Cornerstone Financial Advisory

DECEMBER 4, 2023

Market sentiment remained positive as the Fed’s preferred measure of inflation showed ongoing signs of softening inflation pressures, boosting hopes that the Fed may be able to end its rate hikes and consider rate cuts sometime next year. 5 This Week: Key Economic Data Monday: Factory Orders. a Registered Investment Advisor.

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Bell Investment Advisors

MARCH 15, 2023

I’m a portfolio manager here at Bell Investment Advisors. Slide 3: 2022 in Review: A Global View 0:36 It’s probably no surprise to clients that last year was not a positive one for financial markets. stock market. The stock market is valued still historically high, but not nearly as high as it was.

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James Hendries

JANUARY 26, 2023

falls into recession, the chances are it would occur during the first half of 2023 and will not likely be as deep as the 2008 recession, which was initiated by a fundamentally flawed financial market. We believe China-heavy emerging market equities are more of a trade than a long-term investment at this point. If the U.S.

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Brown Advisory

NOVEMBER 29, 2016

By ensuring the investment policy statement aligns with current market conditions, we can help nonprofits determine the return necessary to provide for planned spending or a build-up in reserves, while keeping pace with inflation and accounting for a spectrum of possible bull- or bear-case scenarios. and Germany—have fueled volatility.

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Sara Grillo

NOVEMBER 14, 2022

2 Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same fiduciary standard as registered investment advisors? It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets.

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James Hendries

JULY 21, 2022

Add in the typical market challenges of a midterm election year and the third year of a bull market, and it’s not surprising it’s been a bumpy ride. Lower inflation tends to bring higher valuations (Fig.1). Labor markets are still tight. We are still dealing with COVID-19-related economic disruptions. If the U.S.

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James Hendries

FEBRUARY 27, 2023

Even if there’s a strong case to be made, we think debt service prioritization would be allowed to continue while the case works its way through the courts, since the potential economic damage would be too great otherwise. Payments that were deferred would be repaid in arrears so the economic impact would likely be minimal.

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