Cornerstone Financial Advisory

OCTOBER 23, 2023

Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), in September–well above the forecast of a 0.3%

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Cornerstone Financial Advisory

OCTOBER 2, 2023

Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. percent rise from its earlier estimate of 1.7

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Cornerstone Financial Advisory

APRIL 29, 2024

The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. The GDP report seemed to support the Goldilocks economy theory—not too hot, but not too cool—a story investors have favored this year. Please consult your financial professional for additional information.

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Cornerstone Financial Advisory

MAY 22, 2023

This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from having a better understanding of how their work affects their taxes. Please consult your financial professional for additional information.

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Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

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Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. Powell indicated that it might become appropriate to slow the pace of future hikes, and he didn’t believe the economy had entered into recession. Economy Contracts .

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Cornerstone Financial Advisory

SEPTEMBER 5, 2023

1,2,3 Stocks Rise On Slowing Economy Investor sentiment turned positive last week as signs of economic softness were interpreted as reason for the Fed to hold off on further rate hikes. Please consult your financial professional for additional information. The Nasdaq Composite index increased 3.25% for the week.

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Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. Employers added 315,000 jobs in August, maintaining the labor market’s remarkable resiliency amid a contracting economy. in August and 5.2%

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Cornerstone Financial Advisory

OCTOBER 31, 2022

Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. a Registered Investment Advisor.

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Cornerstone Financial Advisory

AUGUST 29, 2022

Stocks rallied on Thursday, sparked by a revised Gross Domestic Product estimate showing the economy’s shrinking less than initially estimated. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

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Cornerstone Financial Advisory

AUGUST 22, 2022

Fed officials did acknowledge that further rate hikes risked unintended economic weakness because of the time it takes for higher rates to work through the economy. PANW), Zoom Video Communications, Inc. (ZM). Please consult your financial professional for additional information. The forecasts also are subject to revision.

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Brown Advisory

NOVEMBER 22, 2021

The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. company.

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Cornerstone Financial Advisory

JANUARY 17, 2023

Sustained declines in inflation, a rate hike cycle nearing an end, and a resilient economy that may avoid recession resulted in a broad-based rally. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

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Cornerstone Financial Advisory

MARCH 27, 2023

4 The official announcement hinted that the Fed might soon be done with raising rates while also stating it was too early to ascertain the degree to which the economy could slow from the current banking strains. Please consult your financial professional for additional information. Thursday: Jobless Claims.

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Cornerstone Financial Advisory

MARCH 13, 2023

4 Powell’s Congressional Testimony Fed Chair Powell last week testified on Capitol Hill during which he acknowledged that the economy was running hotter than he had expected. Please consult your financial professional for additional information. These factors may result in greater share price volatility.

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Cornerstone Financial Advisory

FEBRUARY 27, 2023

However, members diverged on the economy, with some members finding the risk of recession elevated. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

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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. These factors may result in greater share price volatility.

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Cornerstone Financial Advisory

JANUARY 30, 2023

economy expanded at a 2.9% Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Please consult your financial professional for additional information. GDP Report The U.S.

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Cornerstone Financial Advisory

DECEMBER 5, 2022

He cited several areas of progress in the inflation fight, including a deceleration in interest rate sensitive parts of the economy, such as housing and supply chain improvement. Please consult your financial professional for additional information. He also noted the price declines seen in goods and rents.

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Cornerstone Financial Advisory

JULY 17, 2023

Lower-than-forecast inflation on both consumer prices and producer prices sparked investor optimism that inflation may be able to fall further without tipping the economy into recession and provide the basis for the Fed to moderate its more hawkish rate hike stance. Please consult your financial professional for additional information.

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Cornerstone Financial Advisory

JULY 11, 2022

Recession fears were supported by an inversion in the yield curve and updated second-quarter Gross Domestic Product projections indicating the economy is ready to contract. Please consult your financial professional for additional information. These factors may result in greater share price volatility. a Registered Investment Advisor.

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Cornerstone Financial Advisory

OCTOBER 10, 2022

Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

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Cornerstone Financial Advisory

OCTOBER 24, 2022

Investors were approaching the new earnings season with a fair amount of trepidation amid an environment of higher interest rates and a slowing economy. Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

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Cornerstone Financial Advisory

FEBRUARY 19, 2024

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. These factors may result in greater share price volatility.

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Cornerstone Financial Advisory

FEBRUARY 12, 2024

economy has come into the spotlight. An analysis conducted by The Wall Street Journal recently proposed that the economy’s resilience could be attributed, at least in part, to the productivity driven by the technology sector. Consult your tax, legal, and accounting professionals for more specific information.

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Cornerstone Financial Advisory

MARCH 25, 2024

He added that if the economy keeps on its current course, that the FOMC would likely “begin dialing back policy restraint at some point this year.” Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

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Cornerstone Financial Advisory

JANUARY 22, 2024

The week was full of economic news that suggested continued resilience in the economy, which may add complexity to the Fed’s next decision. NFLX), Verizon Communications Inc. (VZ) Please consult your financial professional for additional information. December retail sales came in strong, +0.6% VZ) Wednesday: Tesla, Inc.

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The Big Picture

JULY 26, 2022

I really didn’t know the difference between private equity or consulting, or anything. WEAVER: Well, thankfully, we were — I really communicated a lot with Doug and Tom, and they understood. We hired a consulting and coaching firm for our whole organization. They could have been in consulting firm.

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Cornerstone Financial Advisory

MAY 6, 2024

Then, on Friday, stocks pushed higher after the April jobs report indicated that unemployment ticked up and the economy slowed. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

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Cornerstone Financial Advisory

APRIL 8, 2024

economy created 303,000 jobs in March—higher than economists’ expectations—while unemployment dropped slightly to 3.8 Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

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Cornerstone Financial Advisory

MAY 13, 2024

Stocks were still basking in the afterglow of fresh jobs data, which eased investor concerns of an overheating economy. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

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Cornerstone Financial Advisory

AUGUST 8, 2022

economy added 528,000 jobs in July, doubling the consensus expectation of 258,000. Leisure and hospitality, professional and business services, and healthcare lead the way in reported job gains, as seen in most sectors of the economy. Please consult your financial professional for additional information. Employment Report .

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The Big Picture

FEBRUARY 13, 2023

I try to analyze the economy from the top. And to this day, we know when I have a view on the economy, or usually have a view on the economy or inflation, it’s usually driven because I read so many corporate earnings reports and trying to understand why they’re cutting inventory, why are they laying off people.

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Cornerstone Financial Advisory

JULY 25, 2022

As the week progressed, stocks gained momentum as earnings results poured in from different sectors of the economy, showing that businesses were navigating higher inflation and slowing growth better than investors feared. Please consult your financial professional for additional information. a Registered Investment Advisor.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. Brown Advisory does not render legal or tax advice.

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Brown Advisory

MARCH 18, 2022

Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. CIO Perspectives Webinar, 2022 Asset Allocation Outlook.

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Brown Advisory

JUNE 12, 2017

Asked about using valuation tools, like aggregate market cap to GDP or cyclically adjusted P/E ratios to gauge markets, Buffett explained that neither of these is paramount. Munger and Buffett both would avoid compensation consultants altogether. Berkshire has an advantage when that happens. company.

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