Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. This Week: Key Economic Data. The IRS has a question about their tax return.

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Cornerstone Financial Advisory

NOVEMBER 28, 2022

Investor sentiment was also lifted by unexpectedly strong retailer earnings, upside surprises in new economic data, and a better-than-expected consumer sentiment reading. Investors looked past the continuing Covid-related challenges that have stymied China’s economic recovery and its attendant implications for global growth. .

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Cornerstone Financial Advisory

NOVEMBER 7, 2022

This Week: Key Economic Data. Source: Econoday, November 4, 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. The 2022 annual contribution limit is $16,000.

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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. Qualified distributions to a Roth IRA are tax-free.

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Cornerstone Financial Advisory

SEPTEMBER 26, 2022

would not tame inflation without economic pain. This Week: Key Economic Data. Source: Econoday, September 23, 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.

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Cornerstone Financial Advisory

SEPTEMBER 6, 2022

This Week: Key Economic Data. Source: Econoday, September 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. The Wall Street Journal, September 2, 2022.

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Cornerstone Financial Advisory

OCTOBER 10, 2022

prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. This Week: Key Economic Data. Source: Econoday, October 7, 2022. CNBC, October 3, 2022.

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Cornerstone Financial Advisory

NOVEMBER 14, 2022

This Week: Key Economic Data. Index of Leading Economic Indicators. Source: Econoday, November 11, 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.

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Cornerstone Financial Advisory

AUGUST 15, 2022

This Week: Key Economic Data. Index of Leading Economic Indicators. Source: Econoday, August 12, 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

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Cornerstone Financial Advisory

SEPTEMBER 19, 2022

This Week: Key Economic Data. Thursday: Index of Leading Economic Indicators. Source: Econoday, September 16, 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

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Cornerstone Financial Advisory

AUGUST 29, 2022

After starting the week sharply lower on renewed rising interest rates and economic slowdown fears, markets staged a modest turnaround beginning mid-week. This Week: Key Economic Data. Source: Econoday, August 26, 2022 The Econoday economic calendar lists upcoming U.S. How to Check the Status of Your Federal Tax Refund.

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Cornerstone Financial Advisory

SEPTEMBER 12, 2022

This Week: Key Economic Data. Source: Econoday, September 9, 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. The Wall Street Journal, September 9, 2022.

Marketing 59

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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. This Week: Key Economic Data. Source: Econoday, July 22, 2022. The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 22, 2022. Cracks in the Foundation . Tuesday: New Home Sales.

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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. This Week: Key Economic Data. 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.

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Cornerstone Financial Advisory

OCTOBER 17, 2022

This Week: Key Economic Data. Index of Leading Economic Indicators. . Source: Econoday, October 14, 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. (T),

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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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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.

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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. Powell Testifies. Caryl Churchill.

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Cornerstone Financial Advisory

JULY 18, 2022

dollar continued to climb, reflecting global economic weakness. This Week: Key Economic Data. Index of Leading Economic Indicators. . Source: Econoday, July 15, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 15, 2022 Companies mentioned are for informational purposes only.

Marketing 52

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Cornerstone Financial Advisory

OCTOBER 24, 2022

was scrapping its tax cut plans. . This Week: Key Economic Data. Source: Econoday, October 21, 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. (MRK),

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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.

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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. .”

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James Hendries

OCTOBER 7, 2022

in September, temporarily breaking below the June 2022 closing low. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. The S&P 500 Index tumbled 9.3%

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

JULY 13, 2022

Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

NOVEMBER 15, 2022

There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Any economic forecasts set forth may not develop as predicted and are subject to change.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

SEPTEMBER 8, 2022

There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person. Any economic forecasts set forth may not develop as predicted and are subject to change.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

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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Marketing Marketing Taxes Economics 59

James Hendries

AUGUST 30, 2022

Still, corporate America delivered the type of upside investors have grown accustomed to in much easier economic environments. Estimated profit margins for the second half of 2022 did indeed come down as companies reported, but not dramatically so. Figure 2 shows how resilient 2022 earnings estimates have been. The numbers.

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Marketing Marketing Valuation Economics 52

James Hendries

AUGUST 15, 2022

with a Schumer-Manchin agreement on a climate-healthcare-tax bill and some inflation data that added to the evidence that inflation has peaked. 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.

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Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Weekly Market Insights: Stocks Stand Still, Awaiting Fed Presented by Cornerstone Financial Advisory, LLC Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. increase and the biggest monthly gain since June 2022. 5 This Week: Key Economic Data Tuesday: Housing Starts.

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Cornerstone Financial Advisory

MARCH 6, 2023

4 Disconcerting Economic Data It was a relatively quiet week for economic news, but several new economic data reports gave insights into overall activity. This Week: Key Economic Data Monday: Factory Orders. Source: Econoday, March 3, 2023 The Econoday economic calendar lists upcoming U.S.

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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. 6 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Source: Econoday, April 7, 2023 The Econoday economic calendar lists upcoming U.S. IRS.gov, September 20, 2022 8. FOMC Minutes.

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Cornerstone Financial Advisory

FEBRUARY 13, 2023

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. The IRS offers the Volunteer Income Tax Assistance program (VITA) and the Tax Counseling for the Elderly program (TCE).

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James Hendries

OCTOBER 11, 2022

The British pound had been weakening for some time amid a backdrop of dollar strength and a poor economic outlook as the U.K. If an economy needs to see inflation easing, it makes little sense to stimulate the economy through tax cuts while tightening monetary policy by raising interest rates. has been wracked by rising energy costs.

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Cornerstone Financial Advisory

AUGUST 21, 2023

Weekly Market Insights: Stocks Weather Summer Storm Of News And Indicators Presented by Cornerstone Financial Advisory, LLC Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. 5 This Week: Key Economic Data Tuesday: Existing Home Sales. New Home Sales.

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Cornerstone Financial Advisory

AUGUST 14, 2023

Weekly Market Insights: Summertime Blues For The Markets Presented by Cornerstone Financial Advisory, LLC Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. 5 This Week: Key Economic Data Tuesday: Retail Sales. Industrial Production.

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