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. Tuesday: Consumer Price Index (CPI).

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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. This stress followed economic steps out of the U.K. During the previous week, the Bank of England (BOE) raised interest rates, and its prime minister announced unfunded tax cuts that the markets interpreted as inflationary.

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Cornerstone Financial Advisory

FEBRUARY 27, 2023

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. 6 This Week: Key Economic Data Monday: Durable Goods Orders. IRS.gov, September 19, 2022 8.

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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 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. . This Week: Key Economic Data. Producer Prices Ease.

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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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Abnormal Returns

FEBRUARY 16, 2023

bloomberg.com) Bitcoin is at its highest level since June 2022. Everything else it built in-house has crashed and burned." (howardlindzon.com) Private assets Why private equity needs much better valuations. axios.com) Funds Tax efficiency is the secret sauce of ETFs. pragcap.com) Fidelity is hiring!

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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

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

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.

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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

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.

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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.

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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.

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Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives ajackson Mon, 11/28/2022 - 11:10 The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term.

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Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives. Mon, 11/28/2022 - 11:10. Unfortunately, 2022 has been a painful experience for many. Unfortunately, 2022 has been a painful experience for many. In brief, 2022 was an extremely challenging year.

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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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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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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. trillion more in checkable deposits on March 31, 2022 than at the end of 2019 before the pandemic. households held $3.2

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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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Darrow Wealth Management

MAY 29, 2024

President Obama’s term, starting in 2009, began when stock market valuations were near the bottom and as is well documented now, the stock market went on to its longest bull market in history. For example, the September 11th terrorist attacks and the 2008 Great Financial Crisis occurred under President G.W.

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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%

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Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

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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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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. Interest income may be subject to the alternative minimum tax.

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James Hendries

DECEMBER 12, 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.

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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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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. Any economic forecasts set forth may not develop as predicted and are subject to change. Interest income may be subject to the alternative minimum tax.

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