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Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets (..)
We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.
Weekly Market Insights | November 25th, 2024 Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The MSCI EAFE Index, which tracks developed overseas stock markets, was flat (-0.05 New Home Sales.
For non-fiduciary financial advisors, recommendations may only need to be suitable , not necessarily in the client’s best interest. Hybrid firms can switch between their status as a registered investmentadvisor and brokerage, which can be problematic for individuals seeking unbiased financial advice.
Weekly Market Insights | December 16th, 2024 Mixed Data, Mixed Results. The MSCI EAFE Index, which tracks developed overseas stock markets, slid 1.48 The markets rally following the news reflected investor relief that inflation met expectations and that the increase from the prior month was slight. Retail Sales.
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).
Weekly Market Insights | December 23rd, 2024 Powell Signal Leaves Investors Cold Stocks were under pressure last week as the Fed Chair’s hawkish comments unsettled investors ahead of the holiday season. The MSCI EAFE Index, which tracks developed overseas stock markets, retreated an eye-catching 3.38 Tuesday: Durable Goods.
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
Weekly Market Insights | November 11th, 2024 Stocks Surge Post-Election; Fed Cuts Quarter Point Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. The House of Representatives remains undecided.)
Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and tax planning opportunities. Cash flow: Depending on the type of equity you have, exercising can be challenging given tax implications and having cash to buy the stock.
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
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
With a market capitalization of Rs 3,032 crore, the shares closed at Rs 265 per share, decreased around 0.79 They have a wide touchpoint network and SaaS products like payroll and tax software in their portfolio. With a market capitalization of Rs 5,857 crore, the shares closed at Rs 436 per share, decreased around 0.77
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.
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%.
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%.
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 MSCI EAFE index, which tracks developed overseas stock markets, fell 2.37%. 4 All About Jobs The labor market remains resilient. Jobless Claims.
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.
Weekly Market Insights: Stocks Stumble With CPI On Deck Presented by Cornerstone Financial Advisory, LLC Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. The MSCI EAFE index, which tracks developed overseas stock markets, tumbled 2.57%. Thursday: Producer Price Index (PPI).
The MSCI EAFE index, which tracks developed overseas stock markets, gained 4.89%. Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. This market bifurcation was evident in the divergence in the performance of the Dow Industrials and the Nasdaq. Get tax help. Factory Orders.
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?
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.
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%. from a year ago.
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.
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%.
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. Core inflation was 3.2%
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%).
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%. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.
Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. The MSCI EAFE index, which tracks developed overseas stock markets, rose 0.95%. The return and principal value of investments will fluctuate as market conditions change.
Weekly Market Insights | December 30th, 2024 Holiday Spending Up Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday. The MSCI EAFE Index, which tracks developed overseas stock markets, rose 1.54
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.
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.
Weekly Market Insights: Stocks Rise As Bond Yields Fall A Friday rally turned an otherwise mixed week for stocks into a solid performance. The MSCI EAFE index, which tracks developed overseas stock markets, ended marginally higher by 0.13%. The return and principal value of investments will fluctuate as market conditions change.
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.
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.
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.
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.
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. When sold, investments may be worth more or less than their original cost.
With a market capitalization of Rs 91,260.63 Furthermore, profit before tax stood at Rs 551.24 Its S144 turbines, dolomites, its orderbook key markets include Gujarat and Karnataka. Suzlon boasts 21 GW global wind energy capacity, 15+ GW in India, and over 30 percent market share. per share, decreased 0.07
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 MSCI EAFE index, which tracks developed overseas stock markets, was up 0.37%. The MSCI EAFE index, which tracks developed overseas stock markets, was up 0.37%.
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.
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. 1 Economic news also helped boost markets. percent in January versus December—and 2.4
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.
Let’s explore the role of investmentadvisors in helping individuals avoid these pitfalls and make informed decisions. By becoming an investmentadvisor, you can assist others in achieving their goals and strengthening your own financial journey. By diversifying investmentsadvisors can help with asset allocation.
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