Cornerstone Financial Advisory

APRIL 15, 2024

5,6 This Week: Key Economic Data Monday: Retail Sales. Source: Investors Business Daily – Econoday economic calendar; April 11, 2024 The Econoday economic calendar lists upcoming U.S. ” – William Shakespeare More Digital Choices For Filing The IRS has made it easier to file your taxes.

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Cornerstone Financial Advisory

NOVEMBER 20, 2023

The rally paused in the final days of trading as stocks digested their gains and investors assessed weak retail sales and industrial production reports and a rise in continuing jobless claims. 6 This Week: Key Economic Data Tuesday: Existing Home Sales. Did you know there are some tax considerations when starting a new hobby?

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Cornerstone Financial Advisory

AUGUST 21, 2023

Weekly Market Insights: Stocks Weather Summer Storm Of News And Indicators Presented by Cornerstone Financial Advisory, LLC Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. 4 Retail Sales Surprise Retail sales jumped 0.7% New Home Sales.

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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. 4 Consumers Retrench Retail sales fell 1.1% Durable Goods Orders.

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Cornerstone Financial Advisory

APRIL 17, 2023

A weak retail sales number on Friday shaved the gains to close out the week. 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. The Consumer Price Index (CPI) rose a very modest 0.1%

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Cornerstone Financial Advisory

MAY 22, 2023

1,2,3 Possible Debt Deal After stumbling on weak April retail sales and a combination of disappointing earnings and weak guidance from a major retailer, stocks moved higher mid-week as the news on the debt negotiations turned more positive. 4, 5, 6 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI) Composite.

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Cornerstone Financial Advisory

AUGUST 14, 2023

Weekly Market Insights: Summertime Blues For The Markets Presented by Cornerstone Financial Advisory, LLC Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. 5 This Week: Key Economic Data Tuesday: Retail Sales. FOMC Minutes.

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Cornerstone Financial Advisory

AUGUST 28, 2023

1,2,3 Stocks Manage Gains Stock rallied on Monday on upbeat sentiment over the earnings release from a mega-cap semiconductor company scheduled for mid-week, only to see that momentum fizzle the following day on weak retail earnings and a credit downgrade of a handful of banks. This Week: Key Economic Data Tuesday: Consumer Confidence.

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Cornerstone Financial Advisory

AUGUST 1, 2022

It was an inauspicious start to the week after a big-box retailer missed earnings and reduced forward guidance on Tuesday, sparking a broad market retreat. It was the second-consecutive quarter of negative economic growth, meeting the technical definition of a recession. This Week: Key Economic Data. Stocks Rally on Earnings.

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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.

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Cornerstone Financial Advisory

FEBRUARY 13, 2023

4 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Wednesday: Retail Sales. Friday: Index of Leading Economic Indicators. Source: Econoday, February 10, 2023 The Econoday economic calendar lists upcoming U.S. This information is not intended to be a substitute for specific individualized tax advice.

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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. Tax Benefits For Charitable Giving.

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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

DECEMBER 12, 2022

There was some good news last week on the economic front and out of China, which started to loosen COVID restrictions. But it was a week where good news was considered bad news, as any signs of economic resilience stoked worries of a longer rate-hike cycle. This Week: Key Economic Data. Retail Sales.

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Cornerstone Financial Advisory

FEBRUARY 20, 2023

Mixed Results As Interest Rate Concerns Grow Presented by Cornerstone Financial Advisory, LLC Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week. 5 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI) Flash.

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Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. This Week: Key Economic Data. The IRS has a question about their tax return.

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Cornerstone Financial Advisory

JUNE 12, 2023

6 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Thursday: Retail Sales. Source: Econoday, June 9, 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

NOVEMBER 21, 2022

The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials. The economic picture, however, included some encouraging news as retail sales rose and producer price increases moderated. . This Week: Key Economic Data. Producer Prices Ease.

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Cornerstone Financial Advisory

NOVEMBER 28, 2022

Investor sentiment was also lifted by unexpectedly strong retailer earnings, upside surprises in new economic data, and a better-than-expected consumer sentiment reading. Investors looked past the continuing Covid-related challenges that have stymied China’s economic recovery and its attendant implications for global growth. .

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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. We suggest that you discuss your specific tax issues with a qualified tax professional.

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Cornerstone Financial Advisory

MARCH 13, 2023

This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Retail Sales. Index of Leading Economic Indicators. Source: Econoday, March 10, 2023 The Econoday economic calendar lists upcoming U.S. Source: Econoday, March 10, 2023 The Econoday economic calendar lists upcoming U.S. Thursday: Jobless Claims.

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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. This information is not intended to substitute for specific individualized tax advice. a Registered Investment Advisor.

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Cornerstone Financial Advisory

AUGUST 15, 2022

This Week: Key Economic Data. Wednesday: Retail Sales. Index of Leading Economic Indicators. Source: Econoday, August 12, 2022 The Econoday economic calendar lists upcoming U.S. Source: Econoday, August 12, 2022 The Econoday economic calendar lists upcoming U.S. Claiming credits such as the child tax credit.

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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

SEPTEMBER 12, 2022

This Week: Key Economic Data. Thursday: Retail Sales. Source: Econoday, September 9, 2022 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. ” – Janis Joplin.

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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. Wednesday: Producer Price Index (PPI).

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Cornerstone Financial Advisory

NOVEMBER 14, 2022

This Week: Key Economic Data. Wednesday: Retail Sales. Index of Leading Economic Indicators. Source: Econoday, November 11, 2022 The Econoday economic calendar lists upcoming U.S. Source: Econoday, November 11, 2022 The Econoday economic calendar lists upcoming U.S. a Registered Investment Advisor.

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Cornerstone Financial Advisory

JULY 18, 2022

dollar continued to climb, reflecting global economic weakness. Also helping the Friday rally was a strong retail sales report and additional second-quarter company reports. This Week: Key Economic Data. Index of Leading Economic Indicators. . The information in this material is not intended as tax or legal advice.

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The Big Picture

FEBRUARY 6, 2024

And Tom has helped with the introduction of GMO’s first retail product, the quality ETF stock symbol Q-L-T-Y-G-M-O has been institutional since they launched in 1977. This is the first time they’re putting out a product for retail. GMO has released last quarter their first retail product an ETFI love the symbol QLTY.

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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.

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Cornerstone Financial Advisory

MARCH 25, 2024

4,5 This Week: Key Economic Data Monday: New Home Sales. Retail Inventories. Retail Inventories. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. The information in this material is not intended as tax or legal advice.

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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. Wednesday: Retail Sales. Source: Investor’s Business Daily, Econoday economic calendar; January 10, 2024 The Econoday economic calendar lists upcoming U.S.

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Cornerstone Financial Advisory

FEBRUARY 12, 2024

Economic Strength The strength of the U.S. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Retail Sales. Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. Treasury note yield is expressed in basis points.

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Cornerstone Financial Advisory

JANUARY 22, 2024

Weekly Market Insights: Big Win For Big Tech Presented by Cornerstone Financial Advisory, LLC Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. December retail sales came in strong, +0.6% Wednesday: PMI Composite.

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Cornerstone Financial Advisory

NOVEMBER 13, 2023

This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Retail Sales. Source: Econoday, November 10, 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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The Big Picture

JULY 11, 2023

I could do my own taxes. We were 75% retail. So bringing the two firms together, you really made us 50/50 retail and institutional, and that’s been very important. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes. JOHNSON: Just do it. RITHOLTZ: Get this junk away from me.

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Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Weekly Market Insights: Stocks Stand Still, Awaiting Fed Presented by Cornerstone Financial Advisory, LLC Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. 5 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. in August.

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