Cornerstone Financial Advisory

DECEMBER 23, 2024

8 This Week: Key Economic Data Monday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; December 16, 2024 The Econoday economic calendar lists upcoming U.S. In 2023, the S&P 500 also tacked on 24 percent for the full year. Tuesday: Durable Goods. New Home Sales. Fed Balance Sheet.

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Zoe Financial

MARCH 3, 2025

despite beating earnings expectations, showing high valuation pressure. Economic Update: Retail Sales: Weaker than expected in January. Economic Surprise Index: Declined over the last 4-5 weeks from high levels. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

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Cornerstone Financial Advisory

NOVEMBER 11, 2024

Economic news that showed a 2.2 9 This Week: Key Economic Data Tuesday: Fed Officials Neel Kashkari and Patrick Harker speak. Source: I nvestors Business Daily – Econoday economic calendar ; November 8, 2024 The Econoday economic calendar lists upcoming U.S. The yield on the 10-year Treasury fell to 4.307 percent.

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The Big Picture

JULY 1, 2025

Bachelor’s in economics and a BS in computer science from Wellesley in Boston and then an MBA from Harvard Business School. So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy.

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Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. This Week: Key Economic Data Monday: Motor Vehicle Sales. The Standard & Poor’s 500 Index fell 1.36 Factory Orders.

Marketing 52

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Zoe Financial

JANUARY 6, 2025

Will the Federal Reserve continue to lower interest rates, supporting valuations? Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Actual economic or market events may turn out differently than anticipated. Will the economy avoid a recession?

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Cornerstone Financial Advisory

NOVEMBER 18, 2024

Confident consumers tend to spend money, which may take some pressure off the Fed as it looks to manage economic activity. This Week: Key Economic Data Monday: Fed Official Austan Goolsbee speaks. Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. Housing Market Index.

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Zoe Financial

DECEMBER 9, 2024

Market Valuations : Multiples are no longer considered cheap. Economic Updates: Payroll data: 227k new jobs added, above 220k expected. If earnings continue to grow steadily, inflation decelerates, and economic growth is maintained, the market could rally further with no immediate signs of a recession.

Marketing 40

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The Big Picture

FEBRUARY 24, 2025

This includes setting goals, having a financial plan, and acknowledging our collective inability to predict the outcomes of geopolitical events (either domestic or overseas). Probability of a Market Dislocation: 20 %, up from 10% Profits and Valuations : Not only markets but corporate profits are at or near all-time highs.

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Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. One area of concern has been the economic impact of proposed tariffs.

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Harness Wealth

FEBRUARY 4, 2025

Risks: Illiquidity, subjective valuation, authenticity risks, fraud risks, market demand fluctuations, and high transaction costs. Risks: Credit risk, interest rate fluctuations, illiquidity, economic downturn exposure, and reliance on the fund manager’s expertise. How Are Alternative Investments Taxed?

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Carson Wealth

APRIL 7, 2025

We will discuss our take on the tariffs and economic fallout below, but we know stocks didnt like the news. But what we do know is that with every decline, more risk has already been priced in and stock valuations have become cheaper compared to their longer-term earnings potential. This brings up an important point.

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Harness Wealth

APRIL 16, 2025

Key takeaways Tax planning impacts every facet of an acquisition, from initial valuation to post-closing integration, with early strategic decisions potentially saving millions in future tax liabilities. Restricted Stock Units (RSUs) RSUs are grants of company stock that usually vest over time and are subject to income tax upon vesting.

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Trade Brains

JUNE 30, 2025

When did the rupee get devalued because of such events ? Global Economic Events: Developments such as the Russia-Ukraine war, US Fed interest rate increases, and China’s slowdown affect trade and investments at the global level. During this crisis, INR against USD devalued by 1.6 percent to hit Rs 86.89 from Rs 85.53

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Government Accounting Pharmaceutical Investing 52

The Big Picture

MAY 27, 2025

And, and so my point to you is, is once we define the categories, dominance matters, somebody will own the reason the, the, the market is paying upwards of, has been paying upwards of $15 billion a valuation on kava. I mean, we’ve, we’ve had valuations of 30 to $40 million of restaurant. This thing is 400 restaurants.

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Cornerstone Financial Advisory

DECEMBER 9, 2024

9 This Week: Key Economic Data Tuesday: Productivity and Costs. Source: I nvestors Business Daily – Econoday economic calendar ; December 6, 2024 The Econoday economic calendar lists upcoming U.S. The Feds scheduled two-day meeting ends on December 18. Wednesday: Consumer Price Index (CPI). 10-Year Treasury Note Auction.

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Trade Brains

JUNE 29, 2025

Global events/updates US May personal spending falls 0.1% (MoM) vs estimate of +0.1% Russian President stated Russia, US have good economic cooperation prospects. Torrent Pharma : To acquire controlling stake in JB Chemicals at equity valuation of ₹25,689 crore, followed by merger. Silver : Down by ₹0.10, now at ₹107.70

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Cornerstone Financial Advisory

DECEMBER 30, 2024

6 This Week: Key Economic Data Monday: Pending Home Sales. Source: I nvestors Business Daily – Econoday economic calendar ; December 27, 2024 The Econoday economic calendar lists upcoming U.S. Economists closely follow consumer activity since consumer spending makes up roughly two-thirds of total gross domestic product.

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Discipline Funds

JUNE 20, 2025

They downgraded their economic outlook marginally and raised inflation expectations slightly. economic growth and 3% inflation. In fact, I’d say 2025 has been one of the more eventful and potentially regime changing years we’ve seen in a long time. Anyhow, here are some charts I think I am thinking about.

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Valuation Portfolio Financial Planning Economy 59

The Big Picture

FEBRUARY 17, 2025

We’ll get to where you work at JP Morgan, but economics bachelor’s from Columbia MBA from Harvard. So I decided to become an economics major and a psychology minor. So the intersection of psychology and economics became really interesting. Christine Philpots. 00:01:37 [Speaker Changed] Thank you for having me.

Investing 146

Investing Investments Economics Marketing 146

The Big Picture

MAY 6, 2025

In other words, the models assume a normal distribution of returns, but when you get into some kind of event, it’s no longer a normal distribution returns. And so by looking at events and when they’re going to happen and breaking down the Vega exposure month by month, that gave me an edge that I was able to exploit.

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Nerd's Eye View

OCTOBER 4, 2023

In reality, though, the economy is a complex web of interdependent factors where events often make sense only in hindsight – and sometimes, not at all. What's driving many of the economic conditions today are higher interest rates resulting from the Fed's efforts to fight inflation. And even though U.S.

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Abnormal Returns

SEPTEMBER 17, 2023

frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. reuters.com) Apple Insights from this week's big Apple event. politico.com) Why market economics doesn't necessarily work in health care. econofact.org) The economic schedule for the coming week. wsj.com) How the end of Roe v.

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The Big Picture

DECEMBER 1, 2022

This “Process” is not a single event but rather, a series of events the totality of which increasingly weighs the probability towards that positive resolution. I use the word probability because this outcome is not pre-ordained, but rather, subject to future events which have yet to unfold. Hence, I have caveats. 50% chance ).

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Economy Economics Valuation Marketing 293

Nerd's Eye View

JULY 5, 2023

In this guest post, Larry Swedroe, head of financial and economic research at Buckingham Strategic Wealth, discusses why many investors tend to fall prey to recency bias, and explains why global diversification – and keeping short- and long-term results in the right perspective – remains a prudent strategy. annually.

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Mish Talk

NOVEMBER 8, 2022

The pact marks a victory for Binance founder Changpeng Zhao and a humbling comedown for Sam Bankman-Fried, the founder of FTX, which had been growing in size and recognition before a clash between the two men set off a series of events that shook investor confidence in his firm. It was all over in a matter of about 4 hours, rally to bottom.

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Valuation Assets Marketing Marketing 247

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. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Thursday: Jobless Claims.

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 105

Marketing Marketing Economics Taxes 105

Trade Brains

JULY 9, 2023

Key Features Daily Updates Section for filtered major market tracking with News, NSE & BSE Corporate Announcements, Forthcoming events, & Corporate Actions and more. we regularly use Economic Time (ET) Markets app for reading market news and updates as they provide the best latest news.

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Cornerstone Financial Advisory

OCTOBER 30, 2023

Economic data released on Thursday showed remarkable economic strength, with above-consensus forecast growth in third-quarter Gross Domestic Product (GDP) and September’s durable goods orders, with only a minor uptick in initial jobless claims. 5 This Week: Key Economic Data Wednesday: FOMC Announcement. Jobless Claims.

Marketing 105

Marketing Marketing Economics Taxes 105

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. Economic Growth Exceeds Expectations. This Week: Key Economic Data. The Nasdaq Composite index added 2.24% for the week.

Marketing 105

Marketing Marketing Economics Taxes 105

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 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 105

Marketing Marketing Taxes Economics 105

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 105

Marketing Marketing Economics Food 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

In his post-announcement press conference, Fed Chair Powell remarked the inflation battle would continue, and upcoming economic data would inform the FOMC’s future rate hike decision. In their economic projections, 12 of 19 Fed officials expect to raise rates once more this year. in the fourth quarter, down from June’s 3.9%

Marketing 111

Marketing Marketing Taxes Economics 111

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 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

AUGUST 1, 2022

Stocks on Thursday shrugged off news of a second-consecutive quarter of negative economic growth to build on Wednesday’s gains as fresh earnings continued to comfort, if not impress, investors. It was the second-consecutive quarter of negative economic growth, meeting the technical definition of a recession. Economy Contracts .

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