Cornerstone Financial Advisory

MARCH 20, 2023

Markets Cautious After Banking Woes; Awaiting Fed Reaction Presented by Cornerstone Financial Advisory, LLC Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector. Since then, two U.S.

Marketing 59

Marketing Marketing Taxes Banking 59

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. Jobless Claims.

Marketing 88

Marketing Marketing Taxes Economics 88

Cornerstone Financial Advisory

APRIL 3, 2023

Banking Crisis Fears Dim; Markets Rally Presented by Cornerstone Financial Advisory, LLC Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names. Source: Econoday, March 31, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MARCH 13, 2023

Stocks also were rattled when a west coast bank was placed into receivership on Friday following a run on deposits. The lower move was triggered by a specialty bank’s liquidity issues, though regional and money center banks could not escape the selling. This Week: Key Economic Data Tuesday: Consumer Price Index (CPI).

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

OCTOBER 31, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth. Economic Growth Exceeds Expectations. This Week: Key Economic Data. The Nasdaq Composite index added 2.24% for the week.

Marketing 89

Marketing Marketing Economics Taxes 89

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. Industrial Production.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MAY 8, 2023

1,2,3 Stocks See-Saw Renewed regional bank concerns weighed on investor sentiment last week, despite the rescue of a troubled bank before the start of the trading week. But worries were not isolated to regional banks. 4, 5 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

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. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials.

Marketing 59

Marketing Marketing Medical Economics 59

James Hendries

NOVEMBER 3, 2022

Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning. We should also have slowing corporate earnings growth and greater economic uncertainty to contend with, some formidable seas to navigate.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

Cornerstone Financial Advisory

AUGUST 28, 2023

1,2,3 Stocks Manage Gains Stock rallied on Monday on upbeat sentiment over the earnings release from a mega-cap semiconductor company scheduled for mid-week, only to see that momentum fizzle the following day on weak retail earnings and a credit downgrade of a handful of banks. This Week: Key Economic Data Tuesday: Consumer Confidence.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

SEPTEMBER 26, 2022

would not tame inflation without economic pain. Global central banks moved in tandem with the Fed, as the Bank of England, Swiss National Bank, and Norway’s Norges Bank, among others, also hiked rates. This Week: Key Economic Data. a Registered Investment Advisor. Another Rate Hike.

Marketing 59

Marketing Marketing Education Taxes 59

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

Marketing Marketing Taxes Economics 59

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. banks by Fitch, a credit-rating agency. banks by Fitch, a credit-rating agency.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 17, 2023

Despite some positive earnings surprises from several big banks and a major healthcare provider, stocks closed out a good week with a slight decline. 6 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. Source: Econoday, July 14 , 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 24, 2023

1,2,3 Earnings In Focus Entering its first big week of the second quarter earnings season, solid reports from the nation’s big banks rewarded investor optimism, sparking a rally that continued into mid-week. 6 This Week: Key Economic Data Monday: Purchasing Managers’ Index (PMI) Composite Flash. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 3, 2022

This stress followed economic steps out of the U.K. During the previous week, the Bank of England (BOE) raised interest rates, and its prime minister announced unfunded tax cuts that the markets interpreted as inflationary. The Bank Of England Acts. This Week: Key Economic Data. government bonds. government bonds.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 9, 2023

New Year’s Rally In Reply To Positive Economic News. The first two trading sessions of a holiday-shortened week saw major averages swing wildly between gains and losses as investors balanced an improving outlook on inflation against concerns of faltering economic growth. This Week: Key Economic Data. Jobless Claims.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JANUARY 17, 2023

Stocks extended their gains to end the week as a few money center banks kicked off a new earnings season with upbeat reports. This Week: Key Economic Data. Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

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. a Registered Investment Advisor. New Home Sales.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 3, 2023

Steps by China to move past its zero-Covid policies triggered concerns that its economic reopening might aggravate inflation pressures, sending stocks lower and bond yields higher to begin the week. This Week: Key Economic Data. Source: Econoday, December 30, 2022 The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 12, 2023

Amid little news, stocks drifted lower to start the week until Wednesday, when a solid early-day rally evaporated on news of the Bank of Canada’s surprise interest rate hike. 6 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Econoday, June 9, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Insurance Taxes 59

Cornerstone Financial Advisory

AUGUST 29, 2022

After starting the week sharply lower on renewed rising interest rates and economic slowdown fears, markets staged a modest turnaround beginning mid-week. Thursday’s rally also got a boost from regional Federal Reserve Bank presidents, who suggested future rate hikes may be in line with market expectations. Factory Orders.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 21, 2022

Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data. Stocks resumed their slide on Thursday as global central banks followed with their own rate hikes. This Week: Key Economic Data. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 17, 2022

This Week: Key Economic Data. Index of Leading Economic Indicators. . 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. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

SEPTEMBER 12, 2022

Stocks added to their gains on Thursday as the market digested another speech from Fed Chair Powell and a 0.75% hike by the European Central Bank. This Week: Key Economic Data. Source: Econoday, September 9, 2022 The Econoday economic calendar lists upcoming U.S. a Registered Investment Advisor. Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 18, 2022

dollar continued to climb, reflecting global economic weakness. This Week: Key Economic Data. Index of Leading Economic Indicators. . Source: Econoday, July 15, 2022 The Econoday economic calendar lists upcoming U.S. Registered Representative, Securities offered through Cambridge Investment Research, Inc.,

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

FEBRUARY 6, 2024

My mental image was that he worked in the bank of, back of a bank approving mortgage applications. There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets.

Valuation 130

Valuation Investing Investments Assets 130

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. But before we go there, maybe a couple of comments about the banking crisis that occurred earlier this year in March. Banking Crisis – Key Points 05:25 Ryan Kelley: Sure. And this was actually true of a number of banks. Slide 5: U.S.

Marketing 52

Marketing Marketing Banking Numbers 52

ClearMoney

NOVEMBER 4, 2021

Momentum-focused strategies are banking on the sheer size of the premium outweighing the costs of that turnover. Exhibit 4 shows marked inconsistency in valuation characteristics for the three largest US equity momentum funds during the value premium rally of late 2020 through early 2021.

Asset Allocation 52

Asset Allocation Commission Portfolio Distribution 52

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Economic Strength The strength of the U.S. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. ROC 5 = the rate of change in the index for the previous 5 trading days.

Marketing 95

Marketing Marketing Economics Taxes 95

Cornerstone Financial Advisory

JANUARY 16, 2024

On Friday, the start of earnings season brought mixed results from a handful of major banks. A Tale Of Two Inflation Reports The biggest economic news last week was fresh inflation data. 6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. 1,2,3,4,5 Source: YCharts.com, January 13, 2024. Housing Starts.

Marketing 98

Marketing Marketing Taxes Economics 98

Brown Advisory

JULY 1, 2015

Rising rates also have a direct, negative impact on bond prices, and they tend to constrain stock valuations. The uncertainty associated with forecasting interest rates, inflation and economic growth is therefore exceptionally high. It’s not clear yet exactly how she intends to put her own stamp on the central bank.

Investing 52

Investing Investments Banking Economy 52

Cornerstone Financial Advisory

MAY 6, 2024

Weekly Market Insights: Volatility, Uncertainty Rule The Week For Markets Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. 4,5 This Week: Key Economic Data Wednesday: EIA Petroleum Report. I’d say it’s unlikely.”

Marketing 52

Marketing Marketing Economics Taxes 52

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. Recent economic data has pointed to continued growth—giving rise to the “no landing” narrative.

Assets 52

Assets Marketing Marketing Asset Allocation 52

Cornerstone Financial Advisory

JANUARY 22, 2024

Weekly Market Insights: Big Win For Big Tech Presented by Cornerstone Financial Advisory, LLC Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. The four-day trading week began with more Q4 bank earnings, which disappointed.

Marketing 64

Marketing Marketing Economics Taxes 64

James Hendries

JULY 3, 2023

While activity remains muted at best, expectations are focused on 2024, when there is a prevailing consensus that the Federal Reserve (Fed) will be finished with its rate hike campaign, and that economic conditions will be resilient enough to underpin a strong capital markets environment. With economic data continuing to suggest the U.S.

Marketing 52

Marketing Marketing Banking Valuation 52

Cornerstone Financial Advisory

APRIL 24, 2023

The first was disappointing earnings results, coupled with the absence of earnings guidance from some companies due to an uncertain economic climate. Weak economic data, including declines in housing and leading economic indicators, also weighed on investor sentiment. 5 This Week: Key Economic Data Tuesday: Consumer Confidence.

Marketing 59

Marketing Marketing Taxes Economics 59