A Wealth of Common Sense

SEPTEMBER 19, 2023

There are a lot of factors that drive the performance of financial markets over time. Fundamentals like valuations, economic growth, earnings and dividends are the main drivers of returns over the long run. Plus you have to consider demographics, productivity and innovation.

Accounting 107

Accounting Retirement Marketing Marketing 107

Abnormal Returns

MARCH 17, 2024

Markets Market valuations aren't that helpful in the short term. bonddad.blogspot.com) The economic schedule for the coming week. tker.co) The U.S. yield curve has been inverted for a record amount of time. ft.com) Strategy Why you can ignore all the magazine cover commentary. ft.com) Industrial production is fading.

Financial Advising 232

Financial Advising Commission Valuation Consulting 232

Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Financial Planner 205

Financial Planner Retirement Planning Retirement Valuation 205

Nationwide Financial

APRIL 3, 2023

Thoughts Equity markets delivered their third-straight weekly gain, continuing to exhibit remarkable resilience given continued uncertainty in the banking system, Fed policy, macro conditions, interest rates, and inflation. March saw an equity market gain for the fourth time in six months, with the S&P 500 returning 7%.

Marketing 105

Marketing Marketing Valuation Economics 105

Carson Wealth

JUNE 16, 2023

If that’s the case with your organization, you could be missing out on the benefits of a business valuation, which can provide a comprehensive understanding of your company’s financial standing and overall health. What Is a Business Valuation? A business valuation is far harder to conduct during a crisis.

Valuation 52

Valuation Business Planning Planning Consulting 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. Inflection Point? Tuesday: Durable Goods.

Marketing 91

Marketing Marketing Economics Taxes 91

Abnormal Returns

AUGUST 6, 2023

Markets Cullen Roche, "This has been one of the more fascinating years in economic and market history." fastcompany.com) Hunter Walk, "We are absolutely not through the worst of the pain from the market reset." should let China continue to shoot itself in the (economic) foot. nytimes.com) Why the U.S.

Financial Advising 226

Financial Advising Startup Economics Valuation 226

Abnormal Returns

SEPTEMBER 17, 2023

frontofficesports.com) Why seed stage valuations haven't dropped as much as you would think. politico.com) Why market economics doesn't necessarily work in health care. econofact.org) The economic schedule for the coming week. abnormalreturns.com) The question with emerging market equities is if, not when.

Financial Advising 236

Financial Advising Valuation Economy Economics 236

Carson Wealth

FEBRUARY 26, 2024

Late February into mid-March historically can be troublesome, increasing the likelihood of the stock market taking a break after its record run. Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. NVIDIA’s earnings may have delayed but not alleviated the coming decline.

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

JANUARY 16, 2024

Carson Investment Research 2024 Market Outlook: Seeing Eye to Eye We are targeting a total return of 11-13% for the S&P 500 Index in 2024 and 4-6% for the Bloomberg U.S. We also share a long-term view of markets, highlighting the persistence of the equity risk premium and the value of diversification. Aggregate Bond Index.

Investing 96

Investing Investments Marketing Marketing 96

The Big Picture

APRIL 7, 2023

My end-of-week, market’s-closed-but-BLS-open Good Friday reads: • Here’s What Happens at the IRS After You File Your Taxes Refunds can come in five days—or a few months. American Prospect ) see also Six Ways Existing Economic Models Are Killing the Economy : The alleged science doesn’t match up to the real world.

Valuation 293

Valuation Advertising Economy Food 293

Abnormal Returns

JANUARY 10, 2024

Markets Anything can happen in the stock market over the short run. entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023.

Financial Advising 170

Financial Advising Valuation Banking Media 170

Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. That performance pattern suggests market leadership may be broadening. stock market.

Marketing 94

Marketing Marketing Taxes Economics 94

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 90

Marketing Marketing Economics Taxes 90

Cornerstone Financial Advisory

MAY 21, 2024

Weekly Market Insights: Investors Anticipate Fed Rate Change Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. Dow 40,000 The week began quietly as market averages traded in a tight range, awaiting fresh inflation news.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 30, 2023

Weekly Market Insights: Stocks Retreat On Cautious Earnings Reports Presented by Cornerstone Financial Advisory, LLC Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market.

Marketing 102

Marketing Marketing Economics Taxes 102

Cornerstone Financial Advisory

DECEMBER 18, 2023

Weekly Market Insights : Stocks Rally On Fed, Inflation News Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The MSCI EAFE index, which tracks developed overseas stock markets, tacked on 2.75%. from a year ago.

Marketing 100

Marketing Marketing Taxes Economics 100

Cornerstone Financial Advisory

MARCH 11, 2024

Weekly Market Insights: Markets Take A Breather After Mixed Week Presented by Cornerstone Financial Advisory, LLC Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index.

Marketing 83

Marketing Marketing Insurance Taxes 83

Cornerstone Financial Advisory

MARCH 4, 2024

Weekly Market Insights: Tech And AI Lead Another Advancing Week Presented by Cornerstone Financial Advisory, LLC Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. 1 Economic news also helped boost markets. percent in January versus December—and 2.4

Marketing 77

Marketing Marketing Economics Taxes 77

Mish Talk

DECEMBER 22, 2022

Amazon AMZN Market Cap. billion making it the first company to lose over $1 trillion in market cap. Tesla TSLA Market Cap. Tesla has lost about $727 billion in market cap but it likely will not be next. Facebook META Market Cap. This is an impressive effort by Meta, down $759 billion in market cap from its peak.

Marketing 210

Marketing Marketing Valuation Economics 210

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. The MSCI EAFE index, which tracks developed overseas stock markets, retreated 1.23%.

Economics 59

Economics Taxes Investment Advisor Investing 59

Cornerstone Financial Advisory

APRIL 29, 2024

Weekly Market Insights: Despite Turbulent Week, Stocks Stage Comeback Presented by Cornerstone Financial Advisory, LLC Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The market rally extended into Tuesday, with investors cheering positive corporate earnings reports.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Weekly Market Insights: Investors Move Past Mixed Fed Message Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. This strong report did not negatively impact the markets. percent target range.

Marketing 85

Marketing Marketing Taxes Economics 85

Abnormal Returns

MARCH 20, 2024

marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. reuters.com) Economy By any reasonable measure, the average American is better off economically than they were four years ago. spyglass.org) This is Apple's ($AAPL) brand promise.

Financial Advising 180

Financial Advising Startup Valuation Economy 180

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The MSCI EAFE index, which tracks developed overseas stock markets, gained 3.12%.

Marketing 103

Marketing Marketing Taxes Economics 103

Truemind Capital

AUGUST 12, 2023

Equity Market Insights : Where is the recession? All the sectors went up with major sectoral growth seen in auto (up 22%), realty (up 33%), and consumer durables (up 13%) on the back of an improving economic outlook. The recent rally in the market has made the valuations more expensive compared to historical standards.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. 3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. also helped sentiment.

Marketing 87

Marketing Marketing Taxes Economics 87

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Weekly Market Insights: Short Week Strong For Stocks Presented by Cornerstone Financial Advisory, LLC Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The MSCI EAFE index, which tracks developed overseas stock markets, was flat (+0.03%).

Marketing 89

Marketing Marketing Taxes Economics 89

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. The MSCI EAFE index, which tracks developed overseas stock markets, picked up 2.71%. Thursday: Jobless Claims.

Marketing 92

Marketing Marketing Economics Taxes 92

Cornerstone Financial Advisory

OCTOBER 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The MSCI EAFE index, which tracks developed overseas stock markets, fell 1.95%. Thursday: Jobless Claims.

Marketing 97

Marketing Marketing Taxes Economics 97

Abnormal Returns

JUNE 25, 2023

Markets Wall Street strategists views on the market can differ in the short and long term. tker.co) You can't take historical stock market statistics to the bank. riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself. riabiz.com) Companies Nvidia's ($NVDA) valuation has gotten ahead of itself.

Financial Advising 195

Financial Advising Valuation Retail Media 195

The Big Picture

AUGUST 31, 2023

The move from crypto to artificial intelligence has fueled the markets this year, but some are questioning how much of it is real. The move from crypto to artificial intelligence has fueled the markets this year, but some are questioning how much of it is real. Nvidia is not the first giant tech company to trade at a rich valuation.

Strategic Planning 246

Strategic Planning Economics Valuation Consulting 246

Cornerstone Financial Advisory

OCTOBER 23, 2023

Weekly Market Insights: Stocks Retreat Despite Solid Earnings Presented By Cornerstone Financial Advisory, LLC Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. in September–well above the forecast of a 0.3%

Marketing 93

Marketing Marketing Taxes Economics 93

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust . Work with the Professionals .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Abnormal Returns

OCTOBER 31, 2022

allstarcharts.com) And valuations are still attractive. economist.com) With economic sanctions in place, it's back to the future for the Russian auto industry. fortune.com) Economy Three things that are dampening economic pain, including remote work. abnormalreturns.com) Why rough edges remain in financial markets: people.

Financial Advising 213

Financial Advising Media Valuation Retail 213

The Big Picture

APRIL 24, 2023

If you spend any time with FinTV – even if it’s muted in the background – you would have been treated to a debate as to “ Are we in a new bull market? ” Sometimes it’s phrased as “ Is the bear market over? ” I believe this is the wrong way to think about bull and bear markets. Paret’s discussion of overseas gains.

Economics 294

Economics Valuation Portfolio Marketing 294

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Weekly Market Insights: November Rally Continues Presented by Cornerstone Financial Advisory, LLC Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. The MSCI EAFE index, which tracks developed overseas stock markets, increased 3.36%. Both were below market forecasts.

Marketing 98

Marketing Marketing Taxes Economics 98