Weekend Reading For Financial Planners (May 11-12)
Nerd's Eye View
MAY 10, 2024
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Communication Economics Investments Valuation 
Weekly Economic Insight – February 27, 2023
Cornerstone Financial Advisory
FEBRUARY 27, 2023
FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Thursday: Jobless Claims.
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March Madness: Final Four Investing Bracket 2024
Dear Mr. Market
MARCH 17, 2024
My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.
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Weekly Market Insights – February 26, 2024
Cornerstone Financial Advisory
FEBRUARY 26, 2024
Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.
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#FA Success Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall, With Eric Roberge
Nerd's Eye View
JUNE 27, 2023
In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)
10 Friday AM Reads
The Big Picture
JULY 21, 2023
History shows that we don’t have to be satisfied with the economic and intellectual limits of the age in which we live ( Discourse ) • The Best Way to Save American Lives on the Road : France, unlike America, but like almost every other rich country on earth, has worked out how to make its roads safer. Don’t buy it. Don’t buy it.
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Weekly Market Insights – March 18, 2024
Cornerstone Financial Advisory
MARCH 18, 2024
5 This Week: Key Economic Data Monday: Housing Market Index. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.
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Weekly Market Insights – February 5, 2024
Cornerstone Financial Advisory
FEBRUARY 5, 2024
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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.
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Weekly Market Insights – January 29, 2024
Cornerstone Financial Advisory
JANUARY 29, 2024
Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Core inflation was 3.2%
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Weekly Market Insights – October 30, 2023
Cornerstone Financial Advisory
OCTOBER 30, 2023
Economic data released on Thursday showed remarkable economic strength, with above-consensus forecast growth in third-quarter Gross Domestic Product (GDP) and September’s durable goods orders, with only a minor uptick in initial jobless claims. 5 This Week: Key Economic Data Wednesday: FOMC Announcement. Jobless Claims.
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Weekly Market Insights – April 22, 2024
Cornerstone Financial Advisory
APRIL 22, 2024
6 This Week: Key Economic Data Tuesday: PMI Composite. Source: Investors Business Daily – Econoday economic calendar; April 18, 2024 The Econoday economic calendar lists upcoming U.S. This Week: Companies Reporting Earnings Monday: Verizon Communications Inc. (VZ) New Home Sales. Durable Goods. Consumer Sentiment.
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Weekly Market Insights – October 23, 2023
Cornerstone Financial Advisory
OCTOBER 23, 2023
Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. 6,7 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI). Durable Goods Orders.
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Weekly Market Insights – December 18, 2023
Cornerstone Financial Advisory
DECEMBER 18, 2023
6 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. Source: Econoday, December 15, 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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Weekly Market Insights – March 4, 2024
Cornerstone Financial Advisory
MARCH 4, 2024
1 Economic news also helped boost markets. Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. 3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales. Tuesday: Factory Orders.
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Weekly Market Insights – April 29, 2024
Cornerstone Financial Advisory
APRIL 29, 2024
4 On Thursday, markets slipped on two fresh pieces of economic data: a Gross Domestic Product (GDP) slowdown and higher consumer prices. Earnings Vs. Inflation Corporate earnings and economic reports battled it out last week. The big economic news was that Q1 GDP grew at a 1.6 But by midday, selling pressure slowed.
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Weekly Market Insights – March 11, 2024
Cornerstone Financial Advisory
MARCH 11, 2024
6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.
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Weekly Market Insights – November 6, 2023
Cornerstone Financial Advisory
NOVEMBER 6, 2023
5 This Week: Key Economic Data Thursday: Jobless Claims. Source: Econoday, November 3, 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. Friday: Consumer Sentiment.
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Investment Insights: What you need to know about Technology in 2021
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. It should not be assumed that investments in such securities have been or will be profitable.
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Investment Insights: What you need to know about Technology in 2021
Brown Advisory
FEBRUARY 5, 2021
Investment Insights: What you need to know about Technology in 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. MORE ON THIS TOPIC.
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Weekly Market Insights – April 1, 2024
Cornerstone Financial Advisory
APRIL 1, 2024
Weekly Market Insights: Stocks Narrowly Higher Presented by Cornerstone Financial Advisory, LLC Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. Conflicting economic news on Monday and Tuesday contributed to the slide. Individuals cannot directly invest in unmanaged indexes.
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Weekly Market Insights – September 4, 2023
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.
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Weekly Market Insights – November 27, 2023
Cornerstone Financial Advisory
NOVEMBER 27, 2023
They further said that future rate decisions will be based on fresh economic data, offering no indication that a rate cut was forthcoming, as many analysts are increasingly anticipating for 2024. This Week: Key Economic Data Monday: New Home Sales. Source: Econoday, November 24, 2023 The Econoday economic calendar lists upcoming U.S.
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Weekly Market Insights – October 2, 2023
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.)
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Weekly Market Insights – January 8, 2024
Cornerstone Financial Advisory
JANUARY 8, 2024
3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. Source: Investor’s Business Daily, Econoday economic calendar; January 5, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.
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Weekly Insights – December 25, 2023
Cornerstone Financial Advisory
DECEMBER 26, 2023
6 This Week: Key Economic Data Thursday: Jobless Claims. Source: Econoday, December 22, 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. IRS.gov, October 23, 2023 8.
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Weekly Market Insights – April 15, 2024
Cornerstone Financial Advisory
APRIL 15, 2024
5,6 This Week: Key Economic Data Monday: Retail Sales. Source: Investors Business Daily – Econoday economic calendar; April 11, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.
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Weekly Market Insights – November 20, 2023
Cornerstone Financial Advisory
NOVEMBER 20, 2023
6 This Week: Key Economic Data Tuesday: Existing Home Sales. Source: Econoday, November 17, 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. FOMC Minutes.
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Weekly Market Insights – August 7, 2023
Cornerstone Financial Advisory
AUGUST 7, 2023
6 This Week: Key Economic Data Thursday: Consumer Price Index (CPI). Consumer Sentiment Source: Econoday, August 4, 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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Weekly Market Insights – December 11, 2023
Cornerstone Financial Advisory
DECEMBER 11, 2023
5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Econoday, December 8, 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. FOMC Announcement.
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Weekly Market Insights – April 3, 2023
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. 4 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index.
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Weekly Market Insights – October 9, 2023
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.
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Weekly Market Insights – August 21, 2023
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. 5 This Week: Key Economic Data Tuesday: Existing Home Sales. New Home Sales.
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Weekly Market Insight – October 31, 2022
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.
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Weekly Market Insights – August 14, 2023
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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Weekly Market Insights – April 17, 2023
Cornerstone Financial Advisory
APRIL 17, 2023
After reports of a more pronounced slowdown in producer prices on Thursday, stocks surged higher, with technology and communication services companies leading the charge. 5 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. Individuals cannot directly invest in unmanaged indexes.
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Weekly Insights – January 1, 2024
Cornerstone Financial Advisory
JANUARY 2, 2024
Remember that past performance does not guarantee future results, and individuals cannot invest directly in an index. 6 This Week: Key Economic Data Wednesday: Institute for Supply Management (ISM) Manufacturing Index. Source: Econoday, December 29, 2023 The Econoday economic calendar lists upcoming U.S. Jobless Claims.
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Weekly Market Insights – July 10, 2023
Cornerstone Financial Advisory
JULY 10, 2023
5 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Source: Econoday, July 7 , 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.
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Weekly Market Insights – June 19, 2023
Cornerstone Financial Advisory
JUNE 19, 2023
Weekly Market Insights: Stocks Climb After Fed Pause Presented by Cornerstone Financial Advisory, LLC Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience. Index of Leading Economic Indicators.
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Weekly Market Insights – January 23, 2023
Cornerstone Financial Advisory
JANUARY 23, 2023
Mixed Results Following Weak Economic Data Presented by Cornerstone Financial Advisory, LLC Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. economic growth is consumer spending. Thurday: Gross Domestic Product (GDP).
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Demystifying Systematic Fixed Income Investing
ClearMoney
DECEMBER 14, 2021
Systematic, or factor-based, investing has become quite common in equities. The many parallels between Dimensional’s equity and fixed income approaches provide an opportunity to demystify systematic bond investing through the familiar lens of our approach in equities. The following is provided by Dimensional Fund Advisors.
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Weekly Market Insights – January 9, 2023
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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Weekly Market Insight – August 22, 2022
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.
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Weekly Market Insights – May 22, 2023
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. When sold, investments may be worth more or less than their original cost.
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Weekly Market Insights – August 28, 2023
Cornerstone Financial Advisory
AUGUST 28, 2023
Stocks resumed their rally on weak economic data, which fueled hopes for future Fed dovishness. Powell Stands Firm Powell spoke on Friday at the Fed’s annual economic symposium in Jackson Hole, asserting that, despite considerable progress, inflation remained too high and additional rate hikes may be in the offing.
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