Cornerstone Financial Advisory

APRIL 29, 2024

The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. 4 On Thursday, markets slipped on two fresh pieces of economic data: a Gross Domestic Product (GDP) slowdown and higher consumer prices. Inflation Corporate earnings and economic reports battled it out last week.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Instead, investors interpreted it as confirmation of a robust economy. 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. 2 Source: YCharts.com, February 3, 2024.

Marketing 82

Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. A downward revision of Q2 economic growth and fresh signs of a cooling labor market reversed the recent rise in bond yield.

Marketing 88

Marketing Marketing Economics Taxes 88

Cornerstone Financial Advisory

OCTOBER 2, 2023

Mixed Economic Signals Amid recent signs of a labor market cooling (a hopeful sign for ending rate hikes), last Thursday’s initial jobless claims report showed only a slight increase of 204,000. 6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. PCE is the Fed’s preferred inflation gauge.)

Marketing 94

Marketing Marketing Taxes Economics 94

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 . Factory Orders.

Marketing 84

Marketing Marketing Taxes Economics 84

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. 3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. Source: YCharts.com, January 6, 2024. News of unemployment remaining steady at 3.7% also helped sentiment.

Marketing 84

Marketing Marketing Taxes Economics 84

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

Marketing Marketing Taxes Economics 59

Nationwide Financial

APRIL 10, 2023

The equity and bond markets continue to provide conflicting signals on the economy, with the bond market pricing in a recession and the equity market more consistent with a soft landing. News The economy continues to provide mixed signals between a soft and hard landing. The unemployment rate fell to 3.5%

Marketing 59

Marketing Marketing Retail Banking 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. Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. Economic Growth Exceeds Expectations.

Marketing 89

Marketing Marketing Economics Taxes 89

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. CFOs typically have a deep understanding of economic theory and practice and strong analytical and problem-solving skills. Communication Skills. Financial Examiner.

Compliance 87

Compliance Budgeting Accounting Insurance 87

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. This Week: Key Economic Data. PANW), Zoom Video Communications, Inc. (ZM). New Home Sales.

Marketing 59

Marketing Marketing Economics Taxes 59

Brown Advisory

FEBRUARY 5, 2021

Technology rules the way we communicate, connect, consume and collaborate. For both companies and governments, this provides incredible economic and infrastructure opportunities, but also exposes massive risks to security and privacy.

Investing 52

Investing Investments Clients Valuation 52

Brown Advisory

FEBRUARY 5, 2021

The team discussed how they think about investing in technology in the face of wildly increasing valuations and an ever-changing regulatory landscape, covering: The evolution of their thinking and investment process around the sector. Technology rules the way we communicate, connect, consume and collaborate.

Investing 52

Investing Investments Clients Valuation 52

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. Stocks rallied on Thursday, sparked by a revised Gross Domestic Product estimate showing the economy’s shrinking less than initially estimated. This Week: Key Economic Data.

Marketing 59

Marketing Marketing Taxes Economics 59

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%

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

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. Wednesday: Factory Orders. FOMC Minutes.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 30, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. There was enough new economic data to support both the “recession is coming” and the “soft landing” camps. economy expanded at a 2.9% GDP Report The U.S.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MARCH 27, 2023

The Committee had considered leaving rates unchanged given banking stressors but unanimously voted to raise rates by 0.25%, citing elevated inflation, resilient economic activity, and a strong labor market. 5 This Week: Key Economic Data Tuesday: Consumer Confidence. Gross Domestic Product (GDP). Friday: Personal Income and Outlays.

Marketing 59

Marketing Marketing Taxes Banking 59

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. This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Index of Leading Economic Indicators. Wednesday: Producer Price Index (PPI).

Marketing 59

Marketing Marketing Economics Taxes 59

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. This Week: Key Economic Data. Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. Last week a different narrative emerged. Retail Sales.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

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. 6 This Week: Key Economic Data Tuesday: Retail Sales. Jobless Claims.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 11, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. 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. This Week: Key Economic Data.

Marketing 52

Marketing Marketing Taxes Economics 52

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

Planning Taxes Clients Strategic Planning 52

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. Valuations. With that backdrop, we highlight several positive factors: Income Tax.

Planning 52

Planning Taxes Clients Strategic Planning 52

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. This Week: Key Economic Data. Source: Econoday, December 2, 2022 The Econoday economic calendar lists upcoming U.S. Factory Orders. Consumer Sentiment.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 10, 2022

Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. This Week: Key Economic Data. The Econoday economic calendar lists upcoming U.S. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA.

Marketing 59

Marketing Marketing Taxes Economics 59

International College of Financial Planning

MAY 30, 2023

Impact of Ethics on Finance and the Economy. Ethical conduct by finance professionals fosters trust and confidence, promotes investments, and supports economic development. Moreover, adhering to ethical principles mitigates the risk of financial crises, safeguarding individual well-being and the wider economy.

Ethics 40

Ethics Compliance Education Clients 40

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. This Week: Key Economic Data. The Econoday economic calendar lists upcoming U.S. Better Than Expected. Monday: Purchasing Managers’ Index (PMI) Composite. Durable Goods Sales.

Marketing 45

Marketing Marketing Taxes Economics 45

Brown Advisory

JUNE 2, 2016

In theory, the move could spur borrowing and stimulate economic growth. If rates are cut too far, businesses and citizens may hoard physical cash, hobbling economic growth. Treasuries and other bonds with positive yields that are issued by governments with comparatively steady inflation and economic growth. gilts, U.S.

Banking 52

Banking Economics Communication Assets 52

Dear Mr. Market

MARCH 17, 2024

We still like Energy this year and that is especially so with it being one of the most beaten down economic sectors from 2023. 5 seed Targa Resources ( TRGP ) knocks out #11 Charter Communications ( CHTR ). That said, it loses early in round one simply due to us believing it’s close to full valuation and due for a breather.

Investing 105

Investing Investments Portfolio Assets 105

Brown Advisory

MAY 10, 2018

The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S., A rapid increase in foreign trade has fueled global economic growth, and multinational companies have flourished in this environment. of total imports.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S., A rapid increase in foreign trade has fueled global economic growth, and multinational companies have flourished in this environment. of total imports.

Economy 52

Economy Portfolio Clients Sales 52

Bell Investment Advisors

JUNE 29, 2023

Next, I think our listeners would probably like to hear your perspectives or your insights about the current economy in the U.S. economy today? Economy Today 08:31 Ryan Kelley: Actually, it looks pretty strong. economy, the first quarter of this year was positive with positive economic growth. Slide 5: U.S.

Marketing 52

Marketing Marketing Banking Numbers 52

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 95

Marketing Marketing Taxes Economics 95

Brown Advisory

JULY 1, 2015

Rising interest rates influence the economy and financial markets in several ways—most of them negative. 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.

Investing 52

Investing Investments Banking Economy 52

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

Marketing 52

Marketing Marketing Economy Communication 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. A better historical understanding of these events helps us take into account a wider range of possibilities as we consider potential market and economic outcomes in the future.

Investing 52

Investing Investments Portfolio Management Clients 52