Cornerstone Financial Advisory

NOVEMBER 6, 2023

5 This Week: Key Economic Data Thursday: Jobless Claims. Source: Econoday, November 3, 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. CNBC, November 2, 2023.

Marketing 105

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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 108

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Cornerstone Financial Advisory

NOVEMBER 20, 2023

6 This Week: Key Economic Data Tuesday: Existing Home Sales. Source: Econoday, November 17, 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. (ADI)

Marketing 105

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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). Durable Goods Orders.

Marketing 103

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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 103

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Cornerstone Financial Advisory

DECEMBER 11, 2023

Weekly Market Insights: Stocks Spark Late Week Rally A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Econoday, December 8, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 98

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Cornerstone Financial Advisory

NOVEMBER 27, 2023

They further said that future rate decisions will be based on fresh economic data, offering no indication that a rate cut was forthcoming, as many analysts are increasingly anticipating for 2024. This Week: Key Economic Data Monday: New Home Sales. Source: Econoday, November 24, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 101

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Cornerstone Financial Advisory

OCTOBER 9, 2023

7 This Week: Key Economic Data Wednesday: Producer Price Index (PPI). Source: Econoday, October 6, 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. (BLK)

Marketing 102

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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. (OKE)

Marketing 98

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Cornerstone Financial Advisory

JULY 10, 2023

5 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Source: Econoday, July 7 , 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.

Marketing 104

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Cornerstone Financial Advisory

JUNE 19, 2023

Weekly Market Insights: Stocks Climb After Fed Pause Presented by Cornerstone Financial Advisory, LLC Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience. Index of Leading Economic Indicators.

Marketing 59

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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. CNBC, August 10, 2023 5.

Marketing 52

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Abnormal Returns

DECEMBER 28, 2022

(morningstar.com) 35 ideas from 2022 including 'Long term investing is hard.' cnn.com) Big Tech is set to cut costs (and jobs) in 2023. tomtunguz.com) Instacart continues to slash its valuation. calculatedriskblog.com) Indicators show the economic cycle is maturing, but not yet in recession.

Financial Advising 186

Financial Advising Valuation Media Economy 186

Validea

OCTOBER 19, 2022

While Mr. Market may sometimes need to take a chill-pill, the behavior offers us a chance to reflect on what has happened so we can learn and hopefully improve our investing outcomes in the future. The one thing I can guarantee is the lessons from 2023 will be different from the ones this year! Market is subject to wild mood swings.”.

Investing 128

Investing Investments Valuation Portfolio 128

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.

Marketing 52

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Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105

Investing Investments Portfolio Assets 105

Cornerstone Financial Advisory

AUGUST 28, 2023

Stocks resumed their rally on weak economic data, which fueled hopes for future Fed dovishness. Powell Stands Firm Powell spoke on Friday at the Fed’s annual economic symposium in Jackson Hole, asserting that, despite considerable progress, inflation remained too high and additional rate hikes may be in the offing. Jobless Claims.

Marketing 52

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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. Institute for Supply Management (ISM) Manufacturing Index.

Marketing 59

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Brown Advisory

AUGUST 14, 2023

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. Source: Bloomberg.

Investing 52

Investing Investments Portfolio Accounting 52

Cornerstone Financial Advisory

MAY 1, 2023

Stocks Rally As Attention Shifts To Fed’s May Meeting Presented by Cornerstone Financial Advisory, LLC Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week. The Nasdaq Composite index rose 1.28% for the week.

Marketing 59

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Cornerstone Financial Advisory

APRIL 17, 2023

5 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. Source: Econoday, April 14, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, April 14, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, April 14, 2023 2.

Marketing 59

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Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.

Investing 52

Investing Investments Valuation Clients 52

Cornerstone Financial Advisory

JULY 31, 2023

1,2,3 Stocks Pop Stocks were flat for much of last week amid a batch of new earnings, a 0.25% interest rate hike, and strong economic data. 5 Recession Deferred Expectations of a recession were high coming into 2023. This Week: Key Economic Data Tuesday: Institute for Supply Management (ISM) Manufacturing Index.

Marketing 52

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Cornerstone Financial Advisory

JANUARY 30, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. There was enough new economic data to support both the “recession is coming” and the “soft landing” camps. GDP Report The U.S. economy expanded at a 2.9%

Marketing 59

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Cornerstone Financial Advisory

APRIL 3, 2023

Inflation Grinds Lower I n an otherwise news-light week, Friday saw the release of February’s personal income and outlays report, which provides insight into inflation and consumer expenditures, the dominant contributor to economic growth. 4 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index.

Marketing 59

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Cornerstone Financial Advisory

MAY 22, 2023

The prospect of an agreement helped to lift a cloud of uncertainty that had weighed on markets in recent weeks and sparked sufficient optimism to shake off comments by the Dallas Fed President, who indicated that economic data may not support a pause in rate hikes yet. When sold, investments may be worth more or less than their original cost.

Marketing 59

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Cornerstone Financial Advisory

JUNE 12, 2023

Stocks rose again the following day, holding onto their gains, with the S&P 500 hitting a new closing high for 2023. 6 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Econoday, June 9, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, June 9, 2023.

Marketing 59

Marketing Marketing Insurance Taxes 59

Cornerstone Financial Advisory

MARCH 27, 2023

The Committee had considered leaving rates unchanged given banking stressors but unanimously voted to raise rates by 0.25%, citing elevated inflation, resilient economic activity, and a strong labor market. 5 This Week: Key Economic Data Tuesday: Consumer Confidence. The Wall Street Journal, March 24, 2023 2. IRS.gov, 2023 7.

Marketing 59

Marketing Marketing Taxes Banking 59

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. The Wall Street Journal, April 6, 2023 2.

Marketing 59

Marketing Marketing Taxes Economics 59

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.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 23, 2023

Mixed Results Following Weak Economic Data Presented by Cornerstone Financial Advisory, LLC Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. economic growth is consumer spending. Thurday: Gross Domestic Product (GDP).

Marketing 59

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Discipline Funds

AUGUST 4, 2023

This has been one of the more fascinating years in economic and market history. Equal weight S&P 500 is up 8% in 2023. Monthly payroll growth has averaged 422K for two years and 258K in 2023. After all, time is the core problem that financial planners and investment managers try to solve. The Dow is up 7%.

Financial Planner 84

Financial Planner Banking Taxes Economics 84

Cornerstone Financial Advisory

MAY 8, 2023

The Fed indicated it may pause further rate hikes, suggesting that future decisions will be based on economic data and prevailing financial conditions. 4, 5 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Source: Econoday, May 5, 2023 The Econoday economic calendar lists upcoming U.S. IRS.gov, 2023 7.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 30, 2023

This Week: Key Economic Data Tuesday: Consumer Confidence. Source: Econoday, May 26, 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. IRS.gov, April 24, 2023 5.

Marketing 59

Marketing Marketing Taxes Economics 59

Validea

JULY 18, 2023

While growth stocks have led the market over the last decade and a half, there’s never been one particular investing style that is a permanent, surefire approach—which is why many analysts and investors believe that value investing is due for a comeback, contends an article in Fidelity. a reversal from growth to value, Friedman adds.

Investing 52

Investing Investments Valuation Insurance 52

Abnormal Returns

JANUARY 18, 2023

Markets How do muni bonds stack up going into 2023? institutionalinvestor.com) Startup valuations trended down in the second half of 2022. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). tker.co) Commodities Why orange juice prices are soaring.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Cornerstone Financial Advisory

JULY 24, 2023

6 This Week: Key Economic Data Monday: Purchasing Managers’ Index (PMI) Composite Flash. Source: Econoday, July 21 , 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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Marketing Marketing Taxes Economics 52