, 2023

Retail Sales. 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. Some contributions aren’t tax-deductible, so check the current tax law or talk to your account before deducting charitable gifts from your tax return.

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Cornerstone Financial Advisory

APRIL 17, 2023

A weak retail sales number on Friday shaved the gains to close out the week. 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. a Registered Investment Advisor. How could this be?

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Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

MAY 22, 2023

1,2,3 Possible Debt Deal After stumbling on weak April retail sales and a combination of disappointing earnings and weak guidance from a major retailer, stocks moved higher mid-week as the news on the debt negotiations turned more positive. This information is not intended to substitute for specific individualized tax advice.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 11, 2022

Employers added 372,000 jobs in June, a number that was above economists’ estimates of 250,000. Friday: Retail Sales. The Small Business Health Care Tax Credit. In an effort to extend health care benefits to more people, the IRS introduced the small business healthcare tax credit. Wage gains were robust (+5.1%

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 20, 2023

A higher-than-expected rise in the Consumer Price Index (CPI) and strong retail sales in January initially did little to dent that enthusiasm, as stocks posted solid gains through Wednesday’s close. Year-over year, producer prices rose 6.0%, a slight improvement from December’s number. Yet some tax benefits reward the philanthropic.

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Cornerstone Financial Advisory

FEBRUARY 13, 2023

The concern was that the surprise job number would change Powell’s outlook coming out of the last FOMC meeting. Wednesday: Retail Sales. ” – Sandy Fries The Two Types Of IRS Volunteer Programs Every year, IRS-certified volunteers help people file their tax returns accurately. Thursday: Jobless Claims. Housing Starts.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 14, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. Both numbers were below market expectations of 0.6% A look behind the numbers shows that October’s 7.7% Wednesday: Retail Sales. The information in this material is not intended as tax or legal advice.

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Cornerstone Financial Advisory

DECEMBER 12, 2022

But stock prices were under pressure Friday following a disappointing Producer Price Index (PPI) number. Though the PPI number dented the optimism around cooling inflation, November’s PPI report represented an improvement from its 11.7% Retail Sales. The information in this material is not intended as tax or legal advice.

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Cornerstone Financial Advisory

NOVEMBER 21, 2022

The economic picture, however, included some encouraging news as retail sales rose and producer price increases moderated. . If you hire an independent contractor for your business, you are generally not responsible for withholding income taxes, Social Security, or Medicare taxes from their compensation. Producer Prices Ease.

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Cornerstone Financial Advisory

AUGUST 15, 2022

Bureau of Labor Statistics released a better-than-expected Consumer Price Index (CPI) number, with buying momentum building throughout the trading session. Wednesday: Retail Sales. The IRS has a handy tool called the IRS Tax Withholding Estimator that can help taxpayers better understand their withholding. Housing Starts.

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Cornerstone Financial Advisory

NOVEMBER 28, 2022

Investor sentiment was also lifted by unexpectedly strong retailer earnings, upside surprises in new economic data, and a better-than-expected consumer sentiment reading. This information is not intended to be a substitute for specific individualized tax advice. The information in this material is not intended as tax or legal advice.

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Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. The IRS has a question about their tax return. The IRS changed their tax return.

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Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MARCH 13, 2023

Labor market strength in a Friday report exacerbated rate-hike anxieties, though cooling wage gains balanced an above-consensus new jobs number. Retail Sales. Most of these scam messages look like they’re coming from the IRS and have fake messages to lure you into providing information for things like COVID relief or tax credits.

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Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 17, 2023

6 This Week: Key Economic Data Tuesday: Retail Sales. 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. The information in this material is not intended as tax or legal advice. year-over-year.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

OCTOBER 10, 2022

prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. In a sign of cooling, the number of open jobs in August fell 10%, while a subsequent report from Automated Data Processing (ADP) showed continued labor market strength. Friday: Retail Sales.

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Marketing Marketing Taxes Economics 59

ClearMoney

DECEMBER 5, 2021

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. After a limited number of password attempts, a user can permanently lose access. Prohibiting the sale to retail clients of investment products that reference cryptoassets,” Financial Conduct Authority, June 10, 2020.

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Commission Retail Distribution Sales 52

The Big Picture

JULY 11, 2023

” Who are the number one users of TurboTax? I could do my own taxes. We were 75% retail. So bringing the two firms together, you really made us 50/50 retail and institutional, and that’s been very important. And you see that in the numbers, right? I don’t want to deal with it. It’s the CPAs.

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Management Investing Investments Assets 213

Cornerstone Financial Advisory

FEBRUARY 19, 2024

But stocks regained some momentum on Wednesday and rallied Thursday despite disappointing reports on both retail sales and industrial production for January. 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 percent consensus.

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Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

MARCH 25, 2024

Retail Inventories. 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.

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Marketing Marketing Taxes Economics 93

Cornerstone Financial Advisory

JANUARY 16, 2024

That number was higher than the 3.2 Wednesday: Retail Sales. Married filing jointly: Taxpayers who are married can file a joint tax return with their spouse. Married filing separately: Married couples can choose to file separate tax returns when doing so results in a smaller tax burden than filing a joint tax return.

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Marketing Marketing Taxes Economics 97

Sara Grillo

DECEMBER 12, 2022

So when the advisor is not totally transparent with what their fee model is, not just the fees they are charging but any fees and costs overall, whether it is insurance products, whether it’s AUM fees, whether it’s fixed fees or hourly fees or a combination of all these…” – Scott Salaske. Doug Twiddy. I really don’t.” – Derek Robinett.

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Financial Advisor Commission Clients Insurance 52

The Big Picture

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. RAMPULLA: Yeah.

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Cornerstone Financial Advisory

FEBRUARY 12, 2024

Retail Sales. Create Digital Copies Of Important Documents: Most financial organizations, such as banks and insurance companies, provide digital copies of bank statements, tax returns, and insurance policies anyway, and keeping all these digital copies saved and organized is an excellent practice to get into. Jobless Claims.

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Marketing Marketing Economics Taxes 94

Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Investors also cheered a stronger-than-forecast retail sales report and a modest increase in core producer prices, overlooking a higher-than-expected headline number. To complete the application, the organization also needs its employer identification number. They must submit a complete application as well as the user fee.

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Marketing Marketing Taxes Economics 59

ClearMoney

JANUARY 4, 2022

In addition to the effective vaccines, markets were buoyed by a number of other positive developments, including strong corporate earnings and increased consumer demand. Another market curiosity arose in early 2021, when individual investors and others helped bid up shares of videogame retailer GameStop, as Exhibit 3 shows.

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Marketing Marketing Commission Government 52

Cornerstone Financial Advisory

OCTOBER 16, 2023

PPI, CPI Updates The disinflationary trend appears to be stalling if the inflation numbers are any indication. 5 This Week: Key Economic Data Tuesday: Retail Sales. The right to pay no more than the correct amount of tax: You only pay what is legally due, including interest and penalties. versus a forecast of a 0.3%

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Marketing Marketing Taxes Economics 101

Brown Advisory

JULY 1, 2015

We would remind readers that our job as investment advisors is to help clients achieve their long-term financial objectives rather than to predict economic inflection points and outcomes. In the last couple of quarters, a number of U.S.-based and thus denominated in foreign currencies) into increasingly expensive dollars.

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Investing Investments Banking Economy 52

The Big Picture

DECEMBER 6, 2022

And I think that the financial advisors are used, but not as widely used as they are in the U.S. And definitely, their retail market participation is significantly lower than you can see in the U.S. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? I was employee number 10.

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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. They don’t.

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Compliance Wealth Management Clients Management 152

Good Financial Cents

APRIL 19, 2023

Invest in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency Roofstock Here’s another real estate platform for a little additional income. The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants!

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Accounting Investing Investments Media 105

Good Financial Cents

FEBRUARY 15, 2023

Investments offered: Stocks, bonds, ETFs, mutual funds, options, futures, and CDs. Best for: Any and all investors Schwab is the largest retail investment broker in the world, and there are plenty of reasons why. The preference for one over the other may come down to personal investment style more than anything else.

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The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. What I spend most of my time doing is helping advisor to understand the thousands of crazy ideas the asset management comes up with every year. It’s still a fairly small number.

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