James Hendries

SEPTEMBER 7, 2022

economy was in a recession, up from 53% in June and 48% in May.1 1 Yet many economic indicators, notably employment, remain strong. The NBER defines a recession as “a significant decline in economic activity that is spread across the economy and lasts more than a few months.” Business Cycle Dating.

Economy 52

Economy Economics Retail Tax Planning 52

Cornerstone Financial Advisory

FEBRUARY 27, 2023

FOMC Says Inflation Is Still Too High Presented by Cornerstone Financial Advisory, LLC Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week. However, members diverged on the economy, with some members finding the risk of recession elevated.

Economics 59

Economics Taxes Investment Advisor Investing 59

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.

Marketing 88

Marketing Marketing Economics Taxes 88

Abnormal Returns

NOVEMBER 6, 2022

awealthofcommonsense.com) A bear market allows you to restructure your portfolio without tax consequences. portfoliocharts.com) Crypto Used Bitcoin mining rigs are for sale at a big discount. tker.co) Economy The many ways the FOMC could mess things up. economy is missing a bunch of foreign-born workers.

Financial Advising 130

Financial Advising Economy Media Taxes 130

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.

Marketing 75

Marketing Marketing Economics Taxes 75

Cornerstone Financial Advisory

MARCH 11, 2024

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index.

Marketing 80

Marketing Marketing Insurance Taxes 80

Cornerstone Financial Advisory

OCTOBER 23, 2023

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. Existing home sales were weak, falling 2.0% Wednesday: New Home Sales.

Marketing 90

Marketing Marketing Taxes Economics 90

Cornerstone Financial Advisory

APRIL 29, 2024

The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. 4 On Thursday, markets slipped on two fresh pieces of economic data: a Gross Domestic Product (GDP) slowdown and higher consumer prices. Inflation Corporate earnings and economic reports battled it out last week.

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The Big Picture

JULY 27, 2022

I have detailed over the past decade or so the lagging nature of wages in America — deflationary in economic terms — and how that had begun to change in the late 2010s pre-pandemic. This attests to the robustness of the labor economy, recession or not. By any measure, we still have an enormous number of unfilled positions.

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Medicine Numbers Food Insurance 325

Zoe Financial

NOVEMBER 20, 2023

Economic Data – Stock rally attributes: Core CPI data came out better than expected. Retail sales did a little better than expected. Economy is slowing down a bit but there is no sign of a recession. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Zoe Financial

OCTOBER 23, 2023

Economic Updates: Stronger than expected retail sales, 0.7% If the economy is doing fairly well, it is unlikely that inflation will come down. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Well above 1.5%

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MARCH 11, 2024

Economic Updates: Job numbers for February: Headline number: 275,000 jobs added (above expectations). Retail sales. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 40

Marketing Marketing Taxes Economics 40

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. 3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Instead, investors interpreted it as confirmation of a robust economy. 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. 2 Source: YCharts.com, February 3, 2024.

Marketing 82

Marketing Marketing Taxes Economics 82

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 88

Marketing Marketing Economics Taxes 88

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 94

Marketing Marketing Taxes Economics 94

Zoe Financial

FEBRUARY 12, 2024

Economy did not see a recession despite various interest rate hikes. Retail sales. Stay tuned for next week. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

Zoe Financial

NOVEMBER 13, 2023

Economy seems to be cooling off while not at a recession, which might bring inflation down. Retail sales to see how the consumer is growing up. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Nasdaq was up 2.5%

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

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 . Factory Orders.

Marketing 84

Marketing Marketing Taxes Economics 84

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

WiserAdvisor

MARCH 19, 2024

The wealthy make strategic investments that help them grow their wealth, mitigate risks and minimize taxes. These investments serve not only to grow their wealth but also to protect it against market volatility and economic downturns. They are characterized by rapid economic growth and increasing integration with the global economy.

Investing 59

Investing Investments Financial Advisor Taxes 59

Zoe Financial

JANUARY 16, 2024

Economic data points: CPI data came in at 3.4% Retail Sales on Wednesday. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Economies and markets fluctuate.

Marketing 40

Marketing Marketing Wealth Management Taxes 40

Investing Caffeine

OCTOBER 2, 2023

Cash in consumer wallets and money in the bank help the economy keep chugging along at a healthy clip. Source: Trading Economics As long as consumers continue to hold a job, they will continue spending to buoy economic activity – remember, consumer spending accounts for roughly 70% of our country’s economic activity.

Economics 52

Economics Economy CFP Government 52

Zoe Financial

OCTOBER 16, 2023

Economic Updates: Oil prices were up 6% for the week. Coming up next week: Retail sales and housing starts. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Investing Caffeine

MARCH 1, 2023

I haven’t received my pilot’s license yet, but in trying to figure out whether the economy is heading for a hard landing, soft landing, or no landing, I’m planning to enroll in flight school soon! More recently, economic data has been flying in at an accelerating pace, which could mean the economy will stay in the air and have no landing.

Economy 59

Economy Economics License CFP 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. Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. Economic Growth Exceeds Expectations.

Marketing 89

Marketing Marketing Economics Taxes 89

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. What powered early-week gains? FOMC Minutes.

Marketing 59

Marketing Marketing Taxes Economics 59

Zoe Financial

AUGUST 22, 2023

economy losing some steam. Economic Data: July retail sales came in better than expected. China had some alarming news that might impact the global economy. Small caps are underperforming the broader market. Concerns around the U.S Unemployment rate remains abnormally low. GDP is mostly driven by consumption.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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 Week: Key Economic Data. Retail Sales. Friday: Existing Home Sales. Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Trade Brains

MAY 17, 2023

Fundamental Analysis Of Sonata Software : When the US economy took a hit, a direct impact could be seen on some of the most prominent Indian IT companies. The IT Industry in India took a significant beating due to the recession and economic slowdown. Profit After Tax (Rs. Dividend Per Share (In Rs) FY 18 2,453 192 10.5

Planning 98

Planning Retail Taxes Economy 98

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. The IRS changed their tax return.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MARCH 27, 2023

The Committee had considered leaving rates unchanged given banking stressors but unanimously voted to raise rates by 0.25%, citing elevated inflation, resilient economic activity, and a strong labor market. 5 This Week: Key Economic Data Tuesday: Consumer Confidence. ” – Melissa Viviane “Lizzo” Jefferson Who Can File Your Taxes?

Marketing 59

Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

OCTOBER 10, 2022

prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. This Week: Key Economic Data. Friday: Retail Sales. Jobless Claims. Bancorp (USB).

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 30, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. There was enough new economic data to support both the “recession is coming” and the “soft landing” camps. economy expanded at a 2.9% GDP Report The U.S.

Marketing 59

Marketing Marketing Economics Taxes 59

Zoe Financial

MAY 14, 2023

Economic Data: Core CPI came in as expected at 5.5% The Federal Reserve is in restrictive territory (trying to slow down the economy). April retails sales and expected earnings from a couple “proxies” for the economy. The S&P 500 was down 0.2% (essentially didn’t move). Low volatility.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

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. 6 This Week: Key Economic Data Tuesday: Retail Sales.

Marketing 52

Marketing Marketing Economics Taxes 52

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 Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Retail Sales. Index of Leading Economic Indicators. Thursday: Jobless Claims.

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