Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Existing Home Sales. New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. increase over October and a year-over-year increase of 3.1%.

Marketing 97

Marketing Marketing Taxes Economics 97

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. .”

Marketing 92

Marketing Marketing Medicine Taxes 92

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

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

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.

Marketing 100

Marketing Marketing Economics Taxes 100

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. Tuesday: Consumer Confidence. Jobless Claims.

Marketing 86

Marketing Marketing Taxes Economics 86

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. But these are also great guidelines for individuals.

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. .

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. This information is not intended to substitute for specific individualized tax advice. FOMC Minutes.

Marketing 59

Marketing Marketing Taxes Economics 59

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. Tax Benefits For Charitable Giving. Jobless Claims.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

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

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. (DELL), VMware, Inc.

Marketing 52

Marketing Marketing Economics Taxes 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

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

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

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

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

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

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. .”

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

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.

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. Producer Inflation Disappoints. in November and 7.4% from a year ago.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

OCTOBER 10, 2022

prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. 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.

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. GDP Report The U.S. economy expanded at a 2.9% growth rate.

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

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. How to Find Tax Help in Other Languages.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 8, 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. . Make it a priority.

Marketing 59

Marketing Marketing Taxes Economics 59

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

Bell Investment Advisors

DECEMBER 13, 2022

These programs come in several flavors, each with its own attributes, constraints, and tax implications. These plans permit employees to purchase a specified number of shares at pre-set prices on predetermined dates. Options often vest, i.e., become eligible for exercise and sale, in multiple lots spread out over several years.

Planning 52

Planning Taxes Risk Tolerance Sales 52

Cornerstone Financial Advisory

MAY 1, 2023

annualized growth rate as healthy consumer spending helped offset a decline in business investment and a slowdown in nonresidential investment. The business inventory investment slowdown reduced the headline GDP number by 2.26%. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. New Home Sales. The IRS has a question about their tax return. Thursday: Jobless Claims.

Marketing 59

Marketing Marketing Economics Taxes 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

MARCH 6, 2023

1,2,3 Stocks Resume Climb After rebounding to start the week, stocks weakened following higher inflation numbers out of Europe and higher-than-expected manufacturing activity. It should not be considered a solicitation for the purchase or sale of the securities. ” – Steve Jobs Outstanding Tax Bill?

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. The information in this material is not intended as tax or legal advice.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

DECEMBER 5, 2022

And Job Numbers Cheer Markets. 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. Qualified distributions to a Roth IRA are tax-free.

Marketing 59

Marketing Marketing Taxes Economics 59