Cornerstone Financial Advisory

MARCH 11, 2024

Markets clawed back much of their losses on Wednesday and Thursday, with the Fed Chair’s upbeat comments to the Senate Banking Committee boosting stocks. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. State and local income tax refunds may be taxable and should be reported on your federal taxes.

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Cornerstone Financial Advisory

MARCH 27, 2023

Mixed Message Provokes Volatility Presented by Cornerstone Financial Advisory, LLC Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. 5 This Week: Key Economic Data Tuesday: Consumer Confidence. Rate Hike Cycle Ending?

Marketing 59

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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.

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Cornerstone Financial Advisory

JULY 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Cornerstone Financial Advisory, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. The Nasdaq Composite index added 2.19%.

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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. .”

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Cornerstone Financial Advisory

AUGUST 7, 2023

Markets were rattled initially by news that the Treasury raised its borrowing requirement for the third quarter by more than a quarter of a trillion dollars and on news that the Bank of Japan announced it would allow bond yields to rise after years of capping them. 6 This Week: Key Economic Data Thursday: Consumer Price Index (CPI).

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Discipline Funds

AUGUST 4, 2023

This has been one of the more fascinating years in economic and market history. The regional bank index is still down -16% year to date and -29% from the highs. Regional banks are up 35% since the banking panic in May. Sometimes it works, but in most cases we’re all just churning up taxes and fees along the way.

Financial Planner 86

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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.

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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). Order a tax transcript.

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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. Get tax help. It increased 4.2%, well below the 7.3%

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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.

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Nerd's Eye View

OCTOBER 4, 2023

And even though numerous signs are pointing to the looming possibility of a more widespread economic downturn – including the reduction of household savings, reduced lending, and the resumption of student loan payments for many borrowers – the job market remains strong. And even though U.S.

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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. Armed Forces.

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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).

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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.

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Truemind Capital

JANUARY 16, 2024

They like to talk about Bajaj Finance and not Yes Bank in their portfolio. Contrary to the expectation of an economic slowdown in 2023, the year turned out to be full of surprises, mostly positive ones. Such stories most of the time don’t give a complete picture. People like to talk about their winners and not losers.

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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.

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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. Tax-Deductible Educator Expenses. Another Rate Hike. New Home Sales.

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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.

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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.

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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. Tuesday: Consumer Confidence.

Marketing 52

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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.

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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. Tax Benefits For Charitable Giving. Inflation’s Cooling Trend. Retail Sales.

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Brown Advisory

NOVEMBER 28, 2022

Meanwhile, the global economy has been deeply impacted by the confluence of all of these events; the most significant near-term result, in our view, has been the return of inflation as a truly global economic threat for the first time in decades.

Planning 52

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Brown Advisory

NOVEMBER 28, 2022

Meanwhile, the global economy has been deeply impacted by the confluence of all of these events; the most significant near-term result, in our view, has been the return of inflation as a truly global economic threat for the first time in decades. With that backdrop, we highlight several positive factors: Income Tax.

Planning 52

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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. These encouraging reports, however, were followed by a disappointing 3.4%

Marketing 59

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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

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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

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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.

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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. Use the IRS e-file system: a safe, easy, and common way to file your tax return.

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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

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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. How Tax Transcripts Can Help You File an Accurate Tax Return.

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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. in September and registered an increase of 6.6%

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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. This information is not intended to be a substitute for specific, individualized tax advice.

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The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. My mental image was that he worked in the bank of, back of a bank approving mortgage applications. This is the first time they’re putting out a product for retail. Really fascinating guy. I asked who’s that guy?

Valuation 130

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Truemind Capital

NOVEMBER 29, 2020

levied higher taxes on people to generate revenue for expenditure. Rome’s trade by severely hit by triangular problems of hyperinflation, high taxes and worthless currency. Significant debasement of money has happened and will continue to happen as per the promises made by the Central banks all around the world.

Asset Allocation 52

Asset Allocation Valuation Assets Portfolio 52

Good Financial Cents

DECEMBER 14, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Chief Compliance Officer. Financial Examiner.

Compliance 87

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