Cornerstone Financial Advisory

DECEMBER 26, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Taxes 96

Taxes Investment Advisor Sales Investing 96

Bell Investment Advisors

AUGUST 2, 2023

The low interest rates that justified higher stock valuations are not so low anymore. The post The Economy Continues to Look Good appeared first on Bell Investment Advisors. While it’s nice that the clamor of doomsday prognosticators has softened for the moment, it’s important to maintain perspective.

Economy 52

Economy Valuation Investment Advisor Economics 52

Cornerstone Financial Advisory

DECEMBER 18, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 92

Marketing Marketing Taxes Economics 92

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 98

Marketing Marketing Taxes Investment Advisor 98

Cornerstone Financial Advisory

MARCH 11, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 75

Marketing Marketing Insurance Taxes 75

Cornerstone Financial Advisory

APRIL 15, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

APRIL 1, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 52

Marketing Marketing Economics Taxes 52

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

MARCH 4, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 71

Marketing Marketing Economics Taxes 71

Cornerstone Financial Advisory

JANUARY 29, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 81

Marketing Marketing Economics Taxes 81

Cornerstone Financial Advisory

AUGUST 7, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 88

Marketing Marketing Medicine Taxes 88

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 77

Marketing Marketing Taxes Economics 77

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 80

Marketing Marketing Taxes Economics 80

Cornerstone Financial Advisory

OCTOBER 2, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 89

Marketing Marketing Taxes Economics 89

Cornerstone Financial Advisory

OCTOBER 30, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 96

Marketing Marketing Economics Taxes 96

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 90

Marketing Marketing Taxes Economics 90

Cornerstone Financial Advisory

JANUARY 8, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 78

Marketing Marketing Taxes Economics 78

Cornerstone Financial Advisory

DECEMBER 11, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 83

Marketing Marketing Taxes Economics 83

Cornerstone Financial Advisory

OCTOBER 9, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 82

Marketing Marketing Taxes Investment Advisor 82

Cornerstone Financial Advisory

JANUARY 2, 2024

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Taxes 78

Taxes Investment Advisor Numbers Investing 78

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. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 83

Marketing Marketing Economics Taxes 83

Cornerstone Financial Advisory

OCTOBER 23, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 84

Marketing Marketing Taxes Economics 84

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. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

JULY 10, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 86

Marketing Marketing Taxes Economics 86

The Big Picture

FEBRUARY 6, 2024

And speaking of the.com implosion, like Microsoft via a case study where we, in previous strategies, we held Microsoft for a very long time, that’s where the valuation could help us in the.com bus. 00:25:03 [Speaker Changed] Another research piece you put out, I found kind of intriguing quality investing for greed and fear.

Valuation 130

Valuation Investing Investments Assets 130

James Hendries

NOVEMBER 3, 2022

Still, as we survey what are better equity valuations, long-awaited income opportunities in the bond market, and a likely less-antagonistic Fed in 2023, there may be emerging reasons to believe that the next year may be more constructive than the last. Insurance products are offered through LPL or its licensed affiliates.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

Cornerstone Financial Advisory

AUGUST 28, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

OCTOBER 31, 2022

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Registered Representative, Securities offered through Cambridge Investment Research, Inc.,

Marketing 83

Marketing Marketing Economics Taxes 83

Cornerstone Financial Advisory

APRIL 17, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

APRIL 3, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 19, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

FEBRUARY 13, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

FEBRUARY 6, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

MAY 30, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

AUGUST 21, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JANUARY 17, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Registered Representative, Securities offered through Cambridge Investment Research, Inc.,

Marketing 59

Marketing Marketing Taxes Investment Advisor 59