Cornerstone Financial Advisory

NOVEMBER 6, 2023

The combination on Wednesday of the Fed’s decision to keep rates unchanged, which accompanied dovish comments from Fed Chair Powell, and a reassuring Treasury announcement on future bond sales, sparked a third straight day of gains. It should not be considered a solicitation for the purchase or sale of the securities. stock market.

Marketing 102

Marketing Marketing Taxes Economics 102

Cornerstone Financial Advisory

AUGUST 7, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. stock market.

Marketing 92

Marketing Marketing Medicine Taxes 92

The Big Picture

MARCH 31, 2023

The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available. Combine these elements with your own critical faculty — to weed out the usual spam and bs — and it could feel like the only place online that really mattered.

Banking 152

Banking Math Distribution Investment Advisor 152

Cornerstone Financial Advisory

APRIL 22, 2024

A bit of good news punctuated an otherwise sour Monday, as a stronger-than-expected retail sales report showed consumers were spending despite rising inflation. Retail sales increased 0.7% New Home Sales. Pending Home Sales. 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

OCTOBER 2, 2023

However, beneath the headline number, consumer spending was cut to a 0.8 It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Answer: She bought house numbers.

Marketing 94

Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

NOVEMBER 20, 2023

1,2,3 Stocks March Higher A better-than-anticipated consumer inflation number on Tuesday sent bond yields sharply lower, igniting a powerful, exceptionally broad-based rally that saw 91% of all New York Stock Exchange volume advancing in price and a similarly substantial advance (85%) on the NASDAQ. in October (versus a +0.1% FOMC Minutes.

Marketing 95

Marketing Marketing Taxes Economics 95

Cornerstone Financial Advisory

OCTOBER 30, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. stock market.

Marketing 100

Marketing Marketing Economics Taxes 100

Cornerstone Financial Advisory

APRIL 1, 2024

New home sales in February slipped 0.3 Tuesday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. percent from the prior year.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

NOVEMBER 27, 2023

This Week: Key Economic Data Monday: New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Individuals cannot directly invest in unmanaged indexes.

Marketing 86

Marketing Marketing Taxes Economics 86

WiserAdvisor

MAY 31, 2022

However, the numbers tell a different story. million consumers filed a fraud report, the highest number since 2001. However, the FTC expects the actual numbers to be higher than the reported numbers since multiple scams go unreported. Apart from these, investment frauds are also quite common. In 2021, over 2.8

Investing 52

Investing Investments License Accounting 52

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

4,5 Finally, the government’s monthly employment report showed the number of nonfarm payroll gains continued to decelerate in August, while June and July estimates were revised lower by 110,000. It should not be considered a solicitation for the purchase or sale of the securities. The Wall Street Journal, September 1, 2023.

Marketing 88

Marketing Marketing Economics Taxes 88

Cornerstone Financial Advisory

FEBRUARY 5, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. stock market.

Marketing 82

Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. Friday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Taxes Economics 59

ClearMoney

DECEMBER 14, 2021

The following is provided by Dimensional Fund Advisors. Systematic, or factor-based, investing has become quite common in equities. The many parallels between Dimensional’s equity and fixed income approaches provide an opportunity to demystify systematic bond investing through the familiar lens of our approach in equities.

Investing 52

Investing Investments Commission Distribution 52

Cornerstone Financial Advisory

APRIL 17, 2023

A weak retail sales number on Friday shaved the gains to close out the week. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

AUGUST 28, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. stock market.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

FEBRUARY 20, 2023

A higher-than-expected rise in the Consumer Price Index (CPI) and strong retail sales in January initially did little to dent that enthusiasm, as stocks posted solid gains through Wednesday’s close. Year-over year, producer prices rose 6.0%, a slight improvement from December’s number. Existing Home Sales. Consumer Sentiment.

Marketing 59

Marketing Marketing Taxes Distribution 59

ClearMoney

SEPTEMBER 24, 2021

The following is provided by Dimensional Fund Advisors. We’ve learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance. The lessons are clear: Investing in markets is an excellent plan for meeting long-term goals, like maximizing your retirement income.

Investing 52

Investing Investments Commission Financial Advisor 52

Cornerstone Financial Advisory

JANUARY 17, 2023

Retail Sales. Friday: Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Individuals cannot directly invest in unmanaged indexes.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

JUNE 19, 2023

year-over-year (the lowest 12-month number in two years), and producer prices increased 1.1% Thursday: Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. The return and principal value of investments will fluctuate as market conditions change. from a year ago.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 14, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. Both numbers were below market expectations of 0.6% A look behind the numbers shows that October’s 7.7% Wednesday: Retail Sales. Friday: Existing Home Sales. Inflation Moderates. for the month and 7.7%

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 11, 2022

Employers added 372,000 jobs in June, a number that was above economists’ estimates of 250,000. Friday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. The return and principal value of investments will fluctuate as market conditions change. Jobless Claims.

Marketing 52

Marketing Marketing Taxes Economics 52

Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . Consider an installment sale. the taxable gain is $1.7M.

Taxes 95

Taxes Wealth Management Tax Planning Planning 95

Cornerstone Financial Advisory

MAY 22, 2023

1,2,3 Possible Debt Deal After stumbling on weak April retail sales and a combination of disappointing earnings and weak guidance from a major retailer, stocks moved higher mid-week as the news on the debt negotiations turned more positive. decline in April existing home sales. New Home Sales. An unexpected 2.2% Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 23, 2023

Disappointing retail sales and manufacturing reports sparked concerns that the Fed may have gone too far in hiking rates, while a drop in initial jobless claims diminished chances of a near-term pause in rate hikes. 4 Consumers Retrench Retail sales fell 1.1% New Home Sales. economic growth is consumer spending.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MAY 30, 2023

It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. stock market.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

DECEMBER 12, 2022

But stock prices were under pressure Friday following a disappointing Producer Price Index (PPI) number. Though the PPI number dented the optimism around cooling inflation, November’s PPI report represented an improvement from its 11.7% Retail Sales. When sold, investments may be worth more or less than their original cost.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

FEBRUARY 13, 2023

The concern was that the surprise job number would change Powell’s outlook coming out of the last FOMC meeting. Wednesday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 17, 2023

6 This Week: Key Economic Data Tuesday: Retail Sales. Thursday: Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. year-over-year.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 3, 2023

New home sales, durable goods orders, and a rise in consumer confidence proved influential. It should not be considered a solicitation for the purchase or sale of the securities. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. stock market.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

Instead, the elevated inflation number not only undercut those easing hopes but raised the possibility of a more significant rate hike. That number was well above the 5.9% Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. year-over-year. rate from June and July.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 30, 2023

It was corporate results and continued labor market strength, along with a solid, if weakening, fourth-quarter Gross Domestic Product (GDP) growth number, however, that raised investors’ hopes that a potential recession may be mild and likely pushed out to later in the year. Individuals cannot directly invest in unmanaged indexes.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

OCTOBER 10, 2022

In a sign of cooling, the number of open jobs in August fell 10%, while a subsequent report from Automated Data Processing (ADP) showed continued labor market strength. Friday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. A Mixed Labor Picture. from a year ago.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MARCH 13, 2023

Labor market strength in a Friday report exacerbated rate-hike anxieties, though cooling wage gains balanced an above-consensus new jobs number. Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. When sold, investments may be worth more or less than their original cost.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

NOVEMBER 21, 2022

The economic picture, however, included some encouraging news as retail sales rose and producer price increases moderated. . New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Taxes Economics 59

ClearMoney

DECEMBER 5, 2021

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. Assessing the merits of bitcoin as an investment can be problematic. Adding it to a portfolio could mean paring back the allocation to investments such as stocks, property, or fixed income.

Commission 52

Commission Retail Distribution Sales 52

Cornerstone Financial Advisory

AUGUST 15, 2022

Bureau of Labor Statistics released a better-than-expected Consumer Price Index (CPI) number, with buying momentum building throughout the trading session. Wednesday: Retail Sales. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Lower Inflation Spurs Buying.

Marketing 59

Marketing Marketing Taxes Economics 59