Cornerstone Financial Advisory

JANUARY 8, 2024

1,2 All About The Fed On Wednesday, manufacturing news came in better than expected, lifting markets until the December Federal Open Market Committee meeting minutes were released, revealing that the Fed members had discussed rate cuts for 2024 but in no specific terms. . Missing signatures can delay your return.

Marketing 82

Marketing Marketing Taxes Economics 82

The Big Picture

DECEMBER 6, 2022

You have the liquidity, the tax efficiency, the transparency. And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

Clients 152

Clients Investing Investments Management 152

The Big Picture

MARCH 12, 2024

And we’ve automated the, the appraisal process for valuation, both intrinsic value, meaning like, where would we pay it, where would we buy it, and where is the fair market price that asset from that level, from price and from consumer behavior now. We’ve gathered up all the information you would need to do an appraisal.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

NOVEMBER 21, 2023

My dad was first generation college, became an entrepreneur, started an auto parts manufacturing business. It was about $170 million valuation. So here’s the math, Barry. You take it out tax free as well. I’m a big fan of the show, and you know, I grew up in rural Indiana. He, he chose a, a challenging time.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. Whenever I see, you know, a groundbreaking where some giant company comes in with all these tax abatements, we start with Foxconn in Wisconsin, turned out to be a bust.

Startup 161

Startup Investing Investments Numbers 161