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. A), eBay Inc.

Marketing 84

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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. I do not know that I am.”

Marketing 83

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Ballast Advisors

OCTOBER 25, 2023

Uncover the insights that will empower you to navigate this changing landscape with confidence. The third quarter of the year has been marked by a fading bullish sentiment in the markets, as the initial optimism that drove stocks higher has given way to a more cautious outlook.

Marketing 52

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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 MSCI EAFE index, which tracks developed overseas stock markets, fell 1.95%.

Marketing 91

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Cornerstone Financial Advisory

AUGUST 28, 2023

Weekly Market Insights: Stocks Retreat; Powell Talk Goes Hawk Presented by Cornerstone Financial Advisory, LLC Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The forecasts also are subject to revision.

Marketing 52

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Cornerstone Financial Advisory

JANUARY 17, 2023

Weekly Market Insights: Inflation Cools, Stocks Warm Up. Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to ease up on future rate hikes. This Week: Companies Reporting Earnings. Improving Sentiment.

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Cornerstone Financial Advisory

JUNE 19, 2023

Weekly Market Insights: Stocks Climb After Fed Pause Presented by Cornerstone Financial Advisory, LLC Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience. from a year ago. Love quiets fear.”

Marketing 59

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Bell Investment Advisors

JUNE 29, 2023

market rally we’re having. The term CPI refers to a consumer price index, which is really a measure of inflation. 02:08 Several indices to stocks. The EAFE Stock is an index of foreign, developed-market stocks located in Europe, Australia, and Asia. Foreign stocks have also done pretty well.

Marketing 52

Marketing Marketing Banking Numbers 52

Cornerstone Financial Advisory

NOVEMBER 14, 2022

Weekly Market Insights: Cooling Inflation Brings Market Gains. A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. The MSCI EAFE index, which tracks developed overseas stock markets, picked up 5.72%. Stocks Surge. This Week: Companies Reporting Earnings.

Marketing 59

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Cornerstone Financial Advisory

NOVEMBER 28, 2022

Weekly Market Insights: Fed Talks Turkey On Lower Rates, Boosting Markets. Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week. The MSCI EAFE index, which tracks developed overseas stock markets, advanced 2.33%. Stocks Rally. WDAY), Intuit, Inc.

Marketing 59

Marketing Marketing Economics Taxes 59

Brown Advisory

AUGUST 14, 2023

In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk. In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk. Source: Bloomberg.

Investing 52

Investing Investments Portfolio Accounting 52

Cornerstone Financial Advisory

NOVEMBER 13, 2023

Weekly Market Insights: Stocks Rally Friday; Powell Cautious On Progress Presented by Cornerstone Financial Advisory, LLC A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The MSCI EAFE index, which tracks developed overseas stock markets, edged 0.25% higher.

Marketing 97

Marketing Marketing Taxes Economics 97

Cornerstone Financial Advisory

JANUARY 16, 2024

Weekly Market Insights: Investors Begin To See The Light In Upbeat Week. Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year.

Marketing 95

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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. This Week: Companies Reporting Earnings Tuesday: Walmart Inc.

Marketing 92

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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. Companies may reschedule when they report earnings without notice.

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The Better Letter

JANUARY 19, 2023

He ventured to inquire of Morgan’s opinion as to the future course of the stock market. At the time, it seemed like just another normal day in a rally that began shortly after Barack Obama was elected president and had continued, largely unabated, for over a decade. Stocks didn’t get that high again. Pierpont Morgan.

Banking 83

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The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … across asset classes is the way that I think about it. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. They had a big liquidity event.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

FEBRUARY 13, 2023

You have a fascinating background, and let’s go all the way back to the beginning. You know, then by the way, it wasn’t like the crises ended between 1990 and the recession on the S&L dynamics. By the way, it seemed like every four years — RITHOLTZ: Right. You get an MBA from Wharton. RITHOLTZ: Sure.

Economy 141

Economy Numbers Portfolio Marketing 141

Cornerstone Financial Advisory

JUNE 5, 2023

Weekly Market Insights: Debt Deal Relieves Market Worries Presented by Cornerstone Financial Advisory, LLC Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report. This Week: Companies Reporting Earnings Tuesday: The J.

Marketing 86

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The Big Picture

MARCH 21, 2023

The way I always describe it is one of the scariest moments of my life was going to Gene’s office. And by the way, it works very well. To define what we’re talking about, you want to identify the cheapest value stocks, but only own those that seem to have started on an upswing. ASNESS: Yeah. RITHOLTZ: Really?

Valuation 161

Valuation Investing Investments Numbers 161

The Big Picture

MARCH 26, 2024

She, she’s so insightful and so knowledgeable and has such a wonderful perch overseeing, you know, eight and a half trillion dollars of both individual mom and pop investors, advisors. We walked out of a restaurant and I just walked off the curb the wrong way. By the way, the airbag come down. Liz Ann Sonders : My teeth.

Investing 141

Investing Investments Marketing Marketing 141

The Big Picture

MARCH 14, 2023

If you’re at all interested in thinking about asset allocation, top-down analysis, how to think about the world of investing, not as a stock picker, but as a broad macro perspective, none better than Rich Bernstein. And you know, each step along the way — RITHOLTZ: Same office, same department? BERNSTEIN: It was crazy.

Economy 152

Economy Investing Investments Portfolio 152

The Big Picture

APRIL 8, 2024

00:03:42 I wouldn’t put him as a mentor because I didn’t spend that much time with him, but he definitely influenced my career in a practical way that I think has served me very well ever since then. 00:09:40 [Speaker Changed] Start at number two and work your way up. And the stock market, you know, had a pretty big drop.

Economy 141

Economy Clients Economics Banking 141

The Big Picture

APRIL 11, 2023

To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. In 1981, when I started, dividends were the way to go for returned cash. But I’ve also been interested in storytelling. RITHOLTZ: $2 out of $3.

Valuation 286

Valuation Education Numbers Government 286