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?

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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. economic growth is consumer spending.

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Cornerstone Financial Advisory

DECEMBER 12, 2022

There was some good news last week on the economic front and out of China, which started to loosen COVID restrictions. But it was a week where good news was considered bad news, as any signs of economic resilience stoked worries of a longer rate-hike cycle. This Week: Key Economic Data. Yoga Basics, March 11, 2021.

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Cornerstone Financial Advisory

JANUARY 30, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. There was enough new economic data to support both the “recession is coming” and the “soft landing” camps. The Nasdaq Composite index rose 4.32% for the week.

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Cornerstone Financial Advisory

JULY 11, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. Technology shares were the week’s big winners as investors appear to have turned to companies with earnings growth potential during a weakening economic environment. This Week: Key Economic Data.

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James Hendries

JANUARY 13, 2023

Lessons learned: Economic forecasts The Fed’s bark was as bad as its bite! When LPL Research released the Outlook 2022: Passing the Baton in December 2021, the team’s view was that the hit from inflation would be manageable and would therefore limit the number and magnitude of interest rate increases, enable the U.S.

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Cornerstone Financial Advisory

MAY 15, 2023

year-over-year gain and the lowest recording since January 2021. 5 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. Source: Econoday, May 12, 2023 The Econoday economic calendar lists upcoming U.S. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

JANUARY 3, 2023

Steps by China to move past its zero-Covid policies triggered concerns that its economic reopening might aggravate inflation pressures, sending stocks lower and bond yields higher to begin the week. This Week: Key Economic Data. Source: Econoday, December 30, 2022 The Econoday economic calendar lists upcoming U.S.

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Cornerstone Financial Advisory

JULY 17, 2023

year-over-year–its lowest level since October 2021. 6 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. Source: Econoday, July 14 , 2023 The Econoday economic calendar lists upcoming U.S. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

DECEMBER 5, 2022

This Week: Key Economic Data. Source: Econoday, December 2, 2022 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. WebMD, May 6, 2021. a Registered Investment Advisor.

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James Hendries

JUNE 26, 2023

The S&P 500’s Relative Strength Index (RSI)—a momentum oscillator used to measure the speed and magnitude of price action—recently reached its most overbought reading since November 2021 (Figure 1). Investing involves risks including possible loss of principal. Value investments can perform differently from the market as a whole.

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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. However, consumers were likely tapping into credit and using savings to support spending.

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James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. Along with the statement, the Committee updated the Summary of Economic Projections (SEP), which is arguably more important than the brief monetary policy statement.

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James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. Remember stock valuations are inversely correlated to inflation and interest rates. So a P/E over 20 is probably too rich.

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James Hendries

FEBRUARY 27, 2023

The debt ceiling was last raised in December 2021. Even if there’s a strong case to be made, we think debt service prioritization would be allowed to continue while the case works its way through the courts, since the potential economic damage would be too great otherwise. Investing involves risks including possible loss of principal.

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James Hendries

SEPTEMBER 27, 2022

In late 2021, markets expected the Fed to largely stay on the sidelines and keep short-term interest rates low. As we know from historical precedents, when the Fed aggressively raises rates, economic growth slows or outright contracts, which is the Fed’s goal. Investing involves risks including possible loss of principal.

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James Hendries

JANUARY 20, 2023

These headwinds—clearly not new news—include slower global economic growth, cost pressures from still-elevated inflation, ongoing supply chain issues, currency drag from a stronger U.S. Even the economic pressures have eased some, with fourth quarter U.S. Investing involves risks including possible loss of principal.

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Trade Brains

MARCH 1, 2024

Lakh Cr by FY28 on account of broader economic recovery and due to the shift towards digital advertising and spending, as internet subscribers rise. In March 2021, the Indian Newspaper Society passed a resolution that mandates marketing Companies to make payments within 60 days. Investment Rs. This was higher than the 4.4%

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Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Large cap has pulled off that same feat over the last five years, finishing first in 2019, 2021 and once again in 2023. I could pull out some socio-economic Jenga pieces that include the high valuation of the U.S. dollar, relative valuations, political uncertainty, the national debt, the 2024 elections, etc.,

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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.

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ClearMoney

DECEMBER 14, 2021

This differentiates systematic investing from traditional indexing, which typically seeks to deliver market returns, and traditional active investing, which may seek outperformance by identifying so-called mispriced securities or timing markets. 20591, National Bureau of Economic Research, October 2014).

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Indigo Marketing Agency

OCTOBER 25, 2019

We at Carson are already out to the fourth quarter of 2020, into the first quarter of 2021 on deliverables, on value-add. What kind of valuations are you seeing? Hire as many as you can afford, because there’s never been a better time to invest in your business. It’s called the Washington Economic Forum.

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