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.

Marketing 52

Marketing Marketing Taxes Economics 52

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. .”

Marketing 90

Marketing Marketing Medicine Taxes 90

Zoe Financial

OCTOBER 2, 2023

Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. Core PCE inflation numbers were better than expected. For the quarter it was down 3%. Nasdaq was down 6% for September. Bad quarter but still a good year. Potential recession worries. Concerns of a government shutdown.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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. However, beneath the headline number, consumer spending was cut to a 0.8 Answer: She bought house numbers. Thursday: Jobless Claims.

Marketing 91

Marketing Marketing Taxes Economics 91

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. Your mental health influences how you communicate with others, perform at work, and feel about yourself. EIA Petroleum Report.

Marketing 79

Marketing Marketing Taxes Economics 79

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88 Jobless Claims.

Taxes 80

Taxes Investment Advisor Numbers Investing 80

Calculated Risk

JANUARY 4, 2023

In determining the pace of future increases in the target range, participants judged that it would be appropriate to take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.

Risk Management 52

Risk Management Economics Numbers Communication 52

MarketWatch

JANUARY 31, 2023

economic growth remained robust to finish off last year, with the advance reading on fourth-quarter GDP released last week showed growth of 2.9% year-over-year, a headline number that was larger than economists’ expectations. Investors also cheered signs that the U.S.

Media 75

Media Communication Economics Numbers 75

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 85

Marketing Marketing Economics Taxes 85

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.

Marketing 100

Marketing Marketing Taxes Investment Advisor 100

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. 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.

Marketing 87

Marketing Marketing Taxes Economics 87

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. PMI Manufacturing Final. Construction Spending.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. 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.

Marketing 94

Marketing Marketing Taxes Economics 94

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. One industry that tends to be recession-resistant is finance.

Compliance 87

Compliance Budgeting Accounting Insurance 87

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.

Marketing 52

Marketing Marketing Economics Taxes 52

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.

Marketing 82

Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data. Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. 6 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). FOMC Minutes.

Marketing 59

Marketing Marketing Taxes Economics 59

WiserAdvisor

APRIL 12, 2024

Determining the optimal number of clients for a financial advisor depends on various factors, including individual preferences, business models, and client demographics. There is compelling evidence suggesting that the cognitive capacities of humans may impose a natural limit on the number of client relationships one can effectively manage.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

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. A weak retail sales number on Friday shaved the gains to close out the week. 5 This Week: Key Economic Data Tuesday: Housing Starts. Existing Home Sales.

Marketing 59

Marketing Marketing Medical Economics 59

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. Technology shares were the week’s big winners as investors appear to have turned to companies with earnings growth potential during a weakening economic environment. This Week: Key Economic Data.

Marketing 52

Marketing Marketing Taxes Economics 52

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).

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 20, 2023

1,2,3 Stocks March Higher A better-than-anticipated consumer inflation number on Tuesday sent bond yields sharply lower, igniting a powerful, exceptionally broad-based rally that saw 91% of all New York Stock Exchange volume advancing in price and a similarly substantial advance (85%) on the NASDAQ. FOMC Minutes. Jobless Claims.

Marketing 92

Marketing Marketing Taxes Economics 92

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).

Marketing 59

Marketing Marketing Economics Taxes 59

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.

Marketing 59

Marketing Marketing Economics Taxes 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. The Nasdaq Composite index rose 4.32% for the week.

Marketing 59

Marketing Marketing Economics Taxes 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

NOVEMBER 21, 2022

The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials. The economic picture, however, included some encouraging news as retail sales rose and producer price increases moderated. . This Week: Key Economic Data. Producer Prices Ease.

Marketing 59

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

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

DECEMBER 12, 2022

There was some good news last week on the economic front and out of China, which started to loosen COVID restrictions. But it was a week where good news was considered bad news, as any signs of economic resilience stoked worries of a longer rate-hike cycle. This Week: Key Economic Data. Producer Inflation Disappoints.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 14, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. Both numbers were below market expectations of 0.6% A look behind the numbers shows that October’s 7.7% This Week: Key Economic Data. Index of Leading Economic Indicators. Inflation Moderates.

Marketing 59

Marketing Marketing Economics Taxes 59

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ve partnered with the experts at The Retirement Learning Center to update advisors on how the retirement plan landscape has been altered by the 2020 economic crisis. I have a bachelor’s degree in economics, a master’s degree in marketing.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

International College of Financial Planning

OCTOBER 26, 2023

Building Relationships: Beyond the numbers and charts, their profession’s heart is the bond they share with their clients. As a financial advisor, it’s crucial to grasp the intricacies of financial products and understand the broader economic landscape. Customer-First Mentality: Your clients are your compass.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Gen Y Planning

FEBRUARY 1, 2023

Our generation has lived through some of modern history’s most monumental economic and social events. The average age of stressed millionaires (66) is lower than less-stressed millionaires (67) The number of investable assets between the two groups is equal ($1.75 Generation Y has, for lack of a better term, “been through it.”

Retirement 52

Retirement Financial Planning Financial Advisor Planning 52

Indigo Marketing Agency

DECEMBER 8, 2022

Something about our current volatile economic climate feels different. Regular reassurance: Yes, you’ve already communicated countless times about how to prepare for a bear market, but clients often forget these conversations. Apply the facts to their exact situation (to their numbers), and use real-life scenarios they can relate to.

Marketing 52

Marketing Marketing Financial Advisor Clients 52

Cornerstone Financial Advisory

FEBRUARY 20, 2023

Mixed Results As Interest Rate Concerns Grow Presented by Cornerstone Financial Advisory, LLC Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week. Year-over year, producer prices rose 6.0%, a slight improvement from December’s number.

Marketing 59

Marketing Marketing Distribution Taxes 59

Cornerstone Financial Advisory

MAY 30, 2023

This Week: Key Economic Data Tuesday: Consumer Confidence. Source: Econoday, May 26, 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 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

JANUARY 17, 2023

This Week: Key Economic Data. Source: Econoday, January 13, 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. Used car prices (-2.5%) were another bright spot.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59