Cornerstone Financial Advisory

MARCH 4, 2024

The Personal Consumption Expenditures (PCE) Index, the Fed’s preferred inflation gauge, rose 0.3 ROC 5 = the rate of change in the index for the previous 5 trading days. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. ISM Services Index. Beige Book.

Marketing 75

Marketing Marketing Economics Taxes 75

Cornerstone Financial Advisory

APRIL 29, 2024

ROC 5 = the rate of change in the index for the previous 5 trading days. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. The PCE (personal consumption expenditures) Index, the Fed’s preferred inflation gauge, was embedded within the GDP report.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 2, 2023

The Nasdaq Composite index was flat (+0.06%) for the week. The MSCI EAFE index, which tracks developed overseas stock markets, fell 1.95%. 6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. Institute for Supply Management (ISM) Services Index. Thursday: Jobless Claims.

Marketing 94

Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

MARCH 18, 2024

Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after the Labor Department report showed the Consumer Price Index rose 3.2% The news sparked a day-long rally, with the Standard & Poor’s 500 stock index setting its 17th record high of the year. in February compared with a year earlier.

Marketing 91

Marketing Marketing Taxes Economics 91

Cornerstone Financial Advisory

NOVEMBER 27, 2023

The Nasdaq Composite index rose 0.89% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, was flat (+0.03%). 1,2,3 Falling Yields Lift Stocks The stock market continued to look toward the bond market for direction, responding positively to bond yields that fell steadily for much of the week.

Marketing 86

Marketing Marketing Taxes Economics 86

Cornerstone Financial Advisory

JULY 10, 2023

The Nasdaq Composite index surrendered 0.92% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, tumbled 2.57%. 5 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Thursday: Producer Price Index (PPI). Indexes do not incur management fees, costs, and expenses.

Marketing 92

Marketing Marketing Taxes Economics 92

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Stocks At New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate updates from tech companies and the Federal Reserve’s two-day policy meeting; this led to the S&P 500 Index reaching a new record high on Monday. ROC 5 = the rate of change in the index for the previous 5 trading days.

Marketing 82

Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

FEBRUARY 26, 2024

ROC 5 = the rate of change in the index for the previous 5 trading days. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Case-Shiller Home Price Index. Index performance is not indicative of the past performance of a particular investment.

Marketing 88

Marketing Marketing Economics Taxes 88

Cornerstone Financial Advisory

DECEMBER 11, 2023

The Nasdaq Composite index advanced 0.69% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, was up 0.37%. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Wednesday: Producer Price Index (PPI). Purchasing Managers’ Index (PMI) Composite Flash. FOMC Announcement.

Marketing 89

Marketing Marketing Taxes Economics 89

Cornerstone Financial Advisory

DECEMBER 18, 2023

The Nasdaq Composite index picked up 2.85% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, tacked on 2.75%. 5 The inflation news was better on wholesale prices, tracked by the Producer Price Index (PPI). Index of Leading Economic Indicators. from October and 6.5% from last November.

Marketing 97

Marketing Marketing Taxes Economics 97

Cornerstone Financial Advisory

DECEMBER 26, 2023

The Nasdaq Composite index advanced 1.21% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, added 0.51%. The market indexes discussed are unmanaged, and generally, considered representative of their respective markets. Indexes do not incur management fees, costs, and expenses. stock market.

Taxes 101

Taxes Investment Advisor Sales Investing 101

Brown Advisory

AUGUST 19, 2022

The themes and topics discussed include: The outlook for Europe, which may be facing an energy crisis as colder weather approaches. MORE ON THIS TOPIC. The S&P 500® Index represents the large-cap segment of the U.S. An index constituent must also be considered a U.S. Speakers: Bertie Thomson, Erika Pagel and Sid Ahl .

Marketing 98

Marketing Marketing Investing Investments 98

Cornerstone Financial Advisory

JANUARY 2, 2024

The Nasdaq Composite index advanced 0.32% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, increased 1.13%. Remember that past performance does not guarantee future results, and individuals cannot invest directly in an index. Indexes do not incur management fees, costs, and expenses.

Taxes 83

Taxes Investment Advisor Numbers Investing 83

Cornerstone Financial Advisory

APRIL 1, 2024

ROC 5 = the rate of change in the index for the previous 5 trading days. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 5,6 This Week: Key Economic Data Monday: ISM Manufacturing Index. ISM Services Index. 4 Source: YCharts.com, March 30, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MARCH 11, 2024

ROC 5 = the rate of change in the index for the previous 5 trading days. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Producer Price Index. 4,5 Source: YCharts.com, March 9, 2024.

Marketing 80

Marketing Marketing Insurance Taxes 80

Cornerstone Financial Advisory

JANUARY 8, 2024

Consumer Price Index. Friday: Producer Price Index. Incorrect bank account information: If you opt to receive your refund via direct deposit, provide the correct bank account information. The market indexes discussed are unmanaged, and generally, considered representative of their respective markets. Treasury Statement.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

JANUARY 29, 2024

The so-called “Magnificent Seven” stocks—comprising 28% of the S&P 500 Index—resumed their pole position at the head of the pack as investors maintained their artificial intelligence (AI)-related bullishness and rewarded widespread cost-cutting at many tech giants. ROC 5 = the rate of change in the index for the previous 5 trading days.

Marketing 87

Marketing Marketing Economics Taxes 87

Cornerstone Financial Advisory

NOVEMBER 6, 2023

The Nasdaq Composite index rocketed 6.61% higher for the week. The MSCI EAFE index, which tracks developed overseas stock markets, gained 3.12%. The market indexes discussed are unmanaged, and generally, considered representative of their respective markets. Indexes do not incur management fees, costs, and expenses.

Marketing 102

Marketing Marketing Taxes Economics 102

Trade Brains

NOVEMBER 30, 2023

The course covers what are mutual funds, types & terminologies of mutual funds, SIP, advantages, risks involved, regular vs direct funds and taxes in mutual funds. understanding of direct & regular funds, what is NAV, what classification of funds, understanding of SIP, STP, SWP, FMP, entry load, exit load and much more.

Certification 59

Certification Education Financial Planning Wealth Accumulation 59

Cornerstone Financial Advisory

NOVEMBER 20, 2023

The Nasdaq Composite index rose 2.37% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, increased 3.36%. Inflation Cools Two inflation reports released last week, the Consumer Price Index (CPI) and the Producer Price Index (PPI), showed continued inflation progress. FOMC Minutes.

Marketing 95

Marketing Marketing Taxes Economics 95

Cornerstone Financial Advisory

OCTOBER 30, 2023

But the Nasdaq Composite index gave up 4.48% for the five trading days. The MSCI EAFE index, which tracks developed overseas stock markets, retreated 1.82%. Institute for Supply Managers’ (ISM) Manufacturing Index. Institute for Supply Managers’ (ISM) Services Index. Automated Data Processing (ADP) Employment Report.

Marketing 100

Marketing Marketing Economics Taxes 100

Cornerstone Financial Advisory

AUGUST 7, 2023

The Nasdaq Composite index lost 2.85% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, tumbled 3.27%. 6 This Week: Key Economic Data Thursday: Consumer Price Index (CPI). Jobless Claims Friday: Producer Price Index (PPI). Indexes do not incur management fees, costs, and expenses.

Marketing 92

Marketing Marketing Medicine Taxes 92

Cornerstone Financial Advisory

APRIL 15, 2024

Inflation Spooks Markets On Wednesday, the March Consumer Price Index (CPI) report rattled markets, revealing that inflation accelerated slightly more than expected. 1,2,3 Markets rallied Thursday as investors were encouraged by the Producer Price Index (PPI) report, which measures inflation at the producer level. Housing Market Index.

Marketing 52

Marketing Marketing Taxes Economics 52

Brown Advisory

OCTOBER 11, 2022

The themes and topics discussed include: The outlook for global markets as recent data suggests inflation may persist, policymakers shape aggressive responses and global growth slows. MORE ON THIS TOPIC. The S&P 500® Index represents the large-cap segment of the U.S. An index constituent must also be considered a U.S.

Marketing 98

Marketing Marketing Investing Investments 98

Walkner Condon Financial Advisors

JANUARY 13, 2023

One of the investing topics we heard a lot about in 2022 – and that we covered on the Gimme Some Truth podcast – was the bond market. Investment Trend | The Rise of Direct Indexing. Mitch DeWitt, MBA, CFP®. Financial Advisor. Playing It Safe? The State of the Fixed Income Market.

Financial Advisor 98

Financial Advisor CFP Marketing Marketing 98

Cornerstone Financial Advisory

OCTOBER 9, 2023

Meanwhile, the Standard & Poor’s 500 gained 0.48%, and the Nasdaq Composite index added 1.60% for the five trading days. The MSCI EAFE index, which tracks developed overseas stock markets, fell 2.37%. 7 This Week: Key Economic Data Wednesday: Producer Price Index (PPI). Thursday: Consumer Price Index (CPI).

Marketing 88

Marketing Marketing Taxes Economics 88

Cornerstone Financial Advisory

OCTOBER 31, 2022

The Nasdaq Composite index added 2.24% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, gained 4.89%. Particularly encouraging was the personal consumption expenditure price index, a report used by the Fed to track inflation. Tuesday: Institute for Supply Management (ISM) Manufacturing Index.

Marketing 89

Marketing Marketing Economics Taxes 89

Brown Advisory

JUNE 16, 2022

Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio recorded a webcast that analyze topics that are top of mind for investors in the current environment. We look forward to discussing these topics with you in the coming weeks. The S&P 500® Index represents the large-cap segment of the U.S.

Asset Allocation 52

Asset Allocation Clients Taxes Investing 52

Brown Advisory

MARCH 9, 2023

Topics in this episode include: The macro outlook for the new year, as markets kick it off with a meaningful tailwind and the first few months see a wave of stronger-than-expected data. MORE ON THIS TOPIC 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook.

Asset Allocation 98

Asset Allocation Startup Clients Investing 98

Cornerstone Financial Advisory

APRIL 22, 2024

ROC 5 = the rate of change in the index for the previous 5 trading days. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. The market indexes discussed are unmanaged, and generally, considered representative of their respective markets. stock market.

Marketing 52

Marketing Marketing Taxes Economics 52

Brown Advisory

AUGUST 19, 2022

Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio recorded a webcast that analyze topics that are top of mind for investors in the current environment. The themes and topics discussed include: Inflation and the macroeconomic backdrop, including what the latest data tell us about whether recession or staglfation may lie ahead.

Clients 52

Clients Asset Allocation Investing Investments 52

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

The Nasdaq Composite index increased 3.25% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, picked up 2.71%. Wednesday: Institute for Supply Management (ISM) Services Index. The market indexes discussed are unmanaged, and generally, considered representative of their respective markets.

Marketing 88

Marketing Marketing Economics Taxes 88

Cornerstone Financial Advisory

OCTOBER 23, 2023

The Nasdaq Composite index, which has led for much of the year, slumped 3.16%. The MSCI EAFE index, which tracks developed overseas stock markets, retreated 1.67%. 6,7 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI). Index performance is not indicative of the past performance of a particular investment.

Marketing 90

Marketing Marketing Taxes Economics 90

Carson Wealth

JANUARY 29, 2024

Yet again, the economy continues to be underestimated — a topic we’ve discussed on these pages several times. S&P 500 – A capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.

Marketing 97

Marketing Marketing Economy Government 97

Random Roger's Retirement Planning

NOVEMBER 21, 2023

This first little bit might be more for advisors but the topic is interesting. The webinar talked about the future of model portfolios transitioning from a combo of ETFs for passive and mutual funds for active to include more direct indexing to allow for "tax optimization." That is probably true. And the result.

Portfolio 73

Portfolio Asset Allocation Math Compliance 73

Brown Advisory

JUNE 21, 2023

Other topics: The team also discusses how small caps are currently valued at historically low levels and what might cause their fortunes to turn; how bearish sentiment around the state of the U.S. Global Industry Classification Standard (GICS), “GICS” and “GICS Direct” are service marks of Standard & Poor’s and MSCI.

Marketing 52

Marketing Marketing Asset Allocation Clients 52

Brown Advisory

MARCH 14, 2023

Timing/Short-Term We’ve presented on the topic of our “Prescient Analysts” before in this forum. Historically, when our analyst team downgrades many more stocks than they upgrade over a particular month, in the following month the S&P 500® Index return has tended to be weak. Source: FactSet, as of 02/28/2023. since 1964!

Clients 81

Clients Investing Investments Sales 81