Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. I sometimes feel that I am right.

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Cornerstone Financial Advisory

NOVEMBER 13, 2023

Weekly Market Insights: Stocks Rally Friday; Powell Cautious On Progress Presented by Cornerstone Financial Advisory, LLC A powerful Friday rally left stocks higher last week, extending the market’s early November gains. Even better, these donations may qualify for a tax deduction if you itemize the deductions and show proof of the donations.

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Cornerstone Financial Advisory

MARCH 11, 2024

Weekly Market Insights: Markets Take A Breather After Mixed Week Presented by Cornerstone Financial Advisory, LLC Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. The information in this material is not intended as tax or legal advice.

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Cornerstone Financial Advisory

OCTOBER 9, 2023

Weekly Market Insights: Stocks Rally After Strong Jobs Report Presented by Cornerstone Financial Advisory, LLC A Friday rally overcame a shaky week, sending stocks mostly higher. This information is not intended to substitute for specific individualized tax advice. The Dow Jones Industrial Average slipped 0.30% for the week.

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Cornerstone Financial Advisory

NOVEMBER 6, 2023

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. These expenses can also impact your tax liability. a Registered Investment Advisor.

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Cornerstone Financial Advisory

FEBRUARY 5, 2024

Weekly Market Insights: Investors Move Past Mixed Fed Message Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. In addition, rental income may be subject to a net investment income tax.

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Cornerstone Financial Advisory

MARCH 4, 2024

Weekly Market Insights: Tech And AI Lead Another Advancing Week Presented by Cornerstone Financial Advisory, LLC Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Here’s How To Pay If you owe federal taxes, you must pay by the April deadline.

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Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Weekly Market Insights: Stocks End Summer With Gloomy News Presented by Cornerstone Financial Advisory, LLC Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. This information is not intended to substitute for specific individualized tax advice.

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Cornerstone Financial Advisory

NOVEMBER 27, 2023

Weekly Market Insights: Short Week Strong For Stocks Presented by Cornerstone Financial Advisory, LLC Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. There are some important tax tips to know to set yourself up for success.

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Cornerstone Financial Advisory

OCTOBER 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. ” –John Steinbeck Who Can Deduct Car Expenses On Their Tax Returns? a Registered Investment Advisor.

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Cornerstone Financial Advisory

FEBRUARY 12, 2024

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. a Registered Investment Advisor.

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Cornerstone Financial Advisory

OCTOBER 23, 2023

Weekly Market Insights: Stocks Retreat Despite Solid Earnings Presented By Cornerstone Financial Advisory, LLC Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results.

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Cornerstone Financial Advisory

AUGUST 7, 2023

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. a Registered Investment Advisor.

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Cornerstone Financial Advisory

NOVEMBER 20, 2023

Weekly Market Insights: November Rally Continues Presented by Cornerstone Financial Advisory, LLC Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. Did you know there are some tax considerations when starting a new hobby? a Registered Investment Advisor.

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Cornerstone Financial Advisory

OCTOBER 16, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The right to pay no more than the correct amount of tax: You only pay what is legally due, including interest and penalties.

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Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. ” – Aristotle Protect Your Tax Data Protecting your data is very important in today’s digital age.

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Cornerstone Financial Advisory

JULY 10, 2023

Weekly Market Insights: Stocks Stumble With CPI On Deck Presented by Cornerstone Financial Advisory, LLC Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. The eligibility standards for using Free File depend on the tax partner, but they are usually based on income, age, and state residency.

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Cornerstone Financial Advisory

MAY 13, 2024

Weekly Market Insights: Stocks Rise, Anticipating Rate Cut Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down. If you receive Social Security benefits, you may have to pay federal income tax on some of these benefits.

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Cornerstone Financial Advisory

MAY 21, 2024

Weekly Market Insights: Investors Anticipate Fed Rate Change Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. This information is not intended to be a substitute for specific, individualized tax advice.

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Cornerstone Financial Advisory

OCTOBER 30, 2023

Weekly Market Insights: Stocks Retreat On Cautious Earnings Reports Presented by Cornerstone Financial Advisory, LLC Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market.

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Cornerstone Financial Advisory

JUNE 5, 2023

Weekly Market Insights: Debt Deal Relieves Market Worries Presented by Cornerstone Financial Advisory, LLC Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report. a Registered Investment Advisor. ” – Mary J.

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Cornerstone Financial Advisory

APRIL 22, 2024

Weekly Market Insights: Fed And Middle East Conflict Diminish Stocks Presented by Cornerstone Financial Advisory, LLC Stocks fell for a third straight week, as Fed Chair Jerome Powell’s mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. The dependent is a U.S. citizen, national, or resident alien.

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Cornerstone Financial Advisory

APRIL 29, 2024

Weekly Market Insights: Despite Turbulent Week, Stocks Stage Comeback Presented by Cornerstone Financial Advisory, LLC Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. Free File has most of the necessary forms when filing your taxes. Stocks Bounce Back. .”

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Cornerstone Financial Advisory

JANUARY 22, 2024

Weekly Market Insights: Big Win For Big Tech Presented by Cornerstone Financial Advisory, LLC Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. We suggest you discuss your specific tax issues with a qualified tax professional.

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Cornerstone Financial Advisory

APRIL 1, 2024

Weekly Market Insights: Stocks Narrowly Higher Presented by Cornerstone Financial Advisory, LLC Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. This information is not intended to be a substitute for specific, individualized tax advice. a Registered Investment Advisor.

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Cornerstone Financial Advisory

APRIL 15, 2024

Weekly Market Insights: Stocks Startled By Inflation, Conflict Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions. ” – William Shakespeare More Digital Choices For Filing The IRS has made it easier to file your taxes.

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Cornerstone Financial Advisory

AUGUST 28, 2023

Weekly Market Insights: Stocks Retreat; Powell Talk Goes Hawk Presented by Cornerstone Financial Advisory, LLC Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. Do the complicated tasks first.

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Cornerstone Financial Advisory

OCTOBER 31, 2022

Presented by Cornerstone Financial Advisory, LLC. Did you know that the IRS has an app that makes it easy to check some things off your tax to-do list? Free File is a tax prep software for taxpayers whose 2021 total adjusted gross income was $73,000 or less. Get tax help. a Registered Investment Advisor.

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Cornerstone Financial Advisory

AUGUST 14, 2023

Weekly Market Insights: Summertime Blues For The Markets Presented by Cornerstone Financial Advisory, LLC Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. This information is not intended to substitute for specific individualized tax advice.

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Cornerstone Financial Advisory

APRIL 8, 2024

Weekly Market Insights: Fed Comments Stir The Pot For Stocks Presented by Cornerstone Financial Advisory, LLC Stocks dropped last week as investors focused on “what’s next” for interest rates after mixed comments from multiple Fed officials. This information is not intended to be a substitute for specific, individualized tax advice.

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Cornerstone Financial Advisory

AUGUST 21, 2023

Weekly Market Insights: Stocks Weather Summer Storm Of News And Indicators Presented by Cornerstone Financial Advisory, LLC Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. These expenses can also impact your tax liability.

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Cornerstone Financial Advisory

APRIL 24, 2023

Stocks Show Small Losses After Mixed Week Presented by Cornerstone Financial Advisory, LLC Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and lingering recession fears, closing out the five trading days with small losses. Why is my pension taxed? Sales of new homes fell 0.8%

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Cornerstone Financial Advisory

JUNE 19, 2023

Weekly Market Insights: Stocks Climb After Fed Pause Presented by Cornerstone Financial Advisory, LLC Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience. a Registered Investment Advisor.

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Cornerstone Financial Advisory

JUNE 12, 2023

Presented by Cornerstone Financial Advisory, LLC A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark. State and local income tax refunds may be taxable and should be reported on your federal taxes. State taxes may apply to inheritances.) Welfare benefits.

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Cornerstone Financial Advisory

AUGUST 1, 2022

Presented by Cornerstone Financial Advisory, LLC. Don’t Forget to Take Advantage of the Work Opportunity Tax Credit. The work opportunity tax credit is a federal tax credit for business owners that have hired individuals from target groups that would have otherwise faced significant barriers when looking for a job.

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Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Weekly Market Insights: Stocks Stand Still, Awaiting Fed Presented by Cornerstone Financial Advisory, LLC Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. This information is not intended to substitute for specific individualized tax advice.

Marketing 59

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Cornerstone Financial Advisory

SEPTEMBER 11, 2023

Presented by Cornerstone Financial Advisory, LLC Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. These programs offer free tax help to senior citizens, persons with disabilities, and those who speak limited English to understand their tax situations.

Marketing 59

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