Cornerstone Financial Advisory

APRIL 10, 2023

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.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 17, 2023

This Week: Key Economic Data. Retail Sales. Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

JULY 17, 2023

6 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. Source: Econoday, July 14 , 2023 The Econoday economic calendar lists upcoming U.S. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 11, 2022

Presented by Cornerstone Financial Advisory, LLC. In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. This Week: Key Economic Data. Friday: Retail Sales. Source: Econoday, July 8, 2022 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

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. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. We were 75% retail. RITHOLTZ: It was just Franklin.

Management 213

Management Investing Investments Assets 213

The Big Picture

OCTOBER 19, 2022

We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. And you know, we have a team that serves those advisors in the home offices of those advisors, talking about Vanguard’s product and educating about product. We serve retail investors.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274