Dear Mr. Market

APRIL 2, 2025

Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched. However, shifting economic conditions, a potential rate-cut cycle, and valuation opportunities have created a renewed focus on small and mid-cap stocks, particularly in financials and energy.

Investing 78

Investing Investments Valuation Advertising 78

Trade Brains

JUNE 6, 2025

percent, signaling a clear shift toward monetary easing to support economic growth. Lower interest rates boost the auto industry by making vehicle loans more affordable, driving up consumer demand and sales, especially in passenger and commercial vehicles. This series of rate reductions has brought the repo rate down from 6.50

Banking 52

Banking Financial Services Economics Investments 52

Cornerstone Financial Advisory

DECEMBER 16, 2024

8 This Week: Key Economic Data Tuesday: Federal Open Market Committee (FOMC) Meeting Begins. Retail Sales. Existing Home Sales. Source: I nvestors Business Daily – Econoday economic calendar ; December 10, 2024 The Econoday economic calendar lists upcoming U.S. Industrial Production. Business Inventories.

Marketing 52

Marketing Marketing Taxes Economics 52

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP). institutionalinvestor.com) Economy Retail sales fell 1.1% in December 2022.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. Pending Home Sales. The Standard & Poor’s 500 Index fell 0.96

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

MAY 1, 2025

.” This approach emphasizes acquiring businesses with durable competitive advantageswhat Buffett famously calls “economic moats”that can sustain superior returns for extended periods. Only after a company passes these comprehensive quality filters does valuation enter the equation.

Valuation 52

Valuation Economics Management Investments 52

Validea

MARCH 9, 2025

These businesses exemplify qualities highly valued by celebrated investors: robust balance sheets, consistent cash flow generation, sustainable competitive advantages, and reasonable valuations when measured against their growth trajectory and market position. Take a Free Trial Today! ENS ENERSYS $101.23 $3,991 12.5

Marketing 52

Marketing Marketing Valuation Investments 52

Validea

JANUARY 23, 2025

In an era of market volatility and economic uncertainty, value investing continues to prove its worth as a time-tested strategy for building long-term wealth. Cheapest Value Stocks Ticker Company Name Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Neg. 79 3 NOV NOV INC $14.93 $5,809 5.5

Valuation 52

Valuation Economics Media Investments 52

Darrow Wealth Management

APRIL 23, 2025

An 83(b) tax election can also help ensure eligibility is met for tax-free sales under qualified small business stock (Section 1202). Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy most advantageous. That’s where the 83(b) election comes in. Here are some things to consider.

Taxes 63

Taxes Startup Compensation Planning Sales 63

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Economic news that showed a 2.2 9 This Week: Key Economic Data Tuesday: Fed Officials Neel Kashkari and Patrick Harker speak. Friday: Retail Sales. Source: I nvestors Business Daily – Econoday economic calendar ; November 8, 2024 The Econoday economic calendar lists upcoming U.S. Weekly Jobless Claims.

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

MAY 21, 2025

The method follows Growth At a Reasonable Price (GARP) principles, targeting growing companies at fair valuations. Financial health is essential, with a focus on companies showing good debt management through their debt-to-equity ratios, helping identify businesses better equipped to handle economic downturns.

Debt Management 52

Debt Management Insurance Banking Valuation 52

Cornerstone Financial Advisory

DECEMBER 23, 2024

8 This Week: Key Economic Data Monday: Consumer Confidence. New Home Sales. Source: I nvestors Business Daily – Econoday economic calendar ; December 16, 2024 The Econoday economic calendar lists upcoming U.S. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 18, 2024

4,5 Stocks dropped again on Friday as strong October retail sales seemed to reinforce Powell’s comments about Fed rate adjustments. Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. This Week: Key Economic Data Monday: Fed Official Austan Goolsbee speaks.

Marketing 52

Marketing Marketing Economics Taxes 52

Validea

FEBRUARY 13, 2025

This systematic approach reveals that even in a sector that has seen significant price appreciation, there remain technology companies trading at attractive valuations relative to their fundamental strength. Visit Validea.com to access in-depth stock analysis and tools designed to emulate proven investment principles. Take a Free Trial Today!

Valuation 52

Valuation Investments Investing Economics 52

Validea

JUNE 2, 2025

His strategy focuses on finding businesses with strong competitive positioningwhat he terms “economic moats”that can maintain superior profitability over many years. This strict standard mirrors Buffett’s preference for businesses with dependable profit generation that can perform well across different economic environments.

Economics 52

Economics Valuation Investments Investing 52

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. This Week: Key Economic Data Monday: Motor Vehicle Sales. The Standard & Poor’s 500 Index fell 1.36

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

AUGUST 6, 2024

During economic downturns, certain types of stocks tend to perform better than others. Characteristics of Recession-Resistant Stocks Recession-resistant stocks typically share several key traits: Stable demand: Companies that provide essential goods or services tend to maintain sales even in tough times.

Economics 52

Economics Valuation Food Healthcare 52

Trade Brains

OCTOBER 7, 2024

Additionally, foreign investors are shifting funds from India to China, attracted by lower valuations. This brought the total sales to around 42,000 crores since September 27th, when a key policy decision was announced by the People’s Bank of China. On the other hand, low P/E ratios might signal undervaluation or economic challenges.

Valuation 52

Valuation Marketing Marketing Government 52

Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. One area of concern has been the economic impact of proposed tariffs.

Marketing 52

Marketing Marketing Economics Taxes 52

Nerd's Eye View

AUGUST 19, 2024

Key components of this transition include client service oversight, sales oversight, strategy leadership, and financial management. Next, the founder and their successor(s) can work together to create a structured process to guide the operational transition between Generation 1 (G1) and Generation 2 (G2).

Planning 130

Planning Risk Tolerance Clients Valuation 130

Validea

MARCH 13, 2025

His model is both conservative and disciplined, focusing on balance sheet strength and attractive valuations. Adequate Company Size (Sales $1 Billion) Large, established businesses are typically less risky and more stable than smaller, unproven firms. Example : A P/B ratio of 1.3 combined with a P/E of 11.1

Valuation 52

Valuation Investments Investing Portfolio 52

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

James Hendries

AUGUST 23, 2022

Existing home sales fell 5.9% Existing home sales plummet but inventory stays low. Existing home sales fell 5.9% Although the rate of sales is slowing dramatically, the market is still short on supply of homes. At the current sales rate, it would take roughly three months to clear inventory [Figure 2].

Marketing 98

Marketing Marketing Sales Economy 98

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

DECEMBER 30, 2024

Holiday cheer won out despite news of declining consumer confidence in December, a drop in durable goods, and new home sales reporting below expectations. 6 This Week: Key Economic Data Monday: Pending Home Sales. Friday: Motor Vehicle Sales. The MSCI EAFE Index, which tracks developed overseas stock markets, rose 1.54

Marketing 52

Marketing Marketing Taxes Economics 52

Validea

APRIL 16, 2025

This powerful indicator spotlights businesses that excel at converting their operations into tangible cash resources relative to their market valuation. Companies with strong free cash flow yields typically possess the financial resilience to weather economic storms, maintaining operational flexibility when competitors may struggle.

Valuation 52

Valuation Investments Investing Economics 52

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. 6 This Week: Key Economic Data Monday: Durable Goods Orders. Thursday: Jobless Claims.

Economics 59

Economics Taxes Investment Advisor Investments 59

Diamond Consultants

DECEMBER 16, 2024

As a result, its often incumbent upon the retiring advisor to either accept a discounted valuation for the book and/or show a great deal of flexibility in how their next gen ultimately takes the reigns of the business. But is that fair? After all, shouldnt the retiring advisors be compensated fairly for their lifes work?

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52

Mr. Money Mustache

FEBRUARY 25, 2025

If the average sale price of rental houses in your area goes up but the tenant keeps paying you the same amount forever, it may look good on paper but it doesnt really mean anything unless you sell the house. . Later, reality sunk in that this was just a fad and Peloton sales returned back to normal levels, and so did the stock.

Marketing 66

Marketing Marketing Sales Portfolio 66

Cornerstone Financial Advisory

OCTOBER 23, 2023

Yields rose after traders speculated that strong economic data might persuade the Fed to raise rates. Economic Strength, Housing Weakness The economy continued to evidence surprising strength according to data released last week. Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7%

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. 5 This Week: Key Economic Data Monday: Housing Market Index. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Tuesday: FOMC Meeting Begins.

Marketing 105

Marketing Marketing Taxes Economics 105

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.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. 6 This Week: Key Economic Data Tuesday: Housing Starts. Existing Home Sales. Index of Leading Economic Indicators. New Home Sales. Wednesday: Consumer Confidence. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 9, 2024

9 This Week: Key Economic Data Tuesday: Productivity and Costs. Source: I nvestors Business Daily – Econoday economic calendar ; December 6, 2024 The Econoday economic calendar lists upcoming U.S. It should not be considered a solicitation for the purchase or sale of the securities. 10-Year Treasury Note Auction.

Marketing 52

Marketing Marketing Taxes Economics 52

Carson Wealth

JULY 27, 2022

Earnings-per-share may be pushed higher if energy stocks report big gains due to higher prices, but short-term earnings shocks upward aren’t as valuable as margin or sales growth that can be sustained for long periods. Valuations Could Move to a More Normal Range . Virus variants: Will virus mutations undo the economic recovery?

Marketing 98

Marketing Marketing Valuation Economy 98

Cornerstone Financial Advisory

MARCH 25, 2024

The rally continued through Thursday, boosted further by news that existing home sales rose 9.5 4,5 This Week: Key Economic Data Monday: New Home Sales. Pending Home Sales. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

In his post-announcement press conference, Fed Chair Powell remarked the inflation battle would continue, and upcoming economic data would inform the FOMC’s future rate hike decision. In their economic projections, 12 of 19 Fed officials expect to raise rates once more this year. New Home Sales. Wednesday: Durable Goods Orders.

Marketing 111

Marketing Marketing Taxes Economics 111