Nerd's Eye View

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Fee Only 246

Fee Only Portfolio Clients Planning 246

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. The MSCI EAFE Index, which tracks developed overseas stock markets, slid 2.30 The Standard & Poor’s 500 Index fell 0.96

Marketing 52

Marketing Marketing Taxes Economics 52

Nerd's Eye View

JULY 8, 2024

After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) interest rates, and relatively little new tax legislation (yet).

Ethics 238

Ethics Education Financial Advice Communication 238

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%. Answer: She bought house numbers.

Marketing 111

Marketing Marketing Taxes Economics 111

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. The Standard & Poor’s 500 Index gained 1.06 Answer: NOON.

Marketing 52

Marketing Marketing Economics Taxes 52

Trade Brains

AUGUST 17, 2024

Recently, Nithin Kamath, Co-founder of Zerodha, a leading stockbroker in India, highlighted a significant challenge in the Indian financial market: the relatively low number of SEBI-registered investment advisors (RIAs) and research analysts (RAs). In fact, the number of registered RIAs appears to be declining.

Investment Advisor 52

Investment Advisor Investing Investments Numbers 52

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The MSCI EAFE Index, which tracks developed overseas stock markets, dropped by 2.38 Housing Market Index.

Marketing 52

Marketing Marketing Economics Taxes 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. The MSCI EAFE Index, which tracks developed overseas stock markets, slid 0.96 The Standard & Poor’s 500 Index fell 1.36

Marketing 52

Marketing Marketing Taxes Economics 52

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. The return and principal value of investments will fluctuate as market conditions change.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The MSCI EAFE index, which tracks developed overseas stock markets, picked up 2.71%.

Marketing 105

Marketing Marketing Economics Food 105

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 105

Marketing Marketing Economics Taxes 105

Midstream Marketing

JANUARY 19, 2025

One of the biggest challenges that most investment advisors face involves not just getting found online via search engines like Google, but getting found by the right audience at the right time – meaning a local one. A lot has changed even in the 40 years since the Investment Advisor’s Act was last amended.

Advertising 40

Advertising Marketing Marketing Investment Advisor 40

Cornerstone Financial Advisory

DECEMBER 9, 2024

Weekly Market Insights | December 9th, 2024 Markets Mixed; Jobs Back on Track Stocks were mixed during the first trading week of December. The MSCI EAFE Index, which tracks developed overseas stock markets, gained 1.46 The return and principal value of investments will fluctuate as market conditions change.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Weekly Market Insights: Stocks End Summer With Gloomy News Presented by Cornerstone Financial Advisory, LLC Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The MSCI EAFE index, which tracks developed overseas stock markets, fell 1.77%.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 16, 2023

Weekly Market Insights: Markets React To Turmoil In Middle East, Inflation Concerns. The MSCI EAFE index, which tracks developed overseas stock markets, advanced 2.37%. PPI, CPI Updates The disinflationary trend appears to be stalling if the inflation numbers are any indication. versus a forecast of a 0.3%

Marketing 105

Marketing Marketing Taxes Economics 105

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. Inflection Point?

Marketing 105

Marketing Marketing Economics Taxes 105

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 MSCI EAFE index, which tracks developed overseas stock markets, tacked on 2.75%. stock market.

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. When sold, investments may be worth more or less than their original cost.

Marketing 105

Marketing Marketing Taxes Economics 105

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 MSCI EAFE index, which tracks developed overseas stock markets, was flat (+0.03%).

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

Weekly Market Insights: Fed Talk Boosts Stocks Presented by Cornerstone Financial Advisory, LLC Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. When sold, investments may be worth more or less than their original cost.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. That performance pattern suggests market leadership may be broadening. stock market.

Marketing 105

Marketing Marketing Taxes Economics 105

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 MSCI EAFE index, which tracks developed overseas stock markets, increased 3.36%. Both were below market forecasts.

Marketing 105

Marketing Marketing Taxes Economics 105

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. This strong report did not negatively impact the markets. percent target range.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Influencing this market rally were positive corporate earnings reports. This trend continued throughout the week, contributing to the overall market momentum. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. stock market.

Marketing 105

Marketing Marketing Economics Taxes 105

Trade Brains

OCTOBER 27, 2024

However, this drop is not an indication of a market loss but is due to the company’s latest bonus share issue. Bonus issues raise the total number of a company’s outstanding shares, making each share less valuable on paper while increasing market liquidity. Please consult your investment advisor before investing.

Financial Services 64

Financial Services Investment Advisor Planning Consulting 64

Ballast Advisors

AUGUST 16, 2023

Here are the updated key tax numbers relating to HSAs for 2023 and 2024. Disclosures: The opinions expressed herein are those of Ballast Advisors, LLC and are subject to change without notice. Ballast Advisors reserve the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Accounting 52

Accounting Numbers Medical Taxes 52

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 MSCI EAFE index, which tracks developed overseas stock markets, increased 1.13%. The return and principal value of investments will fluctuate as market conditions change.

Taxes 104

Taxes Numbers Investment Advisor Investing 104

Cornerstone Financial Advisory

APRIL 10, 2023

Weekly Market Insights: Hiring Cools; Recession Fears Rise. The MSCI EAFE index, which tracks developed overseas stock markets, advanced +0.37%. The MSCI EAFE index, which tracks developed overseas stock markets, advanced +0.37%. The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Taxes Economics 59

Midstream Marketing

NOVEMBER 8, 2024

Key Highlights Find good ways to get new clients as a financial advisor. Learn to use social media, content marketing, SEO, and more. Explore several ways to get financial advisor leads. To do this well, you need a simple and diverse marketing strategy. These methods can help you become a trusted advisor.

Financial Advisor 52

Financial Advisor Media Financial Services Clients 52

Cornerstone Financial Advisory

JANUARY 17, 2023

Weekly Market Insights: Inflation Cools, Stocks Warm Up. The MSCI EAFE index, which tracks developed overseas stock markets, jumped 3.32%. 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 Economics 59

Cornerstone Financial Advisory

MAY 30, 2023

Weekly Market Insights: Debt Talks Optimism Keeps Eyes On D.C. Presented by Cornerstone Financial Advisory, LLC Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. The MSCI EAFE index, which tracks developed overseas stock markets, sank 2.92%.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

The MSCI EAFE index, which tracks developed overseas stock markets, dipped 1.78%. Inflation Deflates Markets . Stocks suffered their worst day in more than two years last Tuesday as markets were caught off-guard by a higher-than-anticipated August inflation report. That number was well above the 5.9% stock market.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

DECEMBER 12, 2022

Weekly Market Insights: Stocks Slide On Recession Concerns. The MSCI EAFE index, which tracks developed overseas stock markets, dipped 1.09%. But stock prices were under pressure Friday following a disappointing Producer Price Index (PPI) number. Wednesday: Federal Open Market Committee (FOMC) Meeting Announcement.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Weekly Market Insights: Stocks Stand Still, Awaiting Fed Presented by Cornerstone Financial Advisory, LLC Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The MSCI EAFE index, which tracks developed overseas stock markets, added 1.23%.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 30, 2023

The MSCI EAFE index, which tracks developed overseas stock markets, increased by 1.14%. 4 Beneath the headline number, the personal consumption expenditures price index (the Fed’s preferred measure of inflation) rose 3.2%. 5 This Week: Key Economic Data Wednesday: Federal Open Market Committee Announcement. stock market.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 11, 2022

The MSCI EAFE index, which tracks developed overseas stock markets, edged 0.46% higher. One of the holes in the “imminent-recession” narrative has been the labor market’s strength. Historically, recessions have been preceded by or concurrently with a weakening jobs market. Stocks Move Higher. Helen Keller.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 20, 2023

The MSCI EAFE index, which tracks developed overseas stock markets, gained 0.52%. The year-over-year inflation number (6.4%) came in lower than December’s 12-month rise of 6.5%, making it the seventh consecutive month of declining year-over-year inflation. When sold, investments may be worth more or less than their original cost.

Marketing 59

Marketing Marketing Distribution Taxes 59