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Weekly Market Insights – April 22, 2024

Cornerstone Financial Advisory

A bit of good news punctuated an otherwise sour Monday, as a stronger-than-expected retail sales report showed consumers were spending despite rising inflation. Retail sales increased 0.7% 6 This Week: Key Economic Data Tuesday: PMI Composite. New Home Sales. Pending Home Sales. Jobless Claims. Consumer Sentiment.

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10 Sunday Reads

The Big Picture

My Sunday morning look at incompetency, corruption and policy failures: • Inside a Sales Army Turning a Tax Break Into a Modern-Day Gold Rush : Thousands of individuals are referring neighbors and local businesses to a firm that has pursued billions in IRS refunds and created a bonanza for itself. Avert your eyes!

Ethics 130
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Weekly Market Insights – April 10, 2023

Cornerstone Financial Advisory

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data. 6 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Friday: Retail Sales. Source: Econoday, April 7, 2023 The Econoday economic calendar lists upcoming U.S. FOMC Minutes.

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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

Investment advisors analyze market trends, assess the client’s economic situation, and develop personalized investment strategies tailored to their goals and risk tolerance. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management.

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Monkeys Go Home

Inside Information

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ I’m meeting all the highest ethical standards.

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2017 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Berkshire Hathaway In the 52 years since Buffett took control, Berkshire Hathaway has grown from a small, economically challenged New England textile company to one of the largest U.S. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man.

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2017 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

In the 52 years since Buffett took control, Berkshire Hathaway has grown from a small, economically challenged New England textile company to one of the largest U.S. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Berkshire Hathaway.