Cornerstone Financial Advisory

OCTOBER 23, 2023

Weekly Market Insights: Stocks Retreat Despite Solid Earnings Presented By Cornerstone Financial Advisory, LLC Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. Individuals cannot directly invest in unmanaged indexes.

Marketing 105

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Cornerstone Financial Advisory

MARCH 11, 2024

Weekly Market Insights: Markets Take A Breather After Mixed Week Presented by Cornerstone Financial Advisory, LLC Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. When sold, investments may be worth more or less than their original cost.

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Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

MARCH 4, 2024

Weekly Market Insights: Tech And AI Lead Another Advancing Week Presented by Cornerstone Financial Advisory, LLC Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. The return and principal value of investments will fluctuate as market conditions change.

Marketing 101

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Cornerstone Financial Advisory

JUNE 3, 2024

Weekly Market Insights: Stocks Sag On Downbeat Economic Indicators Presented by Cornerstone Financial Advisory, LLC Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. The return and principal value of investments will fluctuate as market conditions change.

Marketing 52

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Ballast Advisors

AUGUST 16, 2023

Disclosures: The opinions expressed herein are those of Ballast Advisors, LLC and are subject to change without notice. The third-party material presented has been derived from sources Ballast Advisors considers to be reliable, but the accuracy and completeness cannot be guaranteed.

Accounting 52

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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. IRS.gov, July 27, 2023 8.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Weekly Market Insights: Short Week Strong For Stocks Presented by Cornerstone Financial Advisory, LLC Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The return and principal value of investments will fluctuate as market conditions change.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The return and principal value of investments will fluctuate as market conditions change. IRS.gov, May 30, 2023.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 9, 2023

Weekly Market Insights: Stocks Rally After Strong Jobs Report Presented by Cornerstone Financial Advisory, LLC A Friday rally overcame a shaky week, sending stocks mostly higher. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, October 6, 2023 8.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

APRIL 22, 2024

Weekly Market Insights: Fed And Middle East Conflict Diminish Stocks Presented by Cornerstone Financial Advisory, LLC Stocks fell for a third straight week, as Fed Chair Jerome Powell’s mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. Individuals cannot directly invest in unmanaged indexes.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Weekly Market Insights: November Rally Continues Presented by Cornerstone Financial Advisory, LLC Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

AUGUST 7, 2023

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. IRS.gov, October 7, 2022 8.

Marketing 98

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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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 30, 2023

Weekly Market Insights: Stocks Retreat On Cautious Earnings Reports Presented by Cornerstone Financial Advisory, LLC Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market.

Marketing 105

Marketing Marketing Economics Taxes 105

Ballast Advisors

NOVEMBER 14, 2023

The third-party material presented is derived from sources Ballast Advisors consider to be reliable, but the accuracy and completeness cannot be guaranteed. This material is for informational purposes only and should not be considered investment advice. Broadridge Investor Communication Solutions, Inc.

Insurance 52

Insurance Taxes Planning Medical 52

Cornerstone Financial Advisory

MAY 28, 2024

Weekly Market Insights: AI Rules Big Week For Tech Stocks Presented by Cornerstone Financial Advisory, LLC Last week’s stock performance was mixed, following investors’ reaction to the Fed’s May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 28, 2023

Weekly Market Insights: Stocks Retreat; Powell Talk Goes Hawk Presented by Cornerstone Financial Advisory, LLC Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. Individuals cannot directly invest in unmanaged indexes.

Marketing 52

Marketing Marketing Economics Taxes 52

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. The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 10, 2023

Weekly Market Insights: Stocks Stumble With CPI On Deck Presented by Cornerstone Financial Advisory, LLC Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 105

Marketing Marketing Taxes Economics 105

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. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM)

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MAY 21, 2024

Weekly Market Insights: Investors Anticipate Fed Rate Change Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 52

Marketing Marketing Taxes Economics 52

Ballast Advisors

AUGUST 18, 2023

There is no assurance that working with a financial professional will improve investment results. Younger workers were more likely than older workers to say they would cash out the plan and put the money into another investment or savings account or buy a guaranteed income product. Broadridge Investor Communication Solutions, Inc.

Retirement 52

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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. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 15, 2024

Weekly Market Insights: Stocks Startled By Inflation, Conflict Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions. The return and principal value of investments will fluctuate as market conditions change. stock market.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 31, 2022

Presented by Cornerstone Financial Advisory, LLC. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. Individuals cannot directly invest in unmanaged indexes.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

APRIL 17, 2023

Presented by Cornerstone Financial Advisory, LLC The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. When sold, investments may be worth more or less than their original cost.

Marketing 59

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Cornerstone Financial Advisory

APRIL 29, 2024

Weekly Market Insights: Despite Turbulent Week, Stocks Stage Comeback Presented by Cornerstone Financial Advisory, LLC Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The return and principal value of investments will fluctuate as market conditions change. stock market.

Marketing 52

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ClearMoney

DECEMBER 14, 2021

The following is provided by Dimensional Fund Advisors. 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.

Investing 52

Investing Investments Commission Distribution 52

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. “Kindness eases change. What is this word?

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 29, 2022

Presented by Cornerstone Financial Advisory, LLC. Wall Street focused on Powell’s presentation in the hope it might provide greater clarity on future Fed direction, though his remarks ultimately went no further than restating past communications. When sold, investments may be worth more or less than their original cost.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 24, 2023

Weekly Market Insights: Stocks Advance And Retreat On Mixed News Presented by Cornerstone Financial Advisory, LLC Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. Individuals cannot directly invest in unmanaged indexes.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

AUGUST 1, 2022

Presented by Cornerstone Financial Advisory, LLC. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. Individuals cannot directly invest in unmanaged indexes.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

MAY 22, 2023

Despite Stall, Debt Deal Optimism Cheers Markets Presented by Cornerstone Financial Advisory, LLC Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM)

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 12, 2023

Presented by Cornerstone Financial Advisory, LLC A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. What is this word? stock market.

Marketing 59

Marketing Marketing Insurance Taxes 59

Cornerstone Financial Advisory

JANUARY 9, 2023

Presented by Cornerstone Financial Advisory, LLC. The Fed has communicated that it’s looking for weakening in the labor market before it can feel confident higher rates are working to slow inflation. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 59

Marketing Marketing Economics Taxes 59

Ballast Advisors

SEPTEMBER 22, 2023

The third-party material presented is derived from sources Ballast Advisors consider to be reliable, but the accuracy and completeness cannot be guaranteed. This material is for informational purposes only and should not be considered investment advice. Broadridge Investor Communication Solutions, Inc.

Taxes 40

Taxes Certification Investment Advisor Communication 40