Abnormal Returns

DECEMBER 28, 2022

cnn.com) Big Tech is set to cut costs (and jobs) in 2023. tomtunguz.com) Instacart continues to slash its valuation. wired.com) Economy The October Case-Shiller numbers show the rollover in housing prices. (whitecoatinvestor.com) Companies Why Southwest ($LUV) is melting down.

Financial Advising 198

Financial Advising Valuation Media Economy 198

Cornerstone Financial Advisory

NOVEMBER 20, 2023

1,2,3 Stocks March Higher A better-than-anticipated consumer inflation number on Tuesday sent bond yields sharply lower, igniting a powerful, exceptionally broad-based rally that saw 91% of all New York Stock Exchange volume advancing in price and a similarly substantial advance (85%) on the NASDAQ. CNBC, November 14, 2023.

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Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

4,5 Finally, the government’s monthly employment report showed the number of nonfarm payroll gains continued to decelerate in August, while June and July estimates were revised lower by 110,000. Source: Econoday, September 1, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, August 25, 2023 2.

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Marketing Marketing Economics Taxes 87

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. rally for the S&P 500 in the fourth quarter of 2023, the index provided an encore performance in the first quarter with a 10.2% gain, but not a bad number by any means. Following the huge 11.2%

Marketing 96

Marketing Marketing Valuation Economy 96

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. Apply for an Employer Identification Number (EIN): An EIN is used to identify a business. The Wall Street Journal, November 24, 2023.

Marketing 84

Marketing Marketing Taxes Economics 84

Nerd's Eye View

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive.

Financial Planner 202

Financial Planner Retirement Planning Financial Planning Distribution 202

Nerd's Eye View

NOVEMBER 4, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). While private valuations have soared in recent years, public markets continue to be less kind to RIAs.

Financial Planner 164

Financial Planner Financial Advisor Retirement Planning Medical 164

David Nelson

JANUARY 3, 2023

The number of job openings could come in below 10 million but would still be elevated in comparison to pre-pandemic levels. The number of job openings could come in below 10 million but would still be elevated in comparison to pre-pandemic levels. So what does all this mean for today’s investor as we head into 2023.

Risk Management 98

Risk Management Portfolio Management Valuation 98

Abnormal Returns

FEBRUARY 27, 2023

msn.com) S&P 500 companies could do $1 trillion in buybacks in 2023. axios.com) Job number one for CEOs is capital allocation. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. wsj.com) Taxes on share buybacks are a speed bump.

Startup 130

Startup Financial Advising Valuation Economy 130

Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. Small Cap Value Ratio As of 9/1/2023 Small-Cap Value Stocks Have Been Cheaper (since 2006) TTM PE Ratio 8.64

Valuation 64

Valuation Economics Numbers Investing 64

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. If necessary, apply for an Employer Identification Number (EIN): An EIN is used to identify a business structure outside a personal identification number.

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

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Marketing Marketing Taxes Economics 59

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

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. Take a debit or credit card number over the phone. The Wall Street Journal, May 26, 2023 2. The Wall Street Journal, May 26, 2023 3.

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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 Wall Street Journal, June 16, 2023.

Marketing 59

Marketing Marketing Economics Taxes 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. Here are some to get you started: Eat more whole foods (set a particular number based on your lifestyle). The Wall Street Journal, January 13, 2023.

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Marketing Marketing Taxes Investment Advisor 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. The Wall Street Journal, February 17, 2023 2. IRS.gov, 2023 7.

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. 4 Beneath the headline number, the personal consumption expenditures price index (the Fed’s preferred measure of inflation) rose 3.2%. CNBC, January 26, 2023 5.

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Marketing Marketing Economics Taxes 59

Carson Wealth

FEBRUARY 26, 2024

Another data point from the recent GFS caught our attention: The number of managers looking for ‘no landing’ is rising. We see that all over NVIDIA’s earnings numbers. NVIDIA’s Growth Story Jumps Out from the Numbers NVIDIA’s fourth quarter earnings report was impressive across the board. billion versus $6.2

Marketing 96

Marketing Marketing Valuation Economy 96

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. The Wall Street Journal, April 14, 2023 2. Copyright 2023 FMG Suite.

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Marketing Marketing Medical Economics 59

The Big Picture

MARCH 6, 2023

Venture-capital investments are plunging, along with valuations of prepublic companies. Barron’s ) • Why It’s So Hard for China to Shake the ‘Uninvestable’ Tag : In 2021, Goldman Sachs said the word was starting to feature in a number of client conversations about the country’s stocks. Capital Advisors.

Retirement Planning 270

Retirement Planning Transportation Valuation Consulting 270

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. Tip adapted from IRS.gov 7 Show Your Heart Some Love Heart disease is the number one killer of men and women in the U.S. Fox Business, May 17, 2023 6.

Marketing 59

Marketing Marketing Taxes Economics 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. Dependents who have individual taxpayer identification numbers. The Wall Street Journal, June 30, 2023. The Wall Street Journal, June 30, 2023.

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. The Wall Street Journal, May 5, 2023 2. The Wall Street Journal, May 3, 2023.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 1, 2023

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. D), Source: Zacks, April 28, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, April 28, 2023 2. IRS.gov, 2023 7.

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. Answer: The number 7 on most telephone keypads. year-over-year.

Marketing 52

Marketing Marketing Economics Taxes 52

Harness Wealth

MARCH 9, 2023

Reddit is planning an IPO for the second half of 2023. Though these numbers may seem impressive on their own, Reddit still lags far behind other social platforms like Facebook, Snapchat, Twitter, and others, whose advertising revenues all already surpass $1 billion per quarter. However, Fidelity later reduced the valuation to $6.6

Planning 52

Planning Taxes Advertising Tax Planning 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. Copyright 2023 FMG Suite.

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. The Wall Street Journal, March 3, 2023 2. Copyright 2023 FMG Suite.

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.

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Marketing Marketing Economics Taxes 59

Good Financial Cents

DECEMBER 14, 2022

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. What makes finance different from other business disciplines is its focus on numbers. 12 Highest Paying Jobs in Finance.

Compliance 87

Compliance Budgeting Accounting Insurance 87

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 82

Taxes Investment Advisor Numbers Investing 82

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

Trade Brains

DECEMBER 22, 2022

Top 10 IT Stocks in 2023: The IT sector is known to be one of the most crucial industries in our global economy as it is the major driver of employment and also this sector keeps growing and evolving with time and increasing technological advancements in. Top IT Stocks in 2023 in the Indian Stock Market. 3 billion market valuation.

Consulting 52

Consulting Marketing Marketing Engineering 52

Zoe Financial

JULY 17, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA July 17, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Main reason for market enthusiasm has to do with the inflation numbers for June. 25% rally over the last 9 months for stocks, mainly driven by valuation expansion. for the week.

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