Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 6,7 Source: YCharts.com, October 26, 2024. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq Composite Index rose 0.16

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

NOVEMBER 2, 2024

The strategy looks for firms with consistent earnings over the past decade, consistently high return on equity and total capital, strong cash flows and reasonable valuations. Here are the top ten highest scoring stocks for November 2024.

Valuation 52

Valuation Numbers Portfolio Investing 52

Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. 6 Source: YCharts.com, November 30, 2024. Consumer Sentiment.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. Source: YCharts.com, November 2, 2024. ABNB) Source: Zacks, November 1, 2024. Investing.com, November 1, 2024 3.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. 6 Source: YCharts.com, November 16, 2024. INTU), Deere & Company (DE) Source: Zacks, November 15, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

Nerd's Eye View

AUGUST 5, 2024

Welcome to the August 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!

Estate Planning 130

Estate Planning Accounting Assets Clients 130

Nerd's Eye View

JANUARY 3, 2024

With credit card balances and delinquencies spiking and student loan payments resuming, it's unlikely that consumers will be able to sustain their spending levels and ride to the rescue once again in 2024. The labor market, while still remarkably resilient, has also started to show signs of stress.

Economics 246

Economics Marketing Marketing Economy 246

Cornerstone Financial Advisory

DECEMBER 9, 2024

Weekly Market Insights | December 9th, 2024 Markets Mixed; Jobs Back on Track Stocks were mixed during the first trading week of December. 6,7,8 Source: YCharts.com, December 7, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; December 6, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

JUNE 13, 2025

Others are based on simplistic valuation metrics that ignore critical elements like debt, cash flow quality, or business fundamentals. Carlisle’s approach is built around a central insight: stocks aren’t just tickers or abstract numbers—they’re ownership stakes in real businesses. Not all value strategies are created equal.

Valuation 52

Valuation Portfolio Investing Investments 52

The Big Picture

FEBRUARY 7, 2024

February 7, 2024) How much you pay for stocks really matters. Dividends come from earnings, and so those are sort of anchors to valuation. Jeremy Schwartz : And basically said that there’s huge Tech stocks, triple-digit PEs, you can never justify the valuations no matter what the growth rates are.

Investments 296

Investments Investing Valuation Portfolio 296

Wealth Management

JUNE 10, 2025

Number 8860726. Many advisors experienced record years in 2023 and 2024, but now is the time to ask the difficult question: Am I growing because of my firm, or despite it? Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Wealth Management 144

Wealth Management Financial Advisor Management Recruitment 144

Trade Brains

AUGUST 17, 2024

List of Biggest Stockbrokers in India 2024: In this article, we are going to look at the 15 Biggest Stockbrokers in India based on their total number of unique active clients. Here, we are going to look at just one factor, i.e. the total number of unique active clients for that stockbroker. Here’s a quick link to the page.

Clients 98

Clients Numbers Startup Accounting 98

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. Take a debit or credit card number over the phone.

Marketing 105

Marketing Marketing Economics Taxes 105

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. Thursday: Jobless Claims. Consumer Price Index.

Marketing 98

Marketing Marketing Taxes Economics 98

The Big Picture

AUGUST 1, 2023

But we won’t know how big a losing trade it might be until early 2024, when we see the updated valuations. Some folks who are more familiar with the numbers than I have suggested it will not be pretty. That was a crowded trade, and it has underperformed versus equities since.

Economics 246

Economics Valuation Marketing Marketing 246

Cornerstone Financial Advisory

FEBRUARY 19, 2024

3 Source: YCharts.com, February 17, 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 Source: Investors Business Daily – Econoday economic calendar; February 15, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

4 Source: YCharts.com, March 23, 2024. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. WBA) Source: Zacks, March 19, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 22, 2024 2.

Marketing 105

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. 3,4 Source: YCharts.com, March 16, 2024. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. CNBC, March 15, 2024 4.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88 Copyright 2024 FMG Suite.

Taxes 104

Taxes Numbers Investment Advisor Investing 104

Cornerstone Financial Advisory

FEBRUARY 12, 2024

3 Source: YCharts.com, February 10, 2024. Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. AMAT), Deere & Company (DE) Source: Zacks, February 8, 2024 Companies mentioned are for informational purposes only. CNBC.com, February 9, 2024 4.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. CNBC.com, January 29, 2024 2. EIA Petroleum Report.

Marketing 104

Marketing Marketing Taxes Economics 104

Validea

OCTOBER 1, 2024

The strategy looks for firms with consistent earnings over the past decade, consistently high return on equity and total capital, strong cash flows and reasonable valuations. Here are the top ten highest scoring stocks for October 2024 for Validea’s Patient Investor strategy based on Buffett.

Valuation 52

Valuation Numbers Portfolio Investing 52

The Big Picture

AUGUST 21, 2024

August 21, 2024) The Magnificent Seven, the Nifty Fifty, FAANG: Each of these were popular groups of companies investors erroneously believed they could “Set & Forget,” put them away forever, and you’re set for life. He has written numerous books on valuation and finance. You could be just a pure number cruncher.

Startup 162

Startup Valuation Management Numbers 162

The Better Letter

JANUARY 10, 2025

That’s equivalent to $129 per barrel in 2024 dollars. By way of comparison, oil closed 2024 at $74.69 GE jumped over Exxon to the top spot as the oil company (which had bought Mobil in 1998 in what was then the biggest merger ever) stayed at number two. It also included Schlumberger, a oil services company.

Retail 97

Retail Numbers Pharmaceutical Government 97

Carson Wealth

FEBRUARY 26, 2024

Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. Use cases are expanding across industries, reflecting an overall focus on increasing productivity that may have long-lasting effects, a theme we discussed in our 2024 Outlook Seeing Eye to Eye. AI is not only a NVIDIA story.

Marketing 96

Marketing Marketing Valuation Economy 96

Dear Mr. Market

APRIL 2, 2025

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. However, shifting economic conditions, a potential rate-cut cycle, and valuation opportunities have created a renewed focus on small and mid-cap stocks, particularly in financials and energy.

Investments 78

Investments Investing Valuation Advertising 78

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. gain, but not a bad number by any means. That means labor productivity continues to run strong, as workers are producing above-trend output while working the same number of hours. Following the huge 11.2%

Marketing 96

Marketing Marketing Valuation Economy 96

Cornerstone Financial Advisory

OCTOBER 7, 2024

7 Source: YCharts.com, October 5, 2024. Source: Investors Business Daily – Econoday economic calendar; October 4, 2024 The Econoday economic calendar lists upcoming U.S. BLK), The Bank of New York Mellon Corporation (BK) Source: Zacks, October 4, 2024 Companies mentioned are for informational purposes only.

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

SEPTEMBER 26, 2024

As of September 2024, The National Stock Exchange has nearly 2200+ companies listed on its exchange. As of March 31, 2024, its high-speed network connected over 225,718 terminals across India. Its revenue surged from ₹3,508 crore in March 2020 to ₹14,780 crore in March 2024. in March 2024. They rose from ₹38.08

Compliance 90

Compliance Banking Management Marketing 90

Cornerstone Financial Advisory

JULY 29, 2024

Weekly Market Insights | July 29th, 2024 Down Corporate Reports Shake Investors Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. 4 Source: YCharts.com , July 27, 2024. The Dow Jones Industrial Average picked up 0.75

Marketing 52

Marketing Marketing Taxes Pharmaceutical 52

Trade Brains

MARCH 29, 2024

Bharti Hexacom IPO Review 2024: Bharti Hexacom is coming up with its IPO issue of Rs. 4,275 Cr which will open on 3rd April 2024. The issue will close on 5th April and be listed on the exchange on 12th April 2024. Both FY21 & FY22 saw exceptional gains/losses that distorted numbers from normalized earnings.

Government 59

Government Communication Valuation Economy 59

The Big Picture

NOVEMBER 26, 2024

November 26, 2024 Are you crypto-curious? And we’ve had a number of them when for a year or two crypto currencies can be down, you know, 50 percent or worse. Bitcoin’s valuation technique is different from other crypto assets like Ethereum.  At the Money: Crypto Curious. How can investors get exposure to the space?

Investments 147

Investments Investing Assets Retail 147

Cornerstone Financial Advisory

SEPTEMBER 23, 2024

Weekly Market Insights | September 23rd, 2024 Fed Cuts Interest Rate by Half-Point Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation. 7,8 Source: YCharts.com, September 21, 2024. percent, 1.7

Marketing 52

Marketing Marketing Taxes Economics 52

Truemind Capital

APRIL 19, 2024

However, unsatisfactory progress to the falling inflation trajectory in the latest numbers has dampened the hope of cutting the rates anytime soon. In case, the results in June 2024 come contrary to the expectations of the thumping majority, we are at a risk of markets correcting by at least 5%.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Cornerstone Financial Advisory

MAY 21, 2024

Source: YCharts.com, May 18, 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. INTU) Source: Zacks, May 17, 2024 Companies mentioned are for informational purposes only. New Home Sales.

Marketing 52

Marketing Marketing Economics Taxes 52

Carson Wealth

JANUARY 25, 2024

While filling out another financial form sounds about as appealing as writing yet another college essay, the good news is that a completely redesigned and simplified FAFSA has just been unveiled for the 2024–25 academic year. Come October of 2024, the FAFSA for the 2025–26 year should be back to its fall release.

Consulting 97

Consulting Taxes Education Assets 97

Carson Wealth

JUNE 17, 2024

in 2024 (including dividends). There is a more cyclical element related to valuations, but over time the impact of valuations tends to average out to near flat. The higher the P/E, the more expensive valuations are. While that doesn’t necessarily justify current valuations entirely, it does make a meaningful contribution.

Marketing 87

Marketing Marketing Valuation Economy 87