Cornerstone Financial Advisory

DECEMBER 5, 2022

And Job Numbers Cheer Markets. 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.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 10, 2022

Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. In a sign of cooling, the number of open jobs in August fell 10%, while a subsequent report from Automated Data Processing (ADP) showed continued labor market strength. This Week: Key Economic Data. CNBC, October 3, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 15, 2022

Bureau of Labor Statistics released a better-than-expected Consumer Price Index (CPI) number, with buying momentum building throughout the trading session. This Week: Key Economic Data. Index of Leading Economic Indicators. Source: Econoday, August 12, 2022 The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 17, 2022

An above-consensus consumer inflation number sent stocks tumbling in early Thursday trading before inexplicably surging higher in a stunning reversal that saw the Dow Jones Industrial Average rally 1,500 points from its intraday low. This Week: Key Economic Data. Index of Leading Economic Indicators. . CNBC, October 13, 2022.

Marketing 52

Marketing Marketing Taxes Economics 52

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. healthline.com, February 26, 2022.

Marketing 52

Marketing Marketing Taxes Education 52

The Big Picture

MARCH 31, 2023

The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available. Real Estate Bust Exposes Big Divide At the heart of the country’s economic and social crisis is a broken housing market, which has amplified social divisions.

Banking 157

Banking Math Distribution Investment Advisor 157

Cornerstone Financial Advisory

OCTOBER 30, 2023

Economic data released on Thursday showed remarkable economic strength, with above-consensus forecast growth in third-quarter Gross Domestic Product (GDP) and September’s durable goods orders, with only a minor uptick in initial jobless claims. 5 This Week: Key Economic Data Wednesday: FOMC Announcement. Jobless Claims.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

AUGUST 7, 2023

6 This Week: Key Economic Data Thursday: Consumer Price Index (CPI). Consumer Sentiment Source: Econoday, August 4, 2023 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. .”

Marketing 98

Marketing Marketing Medicine Taxes 98

Bell Investment Advisors

JANUARY 20, 2023

Economic data, which proved robust for most of 2022, showed some signs of softening. Despite some negative economic data, the labor market continues to be strong. If we annualize the last three month-over-month inflation numbers, we find the pace of recent price increases has been +4.2%. market by about 4% for month.

Manufacturing 52

Manufacturing Economics Investment Advisor Numbers 52

Bell Investment Advisors

FEBRUARY 2, 2023

It also marked the sixth consecutive month this number has declined. Clients may recall a political debate surrounding a “technical recession” after two negative GDP reports during the first half of 2022. The strong economic finish to 2022, however, seems to have put that debate to rest. for the full 2022 calendar year.

Investment Advisor 52

Investment Advisor Economy Economics Numbers 52

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. Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. 6 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). FOMC Minutes.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 28, 2023

Stocks resumed their rally on weak economic data, which fueled hopes for future Fed dovishness. Powell Stands Firm Powell spoke on Friday at the Fed’s annual economic symposium in Jackson Hole, asserting that, despite considerable progress, inflation remained too high and additional rate hikes may be in the offing.

Marketing 52

Marketing Marketing Economics Taxes 52

Bell Investment Advisors

MARCH 15, 2023

I’m a portfolio manager here at Bell Investment Advisors. The first is 2022 investment performance. Then, I’m going to be discussing inflation and interest rates and how those affect the value of your investments. Slide 4: 2022: U.S. Slide 5: 2022 in Review: Bonds 08:47 Onto bonds. stock market.

Marketing 52

Marketing Marketing Investing Investments 52

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. IRS.gov, November 2, 2022 7. GDP Report The U.S.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MARCH 6, 2023

1,2,3 Stocks Resume Climb After rebounding to start the week, stocks weakened following higher inflation numbers out of Europe and higher-than-expected manufacturing activity. 4 Disconcerting Economic Data It was a relatively quiet week for economic news, but several new economic data reports gave insights into overall activity.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

FEBRUARY 13, 2023

The concern was that the surprise job number would change Powell’s outlook coming out of the last FOMC meeting. 4 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Friday: Index of Leading Economic Indicators. Source: Econoday, February 10, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Taxes Economics 59

Indigo Marketing Agency

JANUARY 17, 2022

To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022. Vikram Mansharamani Vikram Mansharamani is an author, academic, and advisor to Fortune 500 CEOs.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Cornerstone Financial Advisory

MARCH 13, 2023

Labor market strength in a Friday report exacerbated rate-hike anxieties, though cooling wage gains balanced an above-consensus new jobs number. This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Index of Leading Economic Indicators. IRS.gov, October 11, 2022 6. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

FEBRUARY 20, 2023

Mixed Results As Interest Rate Concerns Grow Presented by Cornerstone Financial Advisory, LLC Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week. Year-over year, producer prices rose 6.0%, a slight improvement from December’s number.

Marketing 59

Marketing Marketing Taxes Distribution 59

Cornerstone Financial Advisory

JANUARY 17, 2023

This Week: Key Economic Data. Source: Econoday, January 13, 2023 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. IRS.gov, November 15, 2022. Retail Sales.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

JULY 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Cornerstone Financial Advisory, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. IRS.gov, October 18, 2022. FOMC Minutes.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 17, 2023

A weak retail sales number on Friday shaved the gains to close out the week. 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. IRS.gov, August 8, 2022 7. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Medical Economics 59

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. IRS.gov, November 7, 2022 8.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JANUARY 9, 2023

New Year’s Rally In Reply To Positive Economic News. The first two trading sessions of a holiday-shortened week saw major averages swing wildly between gains and losses as investors balanced an improving outlook on inflation against concerns of faltering economic growth. This Week: Key Economic Data. Jobless Claims.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MAY 22, 2023

The prospect of an agreement helped to lift a cloud of uncertainty that had weighed on markets in recent weeks and sparked sufficient optimism to shake off comments by the Dallas Fed President, who indicated that economic data may not support a pause in rate hikes yet. a Registered Investment Advisor. An unexpected 2.2%

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 17, 2023

1,2,3 Inflation Sparks Stocks Back-to-back positive inflation reports emboldened investors, sending stocks to their highest levels since April 2022. 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.

Marketing 52

Marketing Marketing Economics Taxes 52

Carson Wealth

AUGUST 25, 2022

Focus on Your Retirement Plan Rather Than a Magic Number. A better question than “What’s my magic number?” Working with a qualified financial advisor to develop a holistic retirement plan can help prepare you for the road ahead. If you’re not currently working with a financial advisor, we can help. 12/10/2019.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. All these numbers are as of June 16. It was almost the same number when I checked this on the 16th. But what really initially sparked this was that Silicon Valley Bank essentially had a large number of deposits that were uninsured.

Marketing 52

Marketing Marketing Banking Numbers 52

ClearMoney

FEBRUARY 22, 2022

—Gwynn Guilford, Wall Street Journal , January 13, 2022. Harriett Torry and Anthony DeBarros, Wall Street Journal , January 18, 2022. Gunjan Banerji and Peter Santilli, Wall Street Journal , January 18, 2022. Gunjan Banerji and Will Horner, Wall Street Journal , January 26, 2022.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Cornerstone Financial Advisory

AUGUST 8, 2022

Ahead of Friday’s employment report, stocks were generally higher, highlighted by a Wednesday rally triggered by fresh earnings surprises and a better-than-expected economic report. This Week: Key Economic Data. Source: Econoday, August 5, 2022 The Econoday economic calendar lists upcoming U.S. CNBC, August 5, 2022.

Marketing 52

Marketing Marketing Economics Taxes 52

Ballast Advisors

JUNE 12, 2023

In today’s dynamic economic landscape, mortgage interest rates play a significant role in shaping individuals’ financial plans. Then we saw an initial interest rate spike and an immediate decline, where interest rates were in the mid-twos and high threes, which drove interest rates up until 2022.”

Financial Planning 52

Financial Planning Planning Investing Investments 52

ClearMoney

JANUARY 4, 2022

The distribution of vaccines and the easing of lockdowns were followed by an economic rebound, but the emergence of new variants would be a setback for the recovery. In addition to the effective vaccines, markets were buoyed by a number of other positive developments, including strong corporate earnings and increased consumer demand.

Marketing 52

Marketing Marketing Commission Government 52

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 52

Marketing Marketing Economy Financial Planner 52

James Hendries

AUGUST 30, 2022

Still, corporate America delivered the type of upside investors have grown accustomed to in much easier economic environments. The numbers. Some of the key numbers include: Estimates for S&P 500 earnings per share (EPS) growth coming into reporting season were around 4.1%. annualized according to the Atlanta Federal Reserve.

Marketing 52

Marketing Marketing Valuation Economics 52

Indigo Marketing Agency

DECEMBER 19, 2022

He also runs a successful blog, The Reformed Broker , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. In 2022, she was recognized for her efforts with the American College Women Working in Wealth Award. She was also named one of Investopedia’s Top 100 Financial Advisors in 2022.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

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 52

Marketing Marketing Valuation Economics 52

James Hendries

SEPTEMBER 7, 2022

The difficult 2022 for stocks may not get much easier because as we now wait for better news on the inflation front, we have to contend with a seasonally weak month of September. Still, we could see potential upside for stocks over the balance of 2022. What’s Next? – August 22, 2022. Technical analysis perspective.

Marketing 52

Marketing Marketing Valuation Insurance 52