Скачать или смотреть Market Update 8/5/24 - Investor concerns following Friday’s weaker-than-expected jobs report

After a bright start to the year, some dark and stormy clouds have gathered above Wall Street. We are keeping a close eye on a number of things, such as inflation, interest rates, corporate profits and earnings reports.

At Cornerstone, our wealth advisors must carry the CFP® (CERTIFIED FINANCIAL PLANNER™) designation or be actively working to earn it. Gordon earned his CFP® certification in 2000, Jill followed suit in 2016 after completing her MBA, and Andrew Ulvestad earned his designation in 2024. The rigorous requirements involve years of in-depth coursework, thousands of hours of hands-on experience, a challenging examination, and a steadfast commitment to the CFP Board's Code of Ethics and Standards of Conduct. While we aren't obligated to reach such a high bar, we choose to do so because we're committed to maintaining the financial expertise and exceptional qualifications necessary to guide you through the complexities of wealth management with confidence and clarity.

Call 605-357-8553 or email [email protected] today to learn more or schedule a complimentary, no-obligation strategy session with an advisor.

CSP 564884-2 exp 7.31.26. Video Market Update_Volatility

Gordon Wollman, MS-Financial Planning, CFP®
Founder & CEO, Cornerstone Financial Solutions
Wealth Advisor, RJFS

Jill Mollner, MBA, CFP®
Wealth Advisor, RJFS
Branch Operations Manager

Andrew Ulvestad, CFP® , CKA®, AWMA®
Wealth Advisor, RJFS

[email protected]
www.mycfsgroup.com

Cornerstone Financial Solutions
7408 S. Bitterroot Pl, Sioux Falls, SD 57108 | 605.357.8553
280 Dakota Ave. S, Huron, SD 57350 | 605.352.9490

This information is not intended to be a substitute for specific individualized tax, legal, estate, or investment planning advice as individual situations will vary. Please discuss these matters with the appropriate professional. Opinions expressed are those of the professionals at Cornerstone Financial Solutions and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. This information has been obtained from sources considered to be reliable, but Raymond James Financial Services, Inc. does not guarantee that these statements, opinions, or forecasts provided herein will prove to be correct.
Investing involves risk and you may incur a profit or loss regardless of strategy selected. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions.

CFP® professionals must have several years of experience related to financial planning, complete education requirements including a six-hour exam, and adhere to a strict ethical standard as set by the Certified Financial Planner Board of Standards. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Securities offered exclusively through Raymond James Financial Services, Inc. Member FINRA / SIPC. Cornerstone Financial Solutions, Inc., is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

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