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. However, members diverged on the economy, with some members finding the risk of recession elevated.

Economics 59

Economics Taxes Investment Advisor Investing 59

Abnormal Returns

JANUARY 9, 2024

visualcapitalist.com) Some more charts from 2023 including the drop in IPO activity. axios.com) ETFs The pace of ETF closures picked up in 2023. etf.com) Dating Match Group ($MTCH) has attracted an activist investor in Elliott Investment Management. ft.com) Economy How much is negative news sentiment driving bad economic vibes?

Financial Advising 224

Financial Advising Media Economy Economics 224

The Big Picture

APRIL 25, 2024

A quick note on the state of the economy in light of some recent data. Business investment grew at a 2.9% Residential investment grew at a 13.9% economic strength.” The economy remains robust, inflation is more of a housing issue with some services concerns thrown in.

Economy 210

Economy Economics Banking Investing 210

Abnormal Returns

DECEMBER 8, 2023

awealthofcommonsense.com) No investor, or investment strategy, is perfect. talkingbiznews.com) Ten books that made us think in 2023 including "Ours Was the Shining Future" by David Leonhardt. stripe.press) Economy The November NFP report showed an increase of 199k jobs and a 3.7% unemployment rate.

Financial Advising 245

Financial Advising Media Economy Economics 245

The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. 2 Regardless, something is amiss.

Media 350

Media Economy Economics Wealth Management 350

Abnormal Returns

NOVEMBER 5, 2023

theirrelevantinvestor.com) Why you should avoid big investment shifts. wsj.com) Five insights from "Economics in America: An Immigrant Economist Explores the Land of Inequality" by Angust Deaton. currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. ritholtz.com) Rate hikes are working.

Assets 210

Assets Financial Advising Healthcare Economy 210

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. What a strange year we had in 2023. Market participants, strategists, policymakers, and the economy rarely saw eye to eye. Aggregate Bond Index.

Investing 96

Investing Investments Marketing Marketing 96

Abnormal Returns

JULY 9, 2023

Markets 10 surprises from 2023, so far, including higher interest rates for longer. bilello.blog) In 2023, tech stocks have snubbed the Fed. wsj.com) There is no Social Security trust fund to invest. vox.com) Economy Will interest rates eventually slow the U.S. tker.co) Nonresidential investment keeps growing.

Financial Advising 208

Financial Advising Taxes Economy Media 208

Brown Advisory

SEPTEMBER 13, 2023

The Equity Beat: Can the Swift Economy Remain on Stage? bgregorio Wed, 09/13/2023 - 04:16 In August, superstar singer and entertainer Taylor Swift completed the first leg of her Eras tour in Los Angeles, performing 52 dates through 20 U.S. economic impact of the Eras tour at close to $5 billion. economy afloat this summer!

Economy 98

Economy Clients Economics Investing 98

Nationwide Financial

APRIL 24, 2023

The latest batch of economic data continue to signal that a recession is on the horizon — we still foresee a downturn unfolding in the second half of the year. The Conference Board’s Leading Economic Index (LEI) posted its 12th straight monthly decline, falling to its lowest level since November 2020. percent throughout 2023.

Economics 52

Economics Economy Sales Food 52

Trade Brains

MAY 17, 2024

Fundamental Analysis Of Cholamandalam Investment & Finance Company: The Murugappa Group is one of India’s leading business conglomerates. The commercial vehicle industry is expected to deliver double-digit growth in FY 24 driven by freight demand, replacement demand, structural economic recovery, and higher spending by the Government.

Investing 59

Investing Investments Planning Assets 59

Abnormal Returns

OCTOBER 31, 2023

(wsj.com) Six lessons from William Bernstein's "The Four Pillars of Investing." markets.businessinsider.com) Investors who bought the Grayscale Bitcoin Investment Trust ($GBTC) at a big discount are looking good. hypercritical.co) Economy Case-Shiller showed a 2.6% rise in house prices through August 2023.

Assets 206

Assets Financial Advising Media Economy 206

Abnormal Returns

JANUARY 31, 2024

(theverge.com) Ozempic accounted for 41% of Novo Nordisk’s ($NVO) total sales in 2023. spyglass.org) Sports The PGA Tour just scored a big, non-Saudi, investment. blog.johnwallstreet.com) Economy The labor market continues to soften. blog.johnwallstreet.com) Economy The labor market continues to soften.

Financial Advising 215

Financial Advising Media Economy Economics 215

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. Data as of July 30, 2023 Source: FactSet.

Economy 98

Economy Manufacturing Clients Economics 98

The Big Picture

JULY 25, 2022

What I have instead are questions about what the rest of 2022 looks like, and how deep into 2023 any damage persists. How much will the economy slow in Q3 and Q4? Will the economic slowdown continue into 2023? How much will the economy slow in Q3 and Q4? Will the economic slowdown continue into 2023?

Economy 344

Economy Economics Engineering Food 344

Cornerstone Financial Advisory

OCTOBER 23, 2023

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. 6,7 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI). Jobless Claims.

Marketing 90

Marketing Marketing Taxes Economics 90

Nationwide Financial

FEBRUARY 10, 2023

The post Cycle Watch | February 2023: Economic activity weakens appeared first on Nationwide Financial. With the unemployment rate at its lowest level in over fifty years, the hope that the Fed would begin to wind down its policy tightening sooner rather than later just got more complicated.

Economics 59

Economics Marketing Marketing Economy 59

Cornerstone Financial Advisory

OCTOBER 2, 2023

Mixed Economic Signals Amid recent signs of a labor market cooling (a hopeful sign for ending rate hikes), last Thursday’s initial jobless claims report showed only a slight increase of 204,000. 6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. In 2023, the standard mileage rate is 65.5

Marketing 94

Marketing Marketing Taxes Economics 94

Abnormal Returns

DECEMBER 22, 2023

theverge.com) Economy Joe Weisenthal and Tracy Alloway talk with Anna Wong, chief US economist for Bloomberg Economics about what everyone got wrong in 2023. ritholtz.com) Eric Golden talks with Brandon Zick, CIO of Ceres Partners, about farmland investing. bloomberg.com) Podcasting has a metrics problem.

Food 223

Food Economy Economics Investing 223

Abnormal Returns

NOVEMBER 1, 2023

October 2023 The returns to major asset classes in October 2023. capitalspectator.com) The S&P 500 was returned -2.10% in October 2023, which outperformed. axios.com) Hedge funds How did/does Bridgewater Associates make investment decisions? advisorperspectives.com) Americans aren't used to economic volatility.

Financial Advising 162

Financial Advising Retail Manufacturing Media 162

Nationwide Financial

FEBRUARY 20, 2023

Business spending increased, but only modestly and residential investment was extremely weak in Q4. While we ended 2022 on a soft note, 2023 is beginning with much more core strength. Even with a dour long term economic outlook, consumers should continue to spend as long as the labor market remains tight. percent overall and 5.6

Economics 52

Economics Economy Retail Sales 52

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. A downward revision of Q2 economic growth and fresh signs of a cooling labor market reversed the recent rise in bond yield.

Marketing 88

Marketing Marketing Economics Taxes 88

Nationwide Financial

MARCH 14, 2023

The economy added a substantial 311,000 jobs last month, more than expected. The latest jobs report comes at a critical time for the economy. The post Cycle Watch | March 2023 Economy too hot for the Fed appeared first on Nationwide Financial.

Economy 52

Economy Banking Marketing Marketing 52

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024. Some are perhaps unorthodox, but they tell us a lot about 2023 while setting the scene for 2024.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Abnormal Returns

DECEMBER 24, 2023

(mathinvestor.org) Everything forecasters got wrong in 2023. nytimes.com) Strategy The stock market was up big in 2023, but it wasn't easy. awealthofcommonsense.com) You can only benefit from a stock market recovery if you are invested. daily.jstor.org) The books authors read in 2023 including "Horse" by Geraldine Brooks.

Financial Advising 202

Financial Advising Media Taxes Economy 202

Integrity Financial Planning

JANUARY 9, 2023

The 2022 economic climate has been bumpy for most and, in some cases, even bumpier for retirees. Americans and the world at large dealt with the economic ramifications of the Russia-Ukraine war, post-pandemic industrial effects, and rising inflation and interest rates. Inflation Pinched Pockets. 1] [link]. [2] 2] [link]. [3]

Accounting 97

Accounting Retirement Economics Financial Planning 97

The Big Picture

JULY 26, 2023

Laurence Ball, Professor of Economics at Johns Hopkins and Research Associate at the National Bureau Of Economic Research, made the case in 2013 that 4% was a more rational target. The economy was sluggish, job creation as weak, consumer spending was soft. 4 Consider : We had 2% inflation expectations the entire post-GFC era.

Economy 246

Economy Economics Numbers Banking 246

Abnormal Returns

JANUARY 21, 2024

thinkadvisor.com) Fixed income Investment grade issuance is at a record pace in January. nytimes.com) Rogé Karma, "Even as the pandemic has released its grip on our economy and civil society, it has yet to fully work its way through our politics." theatlantic.com) Economy Americans are pretty happy with their own finances.

Financial Advising 177

Financial Advising Economy Manufacturing Media 177

Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% during the second quarter of 2023. The most economically sensitive industries saw the strongest stock price gains. The post The Economy Continues to Look Good appeared first on Bell Investment Advisors.

Economy 52

Economy Valuation Investment Advisor Economics 52

Risk Management Guru

NOVEMBER 20, 2023

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. Firms are investing in new technologies and processes to help them identify and mitigate operational risks.

Risk Management 105

Risk Management Financial Services Management Compliance 105

Abnormal Returns

DECEMBER 29, 2022

awealthofcommonsense.com) Here is Eddy's 2023 Buy List. wsj.com) Why American Equity Investment Life ($AEL) is so sought after. wsj.com) Economy Continuing unemployment claims continue to trend higher. Markets The energy sector dominated in 2022, and it wasn't even close.

Financial Advising 220

Financial Advising Startup Food Media 220

Abnormal Returns

MAY 7, 2023

awealthofcommonsense.com) Good luck trying to identify skilled investment managers with any certainty. nytimes.com) Policy How higher minimum wages make for a better economy. economy actually does fall into recession later this year." wapo.st) The economic schedule for the coming week. annual meeting.

Financial Advising 184

Financial Advising Economy Banking Media 184

Abnormal Returns

JULY 18, 2023

arstechnica.com) SpaceX is expected to double revenue in 2023. cnbc.com) Fund management How AI will affect parts of the investment industry including financial advisors. wsj.com) China is not panicked, yet, about economic growth. economist.com) Economy Industrial production fell in June 2023.

Financial Advising 229

Financial Advising Media Financial Advisor Communication 229

Carson Wealth

JANUARY 25, 2023

At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. and global economies. We expect stocks to produce a total return of between 12% to 15% in 2023. You can download the whitepaper here.

Investing 98

Investing Investments Economy Manufacturing 98

Abnormal Returns

SEPTEMBER 26, 2023

integratinginvestor.com) Will music royalties turn out to be a worthy investment? wsj.com) Finance Private debt funds are on pace to raise more than $200 billion in new capital in 2023. bonddad.blogspot.com) Economy Economic anxiety isn't going anywhere. Alternatives Private market access funds are all the rage.

Asset Allocation 253

Asset Allocation Financial Advising Assets Media 253

Discipline Funds

NOVEMBER 8, 2023

To learn more about our investment management service please contact us here. Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower.

Asset Allocation 76

Asset Allocation Economy Financial Market Assets 76

Calculated Risk

JANUARY 8, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. How much will wages increase in 2023? YoY range in 2023 according to the CES. This depends on the Fed (next question) and if the economy slides into a recession. How about housing starts and new home sales in 2023?

Economics 89

Economics Sales Retirement Economy 89