Remove 2023 Remove Communication Remove Valuation
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Adviser links: the authenticity of human connection

Abnormal Returns

podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. investmentnews.com) The 2023 Charles Schwab RIA Benchmarking Study are out. marknewfield.substack.com) Why open communication is vital when it comes to inheritance dynamics. finance.yahoo.com) Family offices are vacuuming up talent.

Valuation 243
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Heavy Weights: The Real Story Behind Current Market Concentration

Financial Symmetry

companies from the IT, consumer discretionary, and communication sectors: Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla. This means that the expansion of valuation multiples, like price-to-earnings (P/E), has played a big role.2 Pay attention to valuations. Magnificent 7 : Refers to seven, large U.S.

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Weekly Market Insights – October 23, 2023

Cornerstone Financial Advisory

Source: Econoday, October 20, 2023 The Econoday economic calendar lists upcoming U.S. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), The Wall Street Journal, October 20, 2023 2. The Wall Street Journal, October 20, 2023 3.

Marketing 105
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Weekly Market Insights – October 2, 2023

Cornerstone Financial Advisory

Source: Econoday, September 29, 2023 The Econoday economic calendar lists upcoming U.S. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. In 2023, the standard mileage rate is 65.5 The Wall Street Journal, September 29, 2023 2. CNBC, September 26, 2023 5.

Marketing 111
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Weekly Market Insights – September 25, 2023

Cornerstone Financial Advisory

Source: Econoday, September 22, 2023 The Econoday economic calendar lists upcoming U.S. NKE) Source: Zacks, September 22, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, September 22, 2023 2. The Wall Street Journal, September 22, 2023 3. CNBC, September 21, 2023 5.

Marketing 111
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Weekly Market Insights – October 9, 2023

Cornerstone Financial Advisory

Source: Econoday, October 6, 2023 The Econoday economic calendar lists upcoming U.S. BLK) Source: Zacks, October 6, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, October 6, 2023 2. The Wall Street Journal, October 6, 2023 3. The Wall Street Journal, October 6, 2023 4.

Marketing 105
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Weekly Market Insights – December 18, 2023

Cornerstone Financial Advisory

Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S. NKE) Source: Zacks, December 15, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, December 15, 2023 2. The Wall Street Journal, December 15, 2023 3. The Wall Street Journal, December 15, 2023 4.

Marketing 105