Advisor Perspectives

DECEMBER 1, 2023

Over 10,000 advisors became RIAs between 2015 and 2020 alone. Freedom, control, and economic advantages are the key reasons for the impressive growth of the independent Registered Investment Advisor (RIA) channel over the years. Ever wonder why?

Investment Advisor

Cornerstone Financial Advisory

JULY 25, 2022

A few disappointing corporate reports and a weak economic report sent stocks lower to close out a solid week. The latest monthly homebuilder sentiment survey showed the single largest monthly drop in its 37-year history, except for April 2020. This Week: Key Economic Data. The Econoday economic calendar lists upcoming U.S.

Marketing

Cornerstone Financial Advisory

JANUARY 23, 2023

Mixed Results Following Weak Economic Data Presented by Cornerstone Financial Advisory, LLC Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. economic growth is consumer spending. Thurday: Gross Domestic Product (GDP).

Marketing

Bell Investment Advisors

NOVEMBER 6, 2023

The economic backdrop to these losses, however, stands out. A report from the Bureau of Economic Analysis showed that gross domestic product grew at an inflation-adjusted annual rate of 4.9% First, this is a degree of expansion that is approximately double any quarterly growth rate seen since the post-COVID rebound of 2020 to 2021.

Economy

Cornerstone Financial Advisory

APRIL 17, 2023

the most significant monthly decline since 2020. 5 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. Source: Econoday, April 14, 2023 The Econoday economic calendar lists upcoming U.S. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing

Cornerstone Financial Advisory

JUNE 21, 2022

Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data. Recession fears grew based on a weak housing starts report and a contraction in the Philadelphia Fed Business Index–the first contraction since May 2020. This Week: Key Economic Data. IRS.gov, March 20, 2020.

Marketing

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data. 4, 5 After reports of a jump in initial jobless claims on Thursday and a 15% rise in layoffs in March, Friday’s March employment report showed the smallest increase in nonfarm payrolls (+236,000) since December 2020.

Marketing

James Hendries

AUGUST 3, 2022

The official arbiter of business cycle dating is the National Bureau of Economic Research (NBER). had never before experienced the massive swings in economic activity during the 2020 pandemic, making even the current analysis more difficult. The economic growth outlook has weakened. Of course, the U.S.

Marketing

James Hendries

JULY 21, 2022

So far, this year hasn’t seen a full-blown crisis like 2008- 2009 or 2020, but the ride has been very bumpy. Understandably, rising prices, slowing economic growth, and a challenging first half for both stocks and bonds have many investors on edge, and fatigue from more than two years of COVID-19 measures doesn’t make it any easier.

Clients

Cornerstone Financial Advisory

OCTOBER 10, 2022

Stocks opened the week posting their best two-day rally since March 2020, as the U.K. Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. This Week: Key Economic Data. The Econoday economic calendar lists upcoming U.S. a Registered Investment Advisor.

Marketing

James Hendries

OCTOBER 4, 2022

We believe the Fed is doing the right thing for the long-term health of the economy, but it does increase near-term economic risks. Given these risks, we are receiving many questions about stagflation and concerns that we may again be facing the investment environment of the 1970s. But this is not your 1970s- style stagflation.

Clients

Cornerstone Financial Advisory

JUNE 27, 2022

Though the weekly gain was a welcome respite from the market’s downward trend, declining bond yields and falling food and energy prices can also be interpreted as signs of slowing economic growth, which may represent a headwind for corporate earnings in the months ahead. This Week: Key Economic Data. IRS.gov, March 20, 2020 .

Marketing

Cornerstone Financial Advisory

OCTOBER 17, 2022

Before reversing, stocks had touched levels last seen in 2020. This Week: Key Economic Data. Index of Leading Economic Indicators. . The Econoday economic calendar lists upcoming U.S. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.

Marketing

James Hendries

AUGUST 15, 2022

The S&P 500 Index enjoyed its best month since November 2020 and its best July in over 80 years. The rule of thumb is two quarters of negative GDP defines a recession, but the official definition by the National Bureau of Economic Research is broader than that. Investing involves risks including possible loss of principal.

Clients

ClearMoney

DECEMBER 5, 2021

The following is provided by Dimensional Fund Advisors. As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 Ivory Coast defaulted in January 2011,5 when its 2010 debt/GDP was just 46%.6.

Government

Bell Investment Advisors

DECEMBER 9, 2022

His two years of living in the woods were, in part, an experiment in economics. Paul Krugman, winner of the Nobel Prize for economics: “It is a good thing American workers are insisting on a better deal, and it is in the interest of the U.S.A. million Americans started new businesses in 2020, up 24% from 2019. He spent $28.12

Economy

ClearMoney

DECEMBER 5, 2021

The following is provided by Dimensional Fund Advisors. As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 Ivory Coast defaulted in January 2011,5 when its 2010 debt/GDP was just 46%.6.

Government

James Hendries

OCTOBER 25, 2022

The National Bureau of Economic Research (NBER) is the official arbiter of U.S. business cycles, and they consider a wide range of economic indicators other than just the quarterly GDP metric. Depth refers to declining economic activity that is more than a relatively small change. Warning Signals.

Marketing

James Hendries

SEPTEMBER 27, 2022

from its August 2020 lows and has already seen the biggest move higher in yields since 1987, when rates moved higher by 3.2%. Clearly, we’re not in normal times, but the move on the 10-year Treasury yield since it bottomed in August 2020 has been significant. A Historically Aggressive Fed. The yield on the 10-year U.S.

Asset Allocation

James Hendries

SEPTEMBER 20, 2022

Because of the ever higher Fed rate hike expectations, the yield on the 10-year Treasury security has increased by nearly 200 bp this year after increasing around 100 bp in 2020 and is at the highest level since 2011 [Figure 1]. economic growth. Investing involves risks including possible loss of principal. by early next year.

Marketing

James Hendries

AUGUST 15, 2022

Total employment has returned to pre-pandemic levels in February 2020 but not back to pre-pandemic trends [ Figure 1 ]. percentage points below February 2020, and the largest gaps were for those of high school and college age and those 55 years old and up [ Figure 2 ]. Investing involves risks including possible loss of principal.

Marketing

Trade Brains

AUGUST 31, 2022

To combat the situation RBI, India’s central bank announced a host of measures to enhance liquidity, ease financial market conditions, address cash flow concerns, and improve market sentiment following a near-halt in economic activity. In FY22-23 the deposit growth is expected to slow down to 6-8%. Particulars Details. Fresh Issue -.

Banking

James Hendries

JUNE 26, 2023

The median performance, at 25.4%, is a better representation of where stocks might normally be at this stage because it takes out the ferocious V-shaped rebounds coming out of the 2008-2009 Great Financial Crisis and the early stages of the pandemic in March 2020. Investing involves risks including possible loss of principal.

Marketing

ClearMoney

DECEMBER 14, 2021

Systematic, or factor-based, investing has become quite common in equities. At the end of 2020, $1.35 For Dimensional, systematic investing is not a recent revelation but a core part of our investment philosophy, as it has been for more than four decades. 20591, National Bureau of Economic Research, October 2014).

Investments

James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. over the last 20 years, pre-2020. Investing involves risks including possible loss of principal.

Retail

James Hendries

OCTOBER 18, 2022

The challenges are many, with intense cost pressures and slowing economic growth at the top of the list. These headwinds include slower economic growth, cost pressures amid high inflation, ongoing supply chain issues, geopolitical instability in Europe and Asia, and significant currency drag from a very strong U.S. Numerous Headwinds.

Marketing

ClearMoney

NOVEMBER 4, 2021

Exhibit 4 shows marked inconsistency in valuation characteristics for the three largest US equity momentum funds during the value premium rally of late 2020 through early 2021. Price-to-book ratios for all three surged briefly in the fourth quarter of 2020 before dropping precipitously during the second quarter of 2021.

Asset Allocation

James Hendries

JULY 21, 2022

So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. Understandably, rising prices, slowing economic growth, and a challenging first half for both stocks and bonds have many investors on edge, and fatigue from more than two years of COVID-19 measures doesn’t make it any easier.

Management

Indigo Marketing Agency

DECEMBER 19, 2022

Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. He also runs a successful blog, The Reformed Broker , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. Mary Beth Storjohann is an author, speaker, financial advisor, and co-CEO of Abacus Wealth Partners.

Financial Advisor

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing

James Hendries

AUGUST 15, 2022

As shown in Figure 2 , the 90% level has historically signaled the start of new bull markets coming off of major lows such as 2009, 2011, 2018-2019, and 2020. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

Marketing

ClearMoney

SEPTEMBER 24, 2021

Fortunately, you don’t need to time the market to have a good investment experience. Professor Eugene Fama, a Nobel laureate in economic sciences, showed that it’s unlikely for any individual to be able to pick the right stock at the right time—especially more than once.1 S&P 500 Index annual returns 1926–2020.

Investments

James Hendries

NOVEMBER 15, 2022

The SVX/SGX ratio chart has recently broken out from a bottom formation that has been under development since 2020. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

Marketing

Indigo Marketing Agency

APRIL 23, 2020

It’s 2020, but also we live in a completely virtual world right now, so if you haven’t implemented these virtual marketing strategies, there’s no excuse. I’m a former investment advisor representative with LPL Financial. Strategies to grow your wealth during the 2020 financial crisis.

Financial Advisor

Cornerstone Financial Advisory

NOVEMBER 21, 2022

The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials. The economic picture, however, included some encouraging news as retail sales rose and producer price increases moderated. . service decline, representing the first decline since November 2020.

Marketing

The Big Picture

OCTOBER 19, 2022

Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. Is this aimed at the advisor community? Who’s your focus? RAMPULLA: Yeah.

Clients

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. Since 2020, their performance has been awful. RITHOLTZ: In 2020, no one even came in second. There’s no economic incentive for anybody to change any of that. NADIG: Yeah.

Management