Cornerstone Financial Advisory

OCTOBER 16, 2023

PPI, CPI Updates The disinflationary trend appears to be stalling if the inflation numbers are any indication. Source: Econoday, October 13, 2023 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Source: Econoday, November 24, 2023 The Econoday economic calendar lists upcoming U.S. DELL) Source: Zacks, November 24, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Jobless Claims.

Marketing 101

Marketing Marketing Taxes Economics 101

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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Marketing Marketing Taxes Economics 110

Cornerstone Financial Advisory

JUNE 5, 2023

4,5 In line with these strong numbers, the Department of Labor reported 339,000 new jobs were added in May. Source: Econoday, June 2, 2023 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 103

Marketing Marketing Taxes Electronics 103

Good Financial Cents

FEBRUARY 15, 2023

Table of Contents Types of Investment Companies How to Choose an Investment Company 10 Best Investment Companies 1. Ally Invest 6. Investment management companies – firms that provide individual portfolio management and may work with other investment companies. Fidelity 3. Vanguard 4. Personal Capital 5.

Investing 93

Investing Investments Commission Risk Tolerance 93

Ballast Advisors

AUGUST 16, 2023

Here are the updated key tax numbers relating to HSAs for 2023 and 2024. Disclosures: The opinions expressed herein are those of Ballast Advisors, LLC and are subject to change without notice. does not provide investment, tax, legal, or retirement advice or recommendations. What’s changed for 2024?

Accounting 52

Accounting Numbers Medical Taxes 52

Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Investors also cheered a stronger-than-forecast retail sales report and a modest increase in core producer prices, overlooking a higher-than-expected headline number. Source: Econoday, September 15, 2023 The Econoday economic calendar lists upcoming U.S. When sold, investments may be worth more or less than their original cost.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 28, 2023

Source: Econoday, August 25, 2023 The Econoday economic calendar lists upcoming U.S. VMW) Source: Zacks, August 25, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Jobless Claims.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. Source: Econoday, April 7, 2023 The Econoday economic calendar lists upcoming U.S. PNC) Source: Zacks, April 7, 2023 Companies mentioned are for informational purposes only. FOMC Minutes. Thursday: Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 2, 2024

Weekly Market Insights: S&P Ends 2023 Up 24% Stocks posted a slight gain last week amid a shortage of news and light holiday trading. 1,2,3 Source: YCharts.com, December 30, 2023. 1,2,3 Source: YCharts.com, December 30, 2023. Source: Econoday, December 29, 2023 The Econoday economic calendar lists upcoming U.S.

Taxes 99

Taxes Investment Advisor Numbers Investing 99

Cornerstone Financial Advisory

MAY 30, 2023

Source: Econoday, May 26, 2023 The Econoday economic calendar lists upcoming U.S. DELL) Source: Zacks, May 26, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. IRS.gov, April 24, 2023 5.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 19, 2023

year-over-year (the lowest 12-month number in two years), and producer prices increased 1.1% 5 The Fed raised its 2023 economic growth forecast to 1%, up from its March forecast of 0.4%. Source: Econoday, June 16, 2023 The Econoday economic calendar lists upcoming U.S. The data cooperated as consumer prices rose 4.0%

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JUNE 26, 2023

The number of new home starts in May (1.63 Source: Econoday, June 23, 2023 The Econoday economic calendar lists upcoming U.S. MKC) Source: Zacks, June 23, 2023 Companies mentioned are for informational purposes only. The return and principal value of investments will fluctuate as market conditions change. from a year ago.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 17, 2023

Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, January 13, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, January 12, 2023.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

APRIL 17, 2023

A weak retail sales number on Friday shaved the gains to close out the week. 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. When sold, investments may be worth more or less than their original cost.

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

FEBRUARY 20, 2023

The year-over-year inflation number (6.4%) came in lower than December’s 12-month rise of 6.5%, making it the seventh consecutive month of declining year-over-year inflation. Year-over year, producer prices rose 6.0%, a slight improvement from December’s number. When sold, investments may be worth more or less than their original cost.

Marketing 59

Marketing Marketing Taxes Distribution 59

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. Increases in private inventory investment, government spending, and nonresidential fixed investment also contributed to the fourth quarter’s growth.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 3, 2023

Source: Econoday, June 30, 2023 The Econoday economic calendar lists upcoming U.S. LEVI) Source: Zacks, June 30, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, June 28, 2023.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 22, 2023

Source: Econoday, May 19, 2023 The Econoday economic calendar lists upcoming U.S. WDAY) Source: Zacks, May 19, 2023 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. IRS.gov, April 4, 2023 8.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 1, 2023

annualized growth rate as healthy consumer spending helped offset a decline in business investment and a slowdown in nonresidential investment. The business inventory investment slowdown reduced the headline GDP number by 2.26%. Source: Econoday, April 28, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 8, 2023

Source: Econoday, May 5, 2023 The Econoday economic calendar lists upcoming U.S. APD) Wednesday: Occidental Petroleum Corporation (OXY), The Walt Disney Company (DIS) Source: Zacks, May 5, 2023 Companies mentioned are for informational purposes only. When sold, investments may be worth more or less than their original cost.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 17, 2023

Source: Econoday, July 14 , 2023 The Econoday economic calendar lists upcoming U.S. UAL), Capital One Financial Corporation (COF) Friday: American Express Company (AXP) Source: Zacks, July 14 , 2023 Companies mentioned are for informational purposes only. When sold, investments may be worth more or less than their original cost.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

FEBRUARY 13, 2023

The concern was that the surprise job number would change Powell’s outlook coming out of the last FOMC meeting. Source: Econoday, February 10, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, February 10, 2023 Companies mentioned are for informational purposes only. Wednesday: Retail Sales. Housing Starts.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MARCH 13, 2023

Labor market strength in a Friday report exacerbated rate-hike anxieties, though cooling wage gains balanced an above-consensus new jobs number. Source: Econoday, March 10, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, March 10, 2023 Companies mentioned are for informational purposes only. Retail Sales.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MARCH 6, 2023

1,2,3 Stocks Resume Climb After rebounding to start the week, stocks weakened following higher inflation numbers out of Europe and higher-than-expected manufacturing activity. Source: Econoday, March 3, 2023 The Econoday economic calendar lists upcoming U.S. When sold, investments may be worth more or less than their original cost.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 9, 2023

However, stocks staged a powerful rally on Friday despite another strong job number, partly due to a deceleration in wage growth. Source: Econoday, January 6, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, January 6, 2023 Companies mentioned are for informational purposes only. CNBC, January 5, 2023.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JANUARY 23, 2023

5,6 Many economists viewed these lackluster numbers as evidence of a weakening consumer. Source: Econoday, January 20, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, January 20, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, January 20, 2023 2.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JANUARY 8, 2024

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. When sold, investments may be worth more or less than their original cost. IRS.gov, September 6, 2023 6.

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Marketing Marketing Taxes Economics 96

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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Marketing Marketing Economy Financial Planner 52

Cornerstone Financial Advisory

MARCH 25, 2024

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. When sold, investments may be worth more or less than their original cost. IRS.gov, November 14, 2023 7.

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Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. When sold, investments may be worth more or less than their original cost.

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Marketing Marketing Taxes Economics 104

The Big Picture

MARCH 31, 2023

The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available. ” In 2023, remote work is threatening to kill banks. Wall Street Journal ) see also Is Coffee Bringing People Back to the Office?

Banking 154

Banking Math Distribution Investment Advisor 154

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Inflated Perspective Consumer Price Index data was one of the big pieces of news driving markets last week, with January’s numbers coming in at 3.1 Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. IRS.gov, April 7, 2023. percent consensus.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MAY 21, 2024

The top-level CPI numbers (known as headline inflation) tend to be less important than what’s underneath: core inflation (CPI minus volatile food and energy prices) in the Fed’s eye. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Core CPI came in at 0.29

Marketing 52

Marketing Marketing Taxes Economics 52

Indigo Marketing Agency

DECEMBER 19, 2022

That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. He’s a referral coach for top advisors, a bestselling author, a hall-of-fame keynote speaker, and one of Indigo’s top mentors. Peter Lazaroff is the Chief Investment Officer at Plancorp, which currently manages over $5.5

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

James Hendries

JANUARY 20, 2023

The key question coming into this earnings season is whether the pessimism surrounding 2023 earnings has gone too far. A number of headwinds As was the case last quarter, corporate America faces several stiff headwinds this earnings season. As always, guidance matters more as market participants look forward.

Marketing 52

Marketing Marketing Economy Economics 52

Cornerstone Financial Advisory

FEBRUARY 5, 2024

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. When sold, investments may be worth more or less than their original cost. IRS.gov, September 25, 2023 5.

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Marketing Marketing Taxes Economics 98