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 Thursday: Motor Vehicle Sales.

Marketing 52

Marketing Marketing Taxes Economics 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. Existing Home Sales. Index of Leading Economic Indicators. New Home Sales. Wednesday: Consumer Confidence. Jobless Claims.

Marketing 94

Marketing Marketing Taxes Economics 94

NAIFA Advisor Today

DECEMBER 14, 2022

After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago. She also received her BA in philosophy from the University of Maryland.

Wealth Accumulation 80

Wealth Accumulation Insurance Financial Advisor Communication 80

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. New home sales in February slipped 0.3

Marketing 52

Marketing Marketing Economics Taxes 52

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. 4 Retail Sales Surprise Retail sales jumped 0.7% New Home Sales.

Marketing 52

Marketing Marketing Economics Taxes 52

Calculated Risk

MAY 24, 2023

Since rates have been so volatile and for-sale inventory still scarce, we have yet to see sustained growth in purchase applications. debt ceiling and communication from several Federal Reserve officials last week, which sent Treasury yields higher, along with mortgage rates. The 30-year fixed rate increased to 6.69

Communication 98

Communication Economy Economics Sales 98

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. ISM Services Index.

Marketing 72

Marketing Marketing Economics Taxes 72

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. It should not be considered a solicitation for the purchase or sale of the securities. EIA Petroleum Report.

Marketing 79

Marketing Marketing Taxes Economics 79

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%

Marketing 83

Marketing Marketing Economics Taxes 83

Cornerstone Financial Advisory

APRIL 15, 2024

5,6 This Week: Key Economic Data Monday: Retail Sales. Existing Home Sales. Source: Investors Business Daily – Econoday economic calendar; April 11, 2024 The Econoday economic calendar lists upcoming U.S. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 52

Marketing Marketing Taxes Economics 52

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.

Marketing 97

Marketing Marketing Economics Taxes 97

Cornerstone Financial Advisory

MARCH 11, 2024

6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Retail Sales. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 77

Marketing Marketing Insurance Taxes 77

Cornerstone Financial Advisory

DECEMBER 26, 2023

in November, reaching levels not seen since May, while existing home sales rebounded 0.8%, reversing five straight months of declines. Existing home sales have been hurt by low inventory since many homeowners with low-rate mortgages are hesitant to move and take on a higher-rate mortgage. New home construction rose 14.8%

Taxes 98

Taxes Investment Advisor Sales Investing 98

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

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. 4 Consumers Retrench Retail sales fell 1.1% New Home Sales.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 6, 2023

The combination on Wednesday of the Fed’s decision to keep rates unchanged, which accompanied dovish comments from Fed Chair Powell, and a reassuring Treasury announcement on future bond sales, sparked a third straight day of gains. 5 This Week: Key Economic Data Thursday: Jobless Claims. Friday: Consumer Sentiment.

Marketing 100

Marketing Marketing Taxes Investment Advisor 100

Cornerstone Financial Advisory

NOVEMBER 20, 2023

The rally paused in the final days of trading as stocks digested their gains and investors assessed weak retail sales and industrial production reports and a rise in continuing jobless claims. 6 This Week: Key Economic Data Tuesday: Existing Home Sales. Over the last 12 months, wholesale prices rose just 1.3%. FOMC Minutes.

Marketing 92

Marketing Marketing Taxes Economics 92

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. Tuesday: Consumer Confidence. Wednesday: Gross Domestic Product (GDP).

Marketing 82

Marketing Marketing Taxes Economics 82

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. Thursday: Existing Home Sales.

Marketing 59

Marketing Marketing Economics Taxes 59

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

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.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

DECEMBER 11, 2023

5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Thursday: Retail Sales. 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.

Marketing 85

Marketing Marketing Taxes Economics 85

Cornerstone Financial Advisory

MAY 22, 2023

1,2,3 Possible Debt Deal After stumbling on weak April retail sales and a combination of disappointing earnings and weak guidance from a major retailer, stocks moved higher mid-week as the news on the debt negotiations turned more positive. decline in April existing home sales. New Home Sales. Wednesday: FOMC Minutes.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 24, 2023

5 Sales of existing homes were also lower in June, declining by 3.3%, owing to a persistently low inventory level. Year-over-year sales were lower by 18.9%. 6 This Week: Key Economic Data Monday: Purchasing Managers’ Index (PMI) Composite Flash. New Home Sales. After a massive 21.7% Tuesday: Consumer Confidence.

Marketing 52

Marketing Marketing Taxes Investment Advisor 52

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. New Home Sales. Wednesday: Durable Goods Orders.

Marketing 59

Marketing Marketing Economics Taxes 59

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 91

Marketing Marketing Taxes Economics 91

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. It should not be considered a solicitation for the purchase or sale of the securities. also helped sentiment.

Marketing 80

Marketing Marketing Taxes Economics 80

Nationwide Financial

JUNE 26, 2023

Consumer discretionary, communication devices, and financials are expected to show solid growth, with energy, materials, health care, and technology expected to decline. The positive inflection in earnings estimates is increasingly necessary, as the S&P 500 currently trades at 19x forward earnings, above the long-term average of 17x.

Marketing 52

Marketing Marketing Communication Sales 52

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. New Home Sales.

Marketing 59

Marketing Marketing Taxes Economics 59

Investment Writing

FEBRUARY 13, 2024

Flash sale on Financial Blogging I plan to run a flash sale on the PDF version of my book, Financial Blogging: How to Write Powerful Posts That Attract Clients. Susan has an exceptional ability to tailor investment communications to the sophistication level of any audience. Watch your email for details in the week of Feb.

Clients 52

Clients Investing Investments Sales 52

Investment Writing

FEBRUARY 13, 2024

Flash sale on Financial Blogging I plan to run a flash sale on the PDF version of my book, Financial Blogging: How to Write Powerful Posts That Attract Clients. Susan has an exceptional ability to tailor investment communications to the sophistication level of any audience. Watch your email for details in the week of Feb.

Clients 52

Clients Investing Investments Sales 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. (OKE)

Marketing 90

Marketing Marketing Medicine Taxes 90

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. (PNC),

Marketing 84

Marketing Marketing Taxes Investment Advisor 84

Cornerstone Financial Advisory

DECEMBER 19, 2022

Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week. The potential for higher rates for longer, along with disappointing economic data, particularly a sharp decline in retail sales, amplified fears of a recession and sent stocks lower for the remainder of the week.

Marketing 59

Marketing Marketing Economics Taxes 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. Economic Growth Exceeds Expectations. This Week: Key Economic Data. The Nasdaq Composite index added 2.24% for the week.

Marketing 85

Marketing Marketing Economics Taxes 85

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. 5 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI) Flash.

Marketing 59

Marketing Marketing Distribution Taxes 59

Cornerstone Financial Advisory

JULY 18, 2022

dollar continued to climb, reflecting global economic weakness. Also helping the Friday rally was a strong retail sales report and additional second-quarter company reports. This Week: Key Economic Data. Wednesday: Existing Home Sales. Index of Leading Economic Indicators. . Friday: Verizon Communications, Inc.

Marketing 52

Marketing Marketing Economics Taxes 52