Cornerstone Financial Advisory

OCTOBER 2, 2023

6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. 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.

Marketing 94

Marketing Marketing Taxes Economics 94

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

OCTOBER 30, 2023

Institute for Supply Managers’ (ISM) Manufacturing Index. 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. Jobless Claims.

Marketing 100

Marketing Marketing Economics Taxes 100

Cornerstone Financial Advisory

MARCH 6, 2023

1,2,3 Stocks Resume Climb After rebounding to start the week, stocks weakened following higher inflation numbers out of Europe and higher-than-expected manufacturing activity. manufacturing activity contracted in February–the fourth consecutive month it has done so. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 8, 2024

1,2 All About The Fed On Wednesday, manufacturing news came in better than expected, lifting markets until the December Federal Open Market Committee meeting minutes were released, revealing that the Fed members had discussed rate cuts for 2024 but in no specific terms. a Registered Investment Advisor.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

DECEMBER 11, 2023

One AI chip manufacturer announced a new AI chip, followed by a mega-cap tech company unveiling an enhanced version of its AI model for business use. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 89

Marketing Marketing Taxes Economics 89

Cornerstone Financial Advisory

JANUARY 2, 2024

6 This Week: Key Economic Data Wednesday: Institute for Supply Management (ISM) Manufacturing Index. 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. Jobless Claims.

Taxes 83

Taxes Investment Advisor Numbers Investing 83

Cornerstone Financial Advisory

APRIL 29, 2024

ISM Manufacturing Index. 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. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 3, 2023

4 This Week: Key Economic Data Monday: Purchasing Managers’ Index (PMI) Manufacturing. Institute for Supply Management (ISM) Manufacturing Index. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 59

Marketing Marketing Taxes Economics 59

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. Lagging sectors were manufacturing, financial, and wholesale trade. a Registered Investment Advisor. in August and 5.2%

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

OCTOBER 31, 2022

Tuesday: Institute for Supply Management (ISM) Manufacturing Index. 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 89

Marketing Marketing Economics Taxes 89

Cornerstone Financial Advisory

JANUARY 3, 2023

Tuesday: Purchasing Managers’ Index (PMI)-Manufacturing. Institute of Supply Management (ISM) Manufacturing. 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.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 28, 2023

Institute for Supply Management (ISM) Manufacturing Index. 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 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 29, 2022

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. Institute for Supply Management (ISM) Manufacturing Index. a Registered Investment Advisor. Thursday: Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 23, 2023

Disappointing retail sales and manufacturing reports sparked concerns that the Fed may have gone too far in hiking rates, while a drop in initial jobless claims diminished chances of a near-term pause in rate hikes. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., Horton, Inc.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MAY 30, 2023

Institute of Supply Management (ISM) Manufacturing Index. 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. Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 17, 2022

companies from selling advanced semiconductor chips and related manufacturing equipment to China. Friday: Verizon Communications, Inc. (VZ), FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks weathered the news well but buckled on weak manufacturing and services data in subsequent days. 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.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 1, 2022

Monday: Institute for Supply Management (ISM) Manufacturing Index. 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 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

FEBRUARY 27, 2023

Wednesday: Institute for Supply Management (ISM) Manufacturing Index. 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.

Economics 59

Economics Taxes Investment Advisor Investing 59

Cornerstone Financial Advisory

JUNE 12, 2023

Cash rebates from a dealer or manufacturer for an item you buy. 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 59

Marketing Marketing Insurance Taxes 59

Cornerstone Financial Advisory

JANUARY 30, 2023

Institute for Supply Management (ISM) Manufacturing Index. 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 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MAY 1, 2023

The business inventory investment slowdown reduced the headline GDP number by 2.26%. 5 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 31, 2023

This Week: Key Economic Data Tuesday: Institute for Supply Management (ISM) Manufacturing Index. 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.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

DECEMBER 5, 2022

Purchasing Managers’ Index (PMI) Manufacturing. 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. Factory Orders.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 28, 2022

Purchasing Managers’ Index (PMI) Manufacturing. 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 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

OCTOBER 3, 2022

Monday: Institute for Supply Management (ISM) Manufacturing Index. 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 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 27, 2022

Friday: Institute for Supply Management (ISM) Manufacturing Index. 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 52

Marketing Marketing Taxes Education 52

Cornerstone Financial Advisory

APRIL 24, 2023

Poor earnings results hit communication services stocks and regional banks, while margin pressures put pressure on auto stock valuations. Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), The forecasts also are subject to revision. VZ), Visa, Inc. (V), V), Alphabet, Inc.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 16, 2024

6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. 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 98

Marketing Marketing Taxes Economics 98

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. We have consumer discretionary, communications and information technology doing really well, and then everything else (utilities, material, health care, energy, etc.) markets, however, comes from a narrow band of tech consumer and communication stocks.

Marketing 52

Marketing Marketing Banking Numbers 52