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 rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures.

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Meb Faber Research

MARCH 29, 2023

Episode #473: Jeroen Blokland, True Insights – Multi Asset Masterclass Guest: Jeroen Blokland is founder or True Insights, an independent research provider, and previously spent over a decade at Robeco.

Assets 97

Assets Financial Market Investing Investments 97

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.

Marketing 84

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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.

Marketing 77

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Cornerstone Financial Advisory

APRIL 22, 2024

Weekly Market Insights: Fed And Middle East Conflict Diminish Stocks Presented by Cornerstone Financial Advisory, LLC Stocks fell for a third straight week, as Fed Chair Jerome Powell’s mixed but upbeat message could not offset the anxiety caused by the Middle East conflict.

Marketing 52

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Cornerstone Financial Advisory

APRIL 1, 2024

Weekly Market Insights: Stocks Narrowly Higher Presented by Cornerstone Financial Advisory, LLC Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. Friday’s PCE report may give some additional insights into consumer confidence. PMI Manufacturing Final. Construction Spending.

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Cornerstone Financial Advisory

DECEMBER 26, 2023

Weekly Market Insights : Investors Boost Stocks Ahead Of Holiday Week Investor optimism and fears of missing out on future gains propelled stocks higher in the last full week of trading before year-end. The Dow Jones Industrial Average added 0.22%, while the Standard & Poor’s 500 gained 0.75%.

Taxes 98

Taxes Investment Advisor Sales Investing 98

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.

Marketing 72

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Cornerstone Financial Advisory

APRIL 15, 2024

Weekly Market Insights: Stocks Startled By Inflation, Conflict Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions.

Marketing 52

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Abnormal Returns

FEBRUARY 15, 2023

Strategy Just ignore all those forecasts out there. marknewfield.substack.com) Life lessons from Warren Buffett and Berkshire Hathaway ($BRK.A). neckar.substack.com) How to measure market sentiment. blog.validea.com) Venture capital The VC market is undergoing a regular part of the cycle.

Financial Advising 130

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Covisum

OCTOBER 25, 2022

Enter Income InSight ®. The software also needs to share assumptions, or outputs will be hard to reconcile and, at worst, contradictory. Financial planning software should seamlessly integrate so that you can move from one tool to the next.

Financial Planning 98

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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 Dow Jones Industrial Average picked up 1.27%, while the Standard & Poor’s 500 gained 1.00%.

Marketing 82

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Wealth Management

APRIL 22, 2024

Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning.

Strategic Planning 106

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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 Dow Jones Industrial Average rose 2.92%, while the Standard & Poor’s 500 gained 2.50%.

Marketing 94

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Cornerstone Financial Advisory

JANUARY 2, 2024

Weekly Market Insights: S&P Ends 2023 Up 24% Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index advanced 0.32% for the week. 1,2,3 Source: YCharts.com, December 30, 2023.

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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.

Marketing 83

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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 Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%.

Marketing 100

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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.

Marketing 79

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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 97

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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 Dow Jones Industrial Average gained 1.94%, while the Standard & Poor’s 500 added 2.24%.

Marketing 92

Marketing Marketing Taxes Economics 92

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.

Marketing 80

Marketing Marketing Taxes Economics 80

Cornerstone Financial Advisory

DECEMBER 11, 2023

Weekly Market Insights: Stocks Spark Late Week Rally A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s 500 gained 0.21%. The Nasdaq Composite index advanced 0.69% for the week.

Marketing 85

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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 Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%.

Marketing 91

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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.

Marketing 86

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Harness Wealth

MAY 31, 2022

Using Equity Tax Insights from Harness Wealth. We built Equity Tax Insights to help startup employees better navigate these big choices. Let’s use an illustrative client situation to show how equity tax insights make a difference. With company equity, the tax treatment of those profits can be radically different. Making a plan.

Taxes 52

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Nationwide Financial

OCTOBER 20, 2022

To help financial professionals and their clients stay informed during this election cycle, watch this Nationwide webinar with insights on the midterms from a political and financial perspective. The post Watch: Insights on the upcoming midterms appeared first on Nationwide Financial. The potential impact on the markets and economy.

Government 59

Government Financial Planning Economy Investing 59

Cornerstone Financial Advisory

OCTOBER 9, 2023

Weekly Market Insights: Stocks Rally After Strong Jobs Report Presented by Cornerstone Financial Advisory, LLC A Friday rally overcame a shaky week, sending stocks mostly higher. The Dow Jones Industrial Average slipped 0.30% for the week.

Marketing 84

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Nationwide Financial

JULY 15, 2022

The post Nationwide Market Insights Podcast: Are we in a recession now? Looking for more financial podcasts from Nationwide Financial? Find us however you listen below. Subscribe: Apple Podcasts | Soundcloud | iHeart | Spotify | Amazon | Google Podcasts. appeared first on Nationwide Financial.

Marketing 97

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Cornerstone Financial Advisory

AUGUST 7, 2023

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating.

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Tobias Financial

AUGUST 10, 2023

Our Portfolio Analyst , Charles “Chad” NeSmith, CFA, CFP ® recently shared his insights on Local 10 News (Miami/South Florida) providing more clarity on the topic. To gain a better understanding of the situation, you can watch the segment here: [link] The post Insights into Fitch Rating Downgrade of U.S.

CFP 52

CFP Government Economy Economics 52