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%

Marketing 88

Marketing Marketing Taxes Economics 88

Cornerstone Financial Advisory

MARCH 4, 2024

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. Finally, the PCE report also reflected an ongoing consumer shift from goods to services—a sign the economy continues to normalize after the pandemic.

Marketing 74

Marketing Marketing Economics Taxes 74

Good Financial Cents

DECEMBER 14, 2022

Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role. Communication Skills. Finance is a complex field, and communicating effectively is essential for success. Senior Accountants. Financial Reporting Skills.

Compliance 87

Compliance Budgeting Accounting Insurance 87

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

FEBRUARY 5, 2024

Instead, investors interpreted it as confirmation of a robust economy. Your mental health influences how you communicate with others, perform at work, and feel about yourself. 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 81

Marketing Marketing Taxes Economics 81

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. Stocks Bounce Back. The big economic news was that Q1 GDP grew at a 1.6

Marketing 52

Marketing Marketing Taxes Economics 52

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. The forecasts also are subject to revision. ZM) Tuesday: Lowe’s Companies, Inc.

Marketing 59

Marketing Marketing Taxes Economics 59

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 .

Marketing 83

Marketing Marketing Taxes Economics 83

International College of Financial Planning

MAY 30, 2023

Impact of Ethics on Finance and the Economy. Moreover, adhering to ethical principles mitigates the risk of financial crises, safeguarding individual well-being and the wider economy. Fostering open communication about ethical concerns. Providing ongoing education and training.

Ethics 40

Ethics Compliance Education Clients 40

Brown Advisory

JUNE 16, 2021

economy, seem poised to benefit from a potential postpandemic rebound. The strong price appreciation has resulted in a commensurate rise in valuations and a tsunami of new deal issuance in these areas. With over 2,000 stocks, access to financing and a highly innovative economy and culture, U.S. And for good reason: U.S.

Valuation 52

Valuation Investing Investments Government 52

Brown Advisory

JUNE 16, 2021

economy, seem poised to benefit from a potential postpandemic rebound. The strong price appreciation has resulted in a commensurate rise in valuations and a tsunami of new deal issuance in these areas. With over 2,000 stocks, access to financing and a highly innovative economy and culture, U.S. With record 94.8% Source: FactSet.

Valuation 52

Valuation Investing Investments Government 52

Trade Brains

DECEMBER 22, 2022

Top 10 IT Stocks in 2023: The IT sector is known to be one of the most crucial industries in our global economy as it is the major driver of employment and also this sector keeps growing and evolving with time and increasing technological advancements in. 3 billion market valuation, after TCS and Infosys. 3 billion market valuation.

Consulting 52

Consulting Marketing Marketing Engineering 52

Trade Brains

OCTOBER 12, 2023

The company entered into development and engineering service providers in automotive, media, broadcast, communications, and healthcare. Elxsi has an upper hand in NPM as well and in comparison with KPIT, the margins of both companies can tend to slow down due to a slowdown in the global economy. and 24.01% in FY23.

Planning 105

Planning Engineering Healthcare Manufacturing 105

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. However, beneath the headline number, consumer spending was cut to a 0.8 percent rise from its earlier estimate of 1.7

Marketing 93

Marketing Marketing Taxes Economics 93

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. 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. Source: YCharts.com, January 6, 2024.

Marketing 82

Marketing Marketing Taxes Economics 82

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.

Clients 52

Clients Taxes Investing Investments 52

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

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. 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 87

Marketing Marketing Economics Taxes 87

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

AUGUST 29, 2022

Stocks rallied on Thursday, sparked by a revised Gross Domestic Product estimate showing the economy’s shrinking less than initially estimated. 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. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

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). The committee indicated that they might slow rate hikes to determine the impact of previous rate increases.

Marketing 59

Marketing Marketing Economics Taxes 59

Dear Mr. Market

MARCH 17, 2024

5 seed Targa Resources ( TRGP ) knocks out #11 Charter Communications ( CHTR ). EOG is poised to breakout and trades at bargain valuation of about nine times earnings (relative to the S&P at 23 times earnings and a touch under the overall energy sector of 12 times earnings). While we absolutely nailed being bullish on the U.S.

Investing 105

Investing Investments Portfolio Assets 105

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.

Marketing 88

Marketing Marketing Economics Taxes 88

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 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. Last week a different narrative emerged.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

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. 5 This Week: Key Economic Data Tuesday: Consumer Confidence. Thursday: Jobless Claims. Gross Domestic Product (GDP).

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 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 Economics Taxes 59

Brown Advisory

JUNE 2, 2016

They should exercise caution when reaching for yield—valuations of some high-dividend, low-growth stocks already look excessive in our view. We cannot predict with certainty the ultimate impact of negative rates on the economy or financial markets. This communication and any accompanying documents are confidential and privileged.

Banking 52

Banking Economics Communication Assets 52

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.

Economics 59

Economics Taxes Investment Advisor Investing 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. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

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. GDP Report The U.S. but down from the third quarter’s 3.2% growth rate.

Marketing 59

Marketing Marketing Economics Taxes 59

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 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

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. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

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. 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 52

Marketing Marketing Taxes Economics 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., FACT: The tariffs announced so far in 2018 affect a small sliver of the global economy. We need to build portfolios on a foundation of facts. 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., FACT: The tariffs announced so far in 2018 affect a small sliver of the global economy. We need to build portfolios on a foundation of facts. of total imports.

Economy 52

Economy Portfolio Clients Sales 52