Cornerstone Financial Advisory

APRIL 29, 2024

The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. The GDP report seemed to support the Goldilocks economy theory—not too hot, but not too cool—a story investors have favored this year. Index performance is not indicative of the past performance of a particular investment.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. Powell indicated that it might become appropriate to slow the pace of future hikes, and he didn’t believe the economy had entered into recession. Economy Contracts . Factory Orders.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

1,2,3 Stocks Rise On Slowing Economy Investor sentiment turned positive last week as signs of economic softness were interpreted as reason for the Fed to hold off on further rate hikes. Wednesday: Institute for Supply Management (ISM) Services Index. Indexes do not incur management fees, costs, and expenses. stock market.

Marketing 88

Marketing Marketing Economics Taxes 88

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years.

Valuation 130

Valuation Investing Investments Assets 130

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Instead, investors interpreted it as confirmation of a robust economy. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. a Registered Investment Advisor.

Marketing 82

Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

MAY 22, 2023

4, 5, 6 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI) Composite. Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from having a better understanding of how their work affects their taxes. Indexes do not incur management fees, costs, and expenses. An unexpected 2.2%

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. stock market.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

OCTOBER 31, 2022

Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. Tuesday: Institute for Supply Management (ISM) Manufacturing Index. Institute for Supply Management (ISM) Services Index. Index performance is not indicative of the past performance of a particular investment. Factory Orders.

Marketing 89

Marketing Marketing Economics Taxes 89

Cornerstone Financial Advisory

JULY 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Cornerstone Financial Advisory, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. Institute for Supply Management (ISM) Manufacturing Index.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. Employers added 315,000 jobs in August, maintaining the labor market’s remarkable resiliency amid a contracting economy. in August and 5.2%

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Validea

NOVEMBER 16, 2022

Paul Britton of Capstone Investment Advisors: Prepare for persistent volatility, as interest rates will continue to roil the markets. Nancy Davis of Quadratic Capital Management LLC: Investors shouldn’t be so quick to assume that inflation is going to dissipate any time soon.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

Validea

NOVEMBER 18, 2022

Paul Britton of Capstone Investment Advisors: Prepare for persistent volatility, as interest rates will continue to roil the markets. Nancy Davis of Quadratic Capital Management LLC: Investors shouldn’t be so quick to assume that inflation is going to dissipate any time soon.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

Cornerstone Financial Advisory

DECEMBER 5, 2022

He cited several areas of progress in the inflation fight, including a deceleration in interest rate sensitive parts of the economy, such as housing and supply chain improvement. Monday: Purchasing Managers’ Index (PMI) Composite. Institute for Supply Management (ISM) Services Index. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

FEBRUARY 27, 2023

However, members diverged on the economy, with some members finding the risk of recession elevated. Wednesday: Institute for Supply Management (ISM) Manufacturing Index. Wednesday: Institute for Supply Management (ISM) Manufacturing Index. Friday: Institute for Supply Management (ISM) Services Index. stock market.

Economics 59

Economics Taxes Investment Advisor Investing 59

Cornerstone Financial Advisory

JANUARY 30, 2023

economy expanded at a 2.9% Institute for Supply Management (ISM) Manufacturing Index. Institute for Supply Management (ISM) Services Index. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. GDP Report The U.S.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 22, 2022

Minutes from July’s Federal Open Market Committee meeting indicated that additional rate hikes would be needed to help manage inflation. Fed officials did acknowledge that further rate hikes risked unintended economic weakness because of the time it takes for higher rates to work through the economy. This Week: Key Economic Data.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JANUARY 17, 2023

Sustained declines in inflation, a rate hike cycle nearing an end, and a resilient economy that may avoid recession resulted in a broad-based rally. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

AUGUST 29, 2022

Stocks rallied on Thursday, sparked by a revised Gross Domestic Product estimate showing the economy’s shrinking less than initially estimated. Institute for Supply Management (ISM) Manufacturing Index. Index performance is not indicative of the past performance of a particular investment. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MARCH 27, 2023

4 The official announcement hinted that the Fed might soon be done with raising rates while also stating it was too early to ascertain the degree to which the economy could slow from the current banking strains. Index performance is not indicative of the past performance of a particular investment. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

MARCH 13, 2023

4 Powell’s Congressional Testimony Fed Chair Powell last week testified on Capitol Hill during which he acknowledged that the economy was running hotter than he had expected. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 17, 2023

Lower-than-forecast inflation on both consumer prices and producer prices sparked investor optimism that inflation may be able to fall further without tipping the economy into recession and provide the basis for the Fed to moderate its more hawkish rate hike stance. Indexes do not incur management fees, costs, and expenses.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 11, 2022

Recession fears were supported by an inversion in the yield curve and updated second-quarter Gross Domestic Product projections indicating the economy is ready to contract. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 10, 2022

Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes. stock market.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 24, 2022

Investors were approaching the new earnings season with a fair amount of trepidation amid an environment of higher interest rates and a slowing economy. Monday: Purchasing Managers’ Index (PMI) Composite. Index performance is not indicative of the past performance of a particular investment. a Registered Investment Advisor.

Marketing 45

Marketing Marketing Taxes Economics 45

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. Next, I think our listeners would probably like to hear your perspectives or your insights about the current economy in the U.S. economy today?

Marketing 52

Marketing Marketing Banking Numbers 52

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. Indexes do not incur management fees, costs, and expenses.

Marketing 95

Marketing Marketing Taxes Economics 95

Cornerstone Financial Advisory

FEBRUARY 12, 2024

economy has come into the spotlight. An analysis conducted by The Wall Street Journal recently proposed that the economy’s resilience could be attributed, at least in part, to the productivity driven by the technology sector. ANET), Waste Management, Inc. (WM) Indexes do not incur management fees, costs, and expenses.

Marketing 95

Marketing Marketing Economics Taxes 95

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. economy actually grew three and a half times. Thanks for joining me. My name is Ryan Kelley.

Marketing 52

Marketing Marketing Investing Investments 52

Brown Advisory

JULY 1, 2015

We don’t mean to make light of a very serious investment issue, but it seems to us that too much time is spent speculating about when the Fed will hike interest rates and not enough on the consequences of such a move and how one should think about being positioned when the inevitable happens. economy is stable and even strengthening.

Investing 52

Investing Investments Banking Economy 52

Cornerstone Financial Advisory

MARCH 25, 2024

He added that if the economy keeps on its current course, that the FOMC would likely “begin dialing back policy restraint at some point this year.” Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. a Registered Investment Advisor.

Marketing 94

Marketing Marketing Taxes Economics 94

James Hendries

JANUARY 13, 2023

The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. economy to avoid recession, and support above-average valuations. While our team underestimated inflation and the resulting hit to valuations last year, there were some wins.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

Cornerstone Financial Advisory

MAY 6, 2024

Then, on Friday, stocks pushed higher after the April jobs report indicated that unemployment ticked up and the economy slowed. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

JANUARY 26, 2023

Topic 1: Economy Bull case: Consumer is resilient, the labor market is strong, wages are rising, and inflation is coming down steadily. Background: The global economy will likely slow from the upper-2% range in 2022 down to slightly above zero in 2023 ( Figure 1 ). Call us cautious bulls. Our take: The U.S.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

OCTOBER 18, 2022

economy in mid-March, 62% of S&P 500 companies beat estimates, and aggregate earnings were within one percentage point of expectations. One way to assess downside is to look at the historical relationship between the Institute for Supply Management (ISM) Manufacturing Index and earnings growth. The key, as always, will be guidance.

Marketing 52

Marketing Marketing Valuation Economics 52

Cornerstone Financial Advisory

APRIL 8, 2024

economy created 303,000 jobs in March—higher than economists’ expectations—while unemployment dropped slightly to 3.8 Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MAY 13, 2024

Stocks were still basking in the afterglow of fresh jobs data, which eased investor concerns of an overheating economy. Index performance is not indicative of the past performance of a particular investment. Indexes do not incur management fees, costs, and expenses. Individuals cannot directly invest in unmanaged indexes.

Marketing 52

Marketing Marketing Economics Taxes 52