Cornerstone Financial Advisory

DECEMBER 19, 2022

Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week. The potential for higher rates for longer, along with disappointing economic data, particularly a sharp decline in retail sales, amplified fears of a recession and sent stocks lower for the remainder of the week.

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Cornerstone Financial Advisory

JANUARY 23, 2023

Mixed Results Following Weak Economic Data Presented by Cornerstone Financial Advisory, LLC Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. economic growth is consumer spending. Thurday: Gross Domestic Product (GDP).

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Cornerstone Financial Advisory

APRIL 17, 2023

5 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. Source: Econoday, April 14, 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. (BX),

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Cornerstone Financial Advisory

SEPTEMBER 6, 2022

Sectors seeing the most significant increases in new jobs were professional and business services, healthcare, and retail. This Week: Key Economic Data. Source: Econoday, September 2, 2022 The Econoday economic calendar lists upcoming U.S. Source: Econoday, September 2, 2022 The Econoday economic calendar lists upcoming U.S.

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Cornerstone Financial Advisory

MAY 22, 2023

The prospect of an agreement helped to lift a cloud of uncertainty that had weighed on markets in recent weeks and sparked sufficient optimism to shake off comments by the Dallas Fed President, who indicated that economic data may not support a pause in rate hikes yet. a Registered Investment Advisor. New Home Sales.

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Cornerstone Financial Advisory

JULY 11, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. Technology shares were the week’s big winners as investors appear to have turned to companies with earnings growth potential during a weakening economic environment. This Week: Key Economic Data.

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Cornerstone Financial Advisory

JULY 8, 2024

Driving much of the job growth in last week’s reports was a post-pandemic catchup effect: sectors such as healthcare and leisure/hospitality showed they are still recovering. 5,6 This Week: Key Economic Data Tuesday: Fed Chair Jerome Powell speaks. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

AUGUST 8, 2022

Ahead of Friday’s employment report, stocks were generally higher, highlighted by a Wednesday rally triggered by fresh earnings surprises and a better-than-expected economic report. Leisure and hospitality, professional and business services, and healthcare lead the way in reported job gains, as seen in most sectors of the economy.

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Cornerstone Financial Advisory

OCTOBER 17, 2022

This Week: Key Economic Data. Index of Leading Economic Indicators. . 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. (UAL), VZ), HCA Healthcare, Inc.

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James Hendries

AUGUST 15, 2022

with a Schumer-Manchin agreement on a climate-healthcare-tax bill and some inflation data that added to the evidence that inflation has peaked. The rule of thumb is two quarters of negative GDP defines a recession, but the official definition by the National Bureau of Economic Research is broader than that.

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James Hendries

MARCH 6, 2023

Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Perhaps that was not the first time market watchers used the term, but the conversations at the Economic Club of New York were prescient.

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WiserAdvisor

NOVEMBER 14, 2023

However, with the shift in the economic landscape and the gradual decline of employer-sponsored pension plans, there is a growing need for a diversified investment strategy. Healthcare considerations As we age, the likelihood of health-related issues increases, making medical costs a significant concern for retirees.

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Cornerstone Financial Advisory

JULY 24, 2023

6 This Week: Key Economic Data Monday: Purchasing Managers’ Index (PMI) Composite Flash. Source: Econoday, July 21 , 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.

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Cornerstone Financial Advisory

JULY 17, 2023

Despite some positive earnings surprises from several big banks and a major healthcare provider, stocks closed out a good week with a slight decline. 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.

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WiserAdvisor

APRIL 24, 2025

Although retirement may come with a lot of changes that include downsizing, travel, additional healthcare needs, etc., You must also account for healthcare expenses that can increase over time. These income resources can help you cover your healthcare expenses, which often grow with age.

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WiserAdvisor

APRIL 28, 2025

Technology firms, food and agricultural companies, and healthcare stocks also tend to be resilient no matter the economic climate. They are reliable, especially during uncertain economic times. As a Registered Investment Advisor (RIA) firm with the SEC, they are fiduciaries who put clients interests ahead of everything else.

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WiserAdvisor

DECEMBER 13, 2023

The best retirement advice isn’t just about saving money; it’s about creating a diversified portfolio that’s robust enough to weather economic shifts. Consider consulting with a financial advisor who can help devise a personalized retirement plan based on your unique needs and goals.

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The Big Picture

FEBRUARY 6, 2024

There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. And big consumer and healthcare. We wanted to make that a not fee driven choice, right?

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Indigo Marketing Agency

APRIL 23, 2020

I’m a former investment advisor representative with LPL Financial. I have a degree in economics, an MBA in marketing, I’m a lecturer at UCLA extension, and at Indigo marketing we work with 165 top independent financial advisors to do their marketing for them. They may be worried about healthcare and benefits.

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WiserAdvisor

MARCH 13, 2024

Diversification helps mitigate concentration risk and enhances the stability and resilience of your investment portfolio over time. Furthermore, investment planning enables you to capitalize on market opportunities and harness the potential for wealth accumulation.

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Cornerstone Financial Advisory

JANUARY 16, 2024

A Tale Of Two Inflation Reports The biggest economic news last week was fresh inflation data. 6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. Source: Investor’s Business Daily, Econoday economic calendar; January 10, 2024 The Econoday economic calendar lists upcoming U.S. Housing Starts.

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The Big Picture

OCTOBER 19, 2022

Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. Is this aimed at the advisor community? Who’s your focus? RAMPULLA: Yeah.

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Cornerstone Financial Advisory

MAY 15, 2023

5 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. Source: Econoday, May 12, 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.

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Marketing Marketing Medical Taxes 59

Cornerstone Financial Advisory

DECEMBER 26, 2023

6 This Week: Key Economic Data Thursday: Jobless Claims. Source: Econoday, December 22, 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.

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Cornerstone Financial Advisory

MAY 1, 2023

Stocks Rally As Attention Shifts To Fed’s May Meeting Presented by Cornerstone Financial Advisory, LLC Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week. The Nasdaq Composite index rose 1.28% for the week.

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James Hendries

NOVEMBER 8, 2022

Policy itself can be difficult to forecast, and economic factors often overwhelm the impact on markets. There is typically incremental improvement to the policy environment for financials, energy, and defense when Republicans hold more power and incremental improvement for healthcare under Democrats.

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