Nerd's Eye View

OCTOBER 30, 2023

On the other hand, the past decade has seen an explosion of 'vendor conferences', as more and more companies have discovered it's more economical to simply run their own conferences (at a breakeven or even a small loss) than to heavily sponsor the conferences of industry associations.

Financial Advisor 235

Financial Advisor Numbers Budgeting Financial Planning 235

Cornerstone Financial Advisory

APRIL 29, 2024

4 On Thursday, markets slipped on two fresh pieces of economic data: a Gross Domestic Product (GDP) slowdown and higher consumer prices. 5 Source: YCharts.com, April 27, 2024. Earnings Vs. Inflation Corporate earnings and economic reports battled it out last week. The big economic news was that Q1 GDP grew at a 1.6

Marketing 52

Marketing Marketing Taxes Economics 52

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning 212

Retirement Planning Compliance Startup Clients 212

Cornerstone Financial Advisory

MARCH 18, 2024

3,4 Source: YCharts.com, March 16, 2024. 5 This Week: Key Economic Data Monday: Housing Market Index. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, March 15, 2024 2. CNBC, March 15, 2024 4.

Marketing 87

Marketing Marketing Taxes Economics 87

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. Source: YCharts.com, February 24, 2024. A), eBay Inc.

Marketing 84

Marketing Marketing Economics Taxes 84

Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Core inflation was 3.2%

Marketing 83

Marketing Marketing Economics Taxes 83

Cornerstone Financial Advisory

MARCH 11, 2024

4,5 Source: YCharts.com, March 9, 2024. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, March 8, 2024 2. CNBC, March 7, 2024 4.

Marketing 77

Marketing Marketing Insurance Taxes 77

Advisor Perspectives

FEBRUARY 20, 2024

The Conference Board Leading Economic Index (LEI) fell for a 22nd consecutive month in January as the LEI continues to signal headwinds to economic activity in the U.S. However, for the first time in the past two years, the index is no longer forecasting a recession in 2024. The index dropped 0.4% from last month to 102.7,

Economics 72

Economics 72

Cornerstone Financial Advisory

APRIL 22, 2024

1,2 On Tuesday, remarks from Fed Chair Jerome Powell indicated a shift in thinking—from being confident to not-so-confident about interest rate cuts in 2024. 5 Source: YCharts.com, April 20, 2024. 6 This Week: Key Economic Data Tuesday: PMI Composite. The Wall Street Journal, April 19, 2024 2. CNBC.com, April 15, 2024 3.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

FEBRUARY 22, 2024

Peter Mallouk points out that investments made on days of all-time highs outperform investments made on all other days, Technicians will tell you All-Time Highs are bullish, because there is no selling resistance; behavioral economics suggests it’s bullish due to FOMO and plain old greed.

Economics 348

Economics Investing Investments Marketing 348

Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. 2 Source: YCharts.com, March 2, 2024. Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. percent in January versus December—and 2.4 Beige Book.

Marketing 72

Marketing Marketing Economics Taxes 72

Calculated Risk

JANUARY 9, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. range in Q4 2024. What will the unemployment rate be in December 2024? Forecasting the unemployment rate includes forecasts for economic and payroll growth, and also for changes in the participation rate (previous question).

Economics 63

Economics Sales Investing Investments 63

Calculated Risk

JANUARY 9, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. What will the participation rate be in December 2024? There are probably a few more people that will return to the workforce in 2024, pushing up the participation rate. Question #7 for 2024: How much will wages increase in 2024?

Economics 66

Economics Sales Investing Investments 66

Cornerstone Financial Advisory

APRIL 15, 2024

4 Source: YCharts.com, April 13, 2024. The start of Q1 earnings season reinforced inflation concerns as several leading money center banks—despite many beating expectations—forecasted lower growth for the remainder of 2024 due partly to inflation and higher-than-expected rates. 5,6 This Week: Key Economic Data Monday: Retail Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Calculated Risk

JANUARY 8, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. range in Q4 2024. Will the core inflation rate decrease further in 2024, and what will the YoY core inflation rate be in December 2024? by Q4 2024. Pandemic economics are weird. YoY through November. in October.

Economics 66

Economics Food Sales Investing 66

Cornerstone Financial Advisory

APRIL 1, 2024

Weekly Market Insights: Stocks Narrowly Higher Presented by Cornerstone Financial Advisory, LLC Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024. Conflicting economic news on Monday and Tuesday contributed to the slide.

Marketing 52

Marketing Marketing Economics Taxes 52

Calculated Risk

JANUARY 7, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Most FOMC participants expect around three 25 bp rate cuts in 2024. What will the Fed Funds rate be in December 2024? My guess is there will be around 5 rate cuts in 2024, and the first cut is likely in March.

Economics 69

Economics Sales Numbers Investing 69

SEI

JANUARY 16, 2024

Jim Solloway, Chief Market Strategist and Senior Portfolio Manager, and Vivian Estadt, Client Service Director, present our economic outlook for 2024.

Economics 52

Economics Portfolio Management Portfolio Clients 52

Calculated Risk

JANUARY 5, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. How much will wages increase in 2024? YoY in 2024 according to the CES. Here are the Ten Economic Questions for 2024 and a few predictions: • Question #8 for 2024: How much will Residential investment change in 2024?

Economics 60

Economics Sales Retirement Investing 60

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. The Wall Street Journal, January 5, 2024 2.

Marketing 80

Marketing Marketing Taxes Economics 80

Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. 3 This Week: Key Economic Data Monday: ISM Services Index. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. CNBC.com, January 29, 2024 2. CNBC.com, February 2, 2024 4.

Marketing 79

Marketing Marketing Taxes Economics 79

Trade Brains

MARCH 20, 2024

Cr which will open on 26th March 2024. The issue will close on 28th March and be listed on the exchange on 3rd April 2024. This article will analyze the GMP, Financials, strengths and weaknesses of the SRM Contractors IPO Review 2024. Infrastructure development has remained a recurring theme in India’s economic development.

Government 105

Government Transportation Planning Investing 105

Calculated Risk

FEBRUARY 19, 2024

Weekend: • Schedule for Week of February 18, 2024 Tuesday: • No major economic releases scheduled. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 and DOW futures are mostly unchanged (fair value). Oil prices were up over the last week with WTI futures at $79.28 per barrel and Brent at $83.28 per barrel.

Economics 60

Economics Marketing Marketing 60

Wealth Management

DECEMBER 5, 2023

EPFR Director of Research Cameron Brandt shares a ton of knowledge on money market funds, economic data, China and top stories for 2024.

Economics 100

Economics Marketing Marketing 100

Calculated Risk

FEBRUARY 17, 2024

2:00 PM: FOMC Minutes , Meeting of Meeting of January 30-31, 2024 -- Thursday, February 22nd -- 8:30 AM: The initial weekly unemployment claims report will be released. 11:00 AM: the Kansas City Fed manufacturing survey for February. -- Friday, February 23rd -- No major economic releases scheduled. million SAAR.

Sales 66

Sales Manufacturing Economics Marketing 66

Abnormal Returns

DECEMBER 26, 2023

calculatedriskblog.com) What if the economy in 2024 was just 'normal'? bloomberg.com) Ten economic questions for 2024 including 'How much will wages increase in 2024?' (nytimes.com) Economy Case-Shiller showed a 4.8% annual change in national home prices through October.

Marketing 243

Marketing Marketing Financial Advising Economy 243

Trade Brains

APRIL 22, 2024

JNK India IPO Review 2024: JNK India is coming up with its IPO issue of Rs. Cr which will open on 23rd April 2024. The issue will close on 25th April and be listed on the exchange on 30th April 2024. This article will analyze the strengths and weaknesses of the JNK India Limited IPO Review 2024. Keep reading to find out!

Manufacturing 59

Manufacturing Transportation Commission Portfolio 59

Advisor Perspectives

DECEMBER 24, 2023

CIO designate Sean Taylor discusses his investment outlook for the year ahead and how he sees 2024 unfolding for emerging markets, regionally, economically and thematically.

Economics 52

Economics Investing Investments Marketing 52

Abnormal Returns

APRIL 3, 2024

Markets A look back at Q1 2024 asset class returns. novelinvestor.com) Growth and value performance flip-flopped in March 2024. bonddad.blogspot.com) Part-time is not a negative for the economy if it isn't for economic reasons. mrzepczynski.blogspot.com) Strategy In the meme stock age is fundamental analysis dead and buried?

Financial Advising 219

Financial Advising Economy Media Economics 219

Advisor Perspectives

JANUARY 9, 2024

The prevailing consensus in 2024 is that the Federal Reserve will cut interest rates. But predicting central bank moves is an inexact science. That said, fixed income investors could use the help of an active strategy to continue extracting higher yields.

Economics 52

Economics Banking 52

Advisor Perspectives

APRIL 5, 2024

An economic soft landing in 2024 remains our base case. Inflation continues to cool, which we think will prompt central banks to follow through on rate cuts by late in the second quarter. Meanwhile, political and policy risks could rise, as over half the world holds key elections in the coming months.

Economics 52

Economics Banking 52

Advisor Perspectives

FEBRUARY 28, 2024

The article explores potential parallels between 1968 and 2024, specifically in the context of the stock market and economic trends. It delves into the concept of secular trends, emphasizing the importance of considering inflation-adjusted stock prices to comprehend the potential impact on portfolios.

Economics 52

Economics Portfolio Marketing Marketing 52

Abnormal Returns

APRIL 30, 2024

(cnbc.com) How Lilly plans to ramp production by 50% in 2024. disciplinefunds.com) The economic tables have turned as Greece, Spain and Portugal outperform. biopharmadive.com) CEOs Corporate execs get a good deal when they fly on their corporate jets. wsj.com) This CEO is taking advantage of his company discount.

Financial Advising 175

Financial Advising Communication Media Economy 175

Advisor Perspectives

JANUARY 4, 2024

The key economic question for 2024 is how to think about the interest rate cuts we’re likely to get from the Federal Reserve. Are they good news for the economy as borrowers catch a break, or a sign of impending recession as they were in 2001 and 2007?

Economics 52

Economics Economy 52

Abnormal Returns

APRIL 22, 2024

Markets Commodities are having a standout 2024. theinformation.com) Global The war in Ukraine has pushed up defense spending around the globel (awealthofcommonsense.com) South Korea's economic growth is slowing. capitalspectator.com) When did investing become so political? coindesk.com) More mutual fund to ETF conversions are coming.

Financial Advising 207

Financial Advising Startup Media Economy 207

Abnormal Returns

DECEMBER 22, 2023

(wapo.st) Finance Links to all the Wall Street 2024 investment outlooks. ft.com) Six ETF market predictions for 2024 including a cooling off in the covered-call space. bonddad.blogspot.com) Economic growth is trending around 2.0% (econbrowser.com) Earlier on Abnormal Returns Podcast links: extreme arbitrage. down from 5.6%

Financial Advising 239

Financial Advising Media Economy Economics 239

Calculated Risk

JANUARY 17, 2024

Fed's Beige Book A majority of the twelve Federal Reserve Districts reported little or no change in economic activity since the prior Beige Book period. In contrast, concerns about the office market, weakening overall demand, and the 2024 political cycle were often cited as sources of economic uncertainty.

Economics 100

Economics eCommerce Manufacturing Sales 100