Cornerstone Financial Advisory

AUGUST 29, 2022

Stocks rallied on Thursday, sparked by a revised Gross Domestic Product estimate showing the economy’s shrinking less than initially estimated. Source: Econoday, August 26, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 26, 2022 Companies mentioned are for informational purposes only.

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Cornerstone Financial Advisory

JULY 11, 2022

Recession fears were supported by an inversion in the yield curve and updated second-quarter Gross Domestic Product projections indicating the economy is ready to contract. Source: Econoday, July 8, 2022 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, July 8, 2022. CNBC, July 8, 2022.

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Cornerstone Financial Advisory

OCTOBER 24, 2022

Investors were approaching the new earnings season with a fair amount of trepidation amid an environment of higher interest rates and a slowing economy. Source: Econoday, October 21, 2022. Source: Zacks, October 21, 2022. The due dates as of 2022 are April 30 for Q1, July 31 for Q2, October 31 for Q3, and January 31 for Q4.

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James Hendries

NOVEMBER 3, 2022

Still, as we survey what are better equity valuations, long-awaited income opportunities in the bond market, and a likely less-antagonistic Fed in 2023, there may be emerging reasons to believe that the next year may be more constructive than the last. All index data from FactSet.

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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.

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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. People involved in the gig economy earn income as freelancers, independent workers, or employees. An unexpected 2.2%

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Cornerstone Financial Advisory

MARCH 13, 2023

4 Powell’s Congressional Testimony Fed Chair Powell last week testified on Capitol Hill during which he acknowledged that the economy was running hotter than he had expected. IRS.gov, October 11, 2022 6. The return and principal value of investments will fluctuate as market conditions change. a Registered Investment Advisor.

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Cornerstone Financial Advisory

FEBRUARY 27, 2023

However, members diverged on the economy, with some members finding the risk of recession elevated. IRS.gov, September 19, 2022 8. Center for Disease Control, November 20, 2022 Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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Cornerstone Financial Advisory

JANUARY 17, 2023

Sustained declines in inflation, a rate hike cycle nearing an end, and a resilient economy that may avoid recession resulted in a broad-based rally. IRS.gov, November 15, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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The Big Picture

FEBRUARY 6, 2024

And speaking of the.com implosion, like Microsoft via a case study where we, in previous strategies, we held Microsoft for a very long time, that’s where the valuation could help us in the.com bus. But then it didn’t in the, when the tech bubble burst, it didn’t last year in 2022. Quality strategies in 2022.

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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. CNBC, June 28, 2023.

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Cornerstone Financial Advisory

JANUARY 30, 2023

economy expanded at a 2.9% IRS.gov, November 2, 2022 7. Medical News Today, February 18, 2021 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.

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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. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

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Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. Next, I think our listeners would probably like to hear your perspectives or your insights about the current economy in the U.S. economy today? Economy Today 08:31 Ryan Kelley: Actually, it looks pretty strong. 0:17 Ryan Kelley: Thanks.

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James Hendries

JANUARY 13, 2023

Here are some of our lessons learned from 2022. One of the lessons learned in 2022 was to never underestimate our central bank’s resolve to squelch inflation. At the start of 2022, markets expected the upper bound of the fed funds rate to stay below 1%. economy to avoid recession, and support above-average valuations.

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James Hendries

AUGUST 3, 2022

Perhaps the market’s biggest fear has been that the Fed may overdo its tightening to fight inflation and send the economy into a painful recession, break something, or both. He acknowledged that the economy is slowing (which is what the Fed wants) and that the full effect of the rate hikes had not yet been felt. Of course, the U.S.

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James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

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Cornerstone Financial Advisory

JULY 25, 2022

As the week progressed, stocks gained momentum as earnings results poured in from different sectors of the economy, showing that businesses were navigating higher inflation and slowing growth better than investors feared. Source: Econoday, July 22, 2022. Source: Zacks, July 22, 2022. The Wall Street Journal, July 22, 2022.

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Cornerstone Financial Advisory

AUGUST 8, 2022

economy added 528,000 jobs in July, doubling the consensus expectation of 258,000. Leisure and hospitality, professional and business services, and healthcare lead the way in reported job gains, as seen in most sectors of the economy. Source: Econoday, August 5, 2022 The Econoday economic calendar lists upcoming U.S.

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James Hendries

NOVEMBER 15, 2022

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years. Value vs. Growth – Value Takes 2022. Increasing the discount rate, which lowers the present value of future cash flows, and company valuations. IMPORTANT DISCLOSURES.

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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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James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S.

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James Hendries

OCTOBER 18, 2022

economy in mid-March, 62% of S&P 500 companies beat estimates, and aggregate earnings were within one percentage point of expectations. economy, as measured by gross domestic product, so the ISM index tends to have some predictive power when it comes to earnings. The S&P 500 is more manufacturing-heavy than the U.S. Conclusion.

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James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. The Economy Slows But Inflation Follows Too Slowly. economy grew at a 2.6%

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James Hendries

OCTOBER 11, 2022

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. Powell has repeated, in what has become his mantra, that without price stability we cannot have a strong economy or a strong labor market. IMPORTANT DISCLOSURES.

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James Hendries

AUGUST 30, 2022

The numerous challenges last quarter included a slowing economy, intensifying inflation pressures, ongoing global supply chain disruptions, and a surging U.S. Estimated profit margins for the second half of 2022 did indeed come down as companies reported, but not dramatically so. annualized according to the Atlanta Federal Reserve.

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James Hendries

OCTOBER 25, 2022

economy enters a recession, the causes and potential outcome will be hotly debated. Diffusion describes an economy that has experienced a contraction in a wide range of sectors, such as trade, business activity, and consumer spending. Pockets of Vulnerability Magnified by Monetary Policy – October 10, 2022. If the U.S.

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James Hendries

SEPTEMBER 13, 2022

The key to getting the market back into balance is a bigger labor force, and the economy is starting to experience a larger labor force as individuals come off the sidelines and rejoin the job market. The global economy is complex, and a simplification of reality always introduces distortions, so perhaps we should zoom out a bit.

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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. The economy is now employing more workers in temporary help services than ever before, and this could be a cause for concern. What’s Next? – August 22, 2022.

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James Hendries

SEPTEMBER 20, 2022

However, as Fed rate hikes flow into the real economy, the risk of a recession increases, which should help bring down yields. Over the past six months, the Fed has been aggressively raising short-term interest rates in an effort to arrest these continued consumer price increases and deliberately slow the economy.

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James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. in September, temporarily breaking below the June 2022 closing low. It is also a major component used to calculate the price-toearnings valuation ratio. currency crisis also contributed to a tough month for stocks.

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James Hendries

AUGUST 15, 2022

The news on the economy and corporate profits hasn’t been great lately, but thanks to low expectations, it’s been good enough to push stocks nicely higher. The index rallied 11% in March 2022 before turning lower again. economy into recession, causing unemployment to rise and slashing corporate profits. Encouraging Signs.

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James Hendries

DECEMBER 4, 2022

Retail sales data from the Census Bureau (we focus on the Retail Sales excluding Food Service, Autos, Building Materials, and Gas Stations statistics) has shown year-over-year growth, slow from the average mid-teens numbers seen in 2021, to a still healthy upper-single digits number in 2022 [Figure 2]. over the last 20 years, pre-2020.

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James Hendries

NOVEMBER 22, 2022

Marc Zabicki , CFA , Chief Investment Officer, LPL Financial . You may also be interested in: Inflation and Rising Rates Supports Value – November 14, 2022. How Midterm Elections May Move Markets – November 7, 2022. Federal Reserve Preview: TRICK or Treat? – October 31, 2022. IMPORTANT DISCLOSURES.

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James Hendries

SEPTEMBER 27, 2022

The intermediate core bond and core plus bond categories represent the two most popular categories by assets under management (AUM) and represent 45% of all asset across the taxable bond open-ended mutual fund space (as of August 2022). In simplest terms, “plus” indicates a more flexible investment mandate across fixed income markets.

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James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Given the lag between Federal Reserve (Fed) policy and the real economy, we have not likely seen the bottom in the housing market. Regional differences are profound. Conclusion.

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James Hendries

MARCH 13, 2023

For the “no landing” crowd thinking strong consumer spending and low unemployment would keep this economy growing until the inflation fight is won, they now have to consider signs of stress in the banking system after the failure of SVB Financial (commonly known as Silicon Valley Bank). But valuations strongly favor value over growth.

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