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.

Marketing 80

Marketing Marketing Insurance Taxes 80

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 90

Marketing Marketing Taxes Economics 90

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 MSCI EAFE index, which tracks developed overseas stock markets, gained 3.12%. stock market.

Marketing 102

Marketing Marketing Taxes Economics 102

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 87

Marketing Marketing Economics Taxes 87

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. 1 Economic news also helped boost markets. Individuals cannot directly invest in unmanaged indexes.

Marketing 75

Marketing Marketing Economics Taxes 75

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 100

Marketing Marketing Economics Taxes 100

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. The MSCI EAFE index, which tracks developed overseas stock markets, increased 3.36%. Both were below market forecasts.

Marketing 95

Marketing Marketing Taxes Economics 95

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. The return and principal value of investments will fluctuate as market conditions change.

Marketing 84

Marketing Marketing Taxes Economics 84

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 MSCI EAFE index, which tracks developed overseas stock markets, was flat (+0.03%).

Marketing 86

Marketing Marketing Taxes Economics 86

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. The MSCI EAFE index, which tracks developed overseas stock markets, fell 1.95%. stock market.

Marketing 94

Marketing Marketing Taxes Economics 94

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 market rally extended into Tuesday, with investors cheering positive corporate earnings reports.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 11, 2023

Weekly Market Insights: Stocks Spark Late Week Rally A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The MSCI EAFE index, which tracks developed overseas stock markets, was up 0.37%. The MSCI EAFE index, which tracks developed overseas stock markets, was up 0.37%.

Marketing 89

Marketing Marketing Taxes Economics 89

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. stock market.

Marketing 92

Marketing Marketing Medicine Taxes 92

Brown Advisory

APRIL 20, 2022

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 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. Markets opened lower on Friday as investors wrestled with the conflicting inflation reports. stock market.

Marketing 52

Marketing Marketing Taxes Economics 52

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. The MSCI EAFE index, which tracks developed overseas stock markets, fell 2.37%. 4 All About Jobs The labor market remains resilient. Jobless Claims.

Marketing 88

Marketing Marketing Taxes Economics 88

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. The MSCI EAFE index, which tracks developed overseas stock markets, picked up 2.71%. stock market.

Marketing 88

Marketing Marketing Economics Taxes 88

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

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. The MSCI EAFE index, which tracks developed overseas stock markets, tumbled 2.57%. Thursday: Producer Price Index (PPI).

Marketing 92

Marketing Marketing Taxes Economics 92

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 MSCI EAFE index, which tracks developed overseas stock markets, advanced by 3.34%.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 17, 2023

The MSCI EAFE index, which tracks developed overseas stock markets, added 2.08%. Stocks rallied on a favorable March consumer inflation report, only to falter after the release of last month’s Federal Open Market Committee (FOMC) meeting minutes, which hinted at a potential recession later this year. stock market. stock market.

Marketing 59

Marketing Marketing Medical Economics 59

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. The MSCI EAFE index, which tracks developed overseas stock markets, slumped 2.83%.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

OCTOBER 31, 2022

The MSCI EAFE index, which tracks developed overseas stock markets, gained 4.89%. Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. This market bifurcation was evident in the divergence in the performance of the Dow Industrials and the Nasdaq. stock market. Factory Orders.

Marketing 89

Marketing Marketing Economics Taxes 89

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. The Nasdaq Composite Index slumped 0.57% for the week.

Marketing 52

Marketing Marketing Taxes Economics 52

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. The MSCI EAFE index, which tracks developed overseas stock markets, lost 0.47%.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 9, 2023

The MSCI EAFE index, which tracks developed overseas stock markets, added 0.90%. A new year did little to change the market’s overall tenor as trading remained choppy. The Labor Market Juggernaut . Employment reports last week indicated that the Fed might need to wait a bit longer for evidence of a fading labor market.

Marketing 59

Marketing Marketing Economics Taxes 59

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

NOVEMBER 21, 2022

Weekly Market Insights: Markets Down Ahead Of Thanksgiving Holiday. The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials. The MSCI EAFE index, which tracks developed overseas stock markets, fell 0.88%. Stocks Slip. consensus estimate.

Marketing 59

Marketing Marketing Taxes Economics 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. stock market. from a year ago.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MAY 30, 2023

Weekly Market Insights: Debt Talks Optimism Keeps Eyes On D.C. Presented by Cornerstone Financial Advisory, LLC Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. The MSCI EAFE index, which tracks developed overseas stock markets, sank 2.92%.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 23, 2023

The MSCI EAFE index, which tracks developed overseas stock markets, lost 0.50%. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Economics Taxes 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. The MSCI EAFE index, which tracks developed overseas stock markets, rose 0.95%. The return and principal value of investments will fluctuate as market conditions change.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

AUGUST 14, 2023

Weekly Market Insights: Summertime Blues For The Markets Presented by Cornerstone Financial Advisory, LLC Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The MSCI EAFE index, which tracks developed overseas stock markets, rose 0.50%.

Marketing 52

Marketing Marketing Taxes Economics 52

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. Individuals cannot directly invest in unmanaged indexes.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 12, 2023

Markets March Into Positive Territory Continues. The MSCI EAFE index, which tracks developed overseas stock markets, rose 0.44%. 1,2,3 Stocks Edge Higher Stocks bumped along the flatline for much of the week ahead of this week’s two inflation reports and the June meeting of the Federal Open Market Committee.

Marketing 59

Marketing Marketing Insurance Taxes 59

Cornerstone Financial Advisory

AUGUST 29, 2022

The MSCI EAFE index, which tracks developed overseas stock markets, lost 1.10%. While his comments did not break new ground, markets reacted severely, perhaps on worries that interest rate hikes may continue into next year. The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 22, 2022

The MSCI EAFE index, which tracks developed overseas stock markets, fell 0.88%. The market rally that began in mid-June paused last week. Minutes from July’s Federal Open Market Committee meeting indicated that additional rate hikes would be needed to help manage inflation. PANW), Zoom Video Communications, Inc. (ZM).

Marketing 59

Marketing Marketing Economics Taxes 59