Cornerstone Financial Advisory

AUGUST 29, 2022

Wall Street focused on Powell’s presentation in the hope it might provide greater clarity on future Fed direction, though his remarks ultimately went no further than restating past communications. Source: Econoday, August 26, 2022 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, August 26, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

DECEMBER 19, 2022

The FOMC ended its last meeting of 2022 by raising interest rates another 0.5% Source: Econoday, December 16, 2022. Source: Zacks, December 16, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, December 13, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

OCTOBER 17, 2022

Source: Econoday, October 14, 2022. Friday: Verizon Communications, Inc. (VZ), Source: Zacks, October 14, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. When sold, investments may be worth more or less than their original cost.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 14, 2022

Source: Econoday, November 11, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 11, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Industrial Production.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 28, 2022

Source: Econoday, November 25, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 25, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. stock market.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

DECEMBER 12, 2022

Source: Econoday, December 9, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 9, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, December 9, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

Source: Econoday, September 2, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 2, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. ” – Will Durant.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

DECEMBER 5, 2022

Source: Econoday, December 2, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 2, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. IRS.gov, July 11, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 26, 2022

Source: Econoday, September 23, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 23, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Consumer Confidence.

Marketing 59

Marketing Marketing Education Taxes 59

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

Source: Econoday, September 16, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 16, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Existing Home Sales.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 3, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week. Source: Econoday, September 30, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 30, 2022 Companies mentioned are for informational purposes only. IRS.gov, February 23, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 10, 2022

Source: Econoday, October 7, 2022. Source: Zacks, October 7, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. CNBC, October 3, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 15, 2022

Source: Econoday, August 12, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 12, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, August 10, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 12, 2022

Source: Econoday, September 9, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 9, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Industrial Production.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 18, 2022

Source: Econoday, July 15, 2022 The Econoday economic calendar lists upcoming U.S. Friday: Verizon Communications, Inc. (VZ), Source: Zacks, July 15, 2022 Companies mentioned are for informational purposes only. The return and principal value of investments will fluctuate as market conditions change. stock market.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 25, 2022

Source: Econoday, July 22, 2022. Source: Zacks, July 22, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. CNBC, July 18, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 21, 2022

Source: Econoday, June 17, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 17, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, June 16, 2022.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JUNE 27, 2022

Source: Econoday, June 24, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 24, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Thursday: Jobless Claims.

Marketing 52

Marketing Marketing Taxes Education 52

Cornerstone Financial Advisory

AUGUST 8, 2022

Source: Econoday, August 5, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 5, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, August 5, 2022.

Marketing 52

Marketing Marketing Economics Taxes 52

Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. Tue, 09/06/2022 - 10:17. Increasingly, investment committee members are exploring mission-aligned investing for the organizations they serve. DEFINING MISSION-ALIGNED INVESTING.

Government 98

Government Investing Investments Portfolio 98

Cornerstone Financial Advisory

JULY 11, 2022

Source: Econoday, July 8, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 8, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, July 8, 2022.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 24, 2022

Source: Econoday, October 21, 2022. Source: Zacks, October 21, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. Refinitiv, October 20, 2022.

Marketing 45

Marketing Marketing Taxes Economics 45

Cornerstone Financial Advisory

AUGUST 7, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, October 7, 2022 8.

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

OCTOBER 30, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, January 19, 2022 7.

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Marketing Marketing Economics Taxes 105

Ballast Advisors

AUGUST 18, 2023

The percentage of workers who felt at least somewhat confident in their ability to afford retirement plummeted nine percentage points, from 73% in 2022 to just 64% in 2023. For retirees, the drop was four percentage points — from 77% in 2022 to 73% in 2023. Broadridge Investor Communication Solutions, Inc.

Retirement 52

Retirement Taxes Planning Accounting 52

Good Financial Cents

NOVEMBER 14, 2022

Whether you’re a newbie or a seasoned investor, you’ve probably heard these words from a friend or family member who invests in the S&P 500: “Just buy an index fund.”. But does it make sense for ALL investors to invest in the S&P 500? What if you’re not 100% comfortable investing all your money in the stock market?

Investing 64

Investing Investments Risk Tolerance Portfolio 64

Cornerstone Financial Advisory

APRIL 3, 2023

Banking Crisis Fears Dim; Markets Rally Presented by Cornerstone Financial Advisory, LLC Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names. The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 24, 2023

Poor earnings results hit communication services stocks and regional banks, while margin pressures put pressure on auto stock valuations. Sales plummeted 22% from March 2022 levels as higher mortgage rates and tight inventories impacted affordability. When sold, investments may be worth more or less than their original cost.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 3, 2023

The December report showed the confidence of large asset managers in investing in risk assets, like stocks, has dropped over the past two months, explaining, in part, why stocks may have struggled of late. Source: Econoday, December 30, 2022 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, December 30, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 17, 2023

After reports of a more pronounced slowdown in producer prices on Thursday, stocks surged higher, with technology and communication services companies leading the charge. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. IRS.gov, August 8, 2022 7.

Marketing 59

Marketing Marketing Medical Economics 59

Brown Advisory

JUNE 13, 2022

Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Brown Advisory

JUNE 13, 2022

Mon, 06/13/2022 - 14:12. Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

Government 52

Government Investment Advisor Nonprofit Portfolio 52

Cornerstone Financial Advisory

AUGUST 21, 2023

After the 10-year Treasury yield rose to its highest level since October 2022 on Thursday, yields eased on Friday, helping to arrest the week’s downward trend. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) The return and principal value of investments will fluctuate as market conditions change.

Marketing 52

Marketing Marketing Economics Taxes 52

Ballast Advisors

NOVEMBER 14, 2023

This material is for informational purposes only and should not be considered investment advice. Ballast Advisors reserve the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. Broadridge Investor Communication Solutions, Inc.

Insurance 52

Insurance Taxes Planning Medical 52

Cornerstone Financial Advisory

MAY 22, 2023

The first positive sign was an increase in home builder sentiment that put the National Association of Home Builders Housing Market Index’s confidence level at the midpoint for the first time since July 2022. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) An unexpected 2.2% PANW), AutoZone, Inc.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

FEBRUARY 13, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, October 20, 2022 6.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 9, 2023

The Fed has communicated that it’s looking for weakening in the labor market before it can feel confident higher rates are working to slow inflation. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. IRS.gov, July 7, 2022. stock market.

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Marketing Marketing Economics Taxes 59