Carson Wealth

MARCH 7, 2024

By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Decide What’s Most Important – Now and When You’re in Retirement Start now, embrace the flexibility of your unique situation. How much should I be saving?

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Integrity Financial Planning

MARCH 19, 2023

The rest is lent out, which is what grants you the interest rate you receive on your savings accounts, for example. You’ve likely heard the news that Silicon Valley Bank (SVB) has experienced a financial shock. In a matter of a few short days, Silicon Valley Bank lost its funds and went under. The Bigger Picture: How Do Banks Work?

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Good Financial Cents

JANUARY 10, 2023

In this article we’ll take a look at what makes Robinhood safe and explore the risks associated with using the app. What is Robinhood? Table of Contents What is Robinhood? What about SIPC? SIPC stands for the Securities Investor Protection Corporation. Is Robinhood regulated? Is Robinhood Safe to Use?

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Cornerstone Financial Advisory

MAY 28, 2024

Weekly Market Insights: AI Rules Big Week For Tech Stocks Presented by Cornerstone Financial Advisory, LLC Last week’s stock performance was mixed, following investors’ reaction to the Fed’s May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news. 2 Source: YCharts.com, May 25, 2024.

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Good Financial Cents

DECEMBER 26, 2022

What happens if I do… can I lose all the money in my Roth IRA?” What is a Roth IRA? What are The Benefits of a Roth IRA? I’m a big fan of the Roth IRA and investors that understand it’s massive tax-free benefits are also. ” -Debbie. Thanks for your questions Debbie! Can You Lose Money in a Roth IRA?

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Good Financial Cents

JULY 3, 2023

O ne of my most favorite questions that I often get as a financial planner is “What’s your best rates on Roth IRA’s ?” ” Coming in at a close second is, “What’s the best stock to buy right now?” ” Both of those questions are extremely hard, if not impossible, to answer.

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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 Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%.

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James Hendries

JULY 13, 2022

But markets are always forward looking, so it’s important to remain focused on what lies ahead. Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. The sources of turbulence are clear.

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Cornerstone Financial Advisory

MARCH 11, 2024

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. Mega-cap tech stocks were under pressure as investors appeared to take some profits.

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Cornerstone Financial Advisory

MAY 6, 2024

Determining what’s next for interest rates in the context of stubborn inflation is no simple task. Weekly Market Insights: Volatility, Uncertainty Rule The Week For Markets Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data.

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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. New Year Blues Stocks got off to a rough first week of the new year, with tech names leading the week’s decline.

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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. in February compared with a year earlier. in February compared with a year earlier.

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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. percent target range. percent target range. 2 Source: YCharts.com, February 3, 2024.

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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 Dow Jones Industrial Average picked up 1.27%, while the Standard & Poor’s 500 gained 1.00%.

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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 Dow Jones Industrial Average rose 2.92%, while the Standard & Poor’s 500 gained 2.50%. from October and 6.5% year-over-year.

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Cornerstone Financial Advisory

OCTOBER 16, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones Industrial Average gained 0.20%, while the Standard & Poor’s 500 rose 0.45%. But the Nasdaq Composite index slipped 0.18% for the five trading days.

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Good Financial Cents

FEBRUARY 24, 2023

They are a US-based broker-dealer, and a FINRA, SIPC, NYSE, and NASDAQ member. With most investing apps now offering commission-free trading, online brokers must find more creative ways to stand out. Robinhood, for example, is now offering a 1% match on IRA contributions. But is Webull a suitable platform for beginner investors?

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Cornerstone Financial Advisory

JANUARY 29, 2024

​ 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. Real Gross Domestic Product grew at a 3.3%

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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. percent in February. 4 Source: YCharts.com, March 23, 2024. percent has topped out.

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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 Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%.

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Cornerstone Financial Advisory

FEBRUARY 19, 2024

4 With the consumer report closely followed by disappointing inflation news on the producer level, attention quickly shifted to the Fed and what’s next for interest rates. Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the January inflation report that showed higher-than-expected consumer prices.

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Cornerstone Financial Advisory

FEBRUARY 12, 2024

4 What might rein in that productivity? 4 What might rein in that productivity? S&P Tops 5,000 At the start of last week’s trading, stocks faced downward pressure due to comments by Fed Chair Powell over the weekend, signaling that the Federal Reserve had no immediate plans to initiate interest rate cuts.

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Cornerstone Financial Advisory

NOVEMBER 6, 2023

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. Friday: Consumer Sentiment.

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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. Source: YCharts.com, February 24, 2024.

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Cornerstone Financial Advisory

JANUARY 16, 2024

Weekly Market Insights: Investors Begin To See The Light In Upbeat Week. Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. percent compared with a year prior.

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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 Dow Jones Industrial Average gained 1.94%, while the Standard & Poor’s 500 added 2.24%. The Nasdaq Composite index rose 2.37% for the week.

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Cornerstone Financial Advisory

OCTOBER 9, 2023

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 Dow Jones Industrial Average slipped 0.30% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, fell 2.37%.

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Cornerstone Financial Advisory

DECEMBER 4, 2023

​ Weekly Market Insights: Stocks Rise As Bond Yields Fall A Friday rally turned an otherwise mixed week for stocks into a solid performance. The Dow Jones Industrial Average picked up 2.42%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite index rose 0.38% for the week. in October and 3.5% from a year ago. ending April.

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James Hendries

JULY 21, 2022

But the right preparation, context, and support can help us navigate what lies ahead. But the markets are always forward looking, so it’s important to remain focused on what lies ahead. Dear Valued Investor, Markets rarely give us clear skies, and there are always threats to watch for on the horizon.

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Cornerstone Financial Advisory

AUGUST 7, 2023

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. job openings for each available worker.

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Cornerstone Financial Advisory

DECEMBER 11, 2023

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 Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s 500 gained 0.21%. The Nasdaq Composite index advanced 0.69% for the week.

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Cornerstone Financial Advisory

NOVEMBER 13, 2023

4 His comments, which followed the Fed’s two successive decisions to pause on fresh interest rate increases, emphasized that there remained a long way to go to achieve their goal, and the Fed is committed to doing what’s necessary to reach that target, whether that’s through additional rate hikes or by keeping rates high for longer.

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Cornerstone Financial Advisory

MAY 21, 2024

The top-level CPI numbers (known as headline inflation) tend to be less important than what’s underneath: core inflation (CPI minus volatile food and energy prices) in the Fed’s eye. Dow 40,000 The week began quietly as market averages traded in a tight range, awaiting fresh inflation news. percent and 1.2 percent, respectively.

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Cornerstone Financial Advisory

APRIL 22, 2024

Weekly Market Insights: Fed And Middle East Conflict Diminish Stocks Presented by Cornerstone Financial Advisory, LLC Stocks fell for a third straight week, as Fed Chair Jerome Powell’s mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. 5 Source: YCharts.com, April 20, 2024. Retail sales increased 0.7%

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Cornerstone Financial Advisory

DECEMBER 26, 2023

Weekly Market Insights : Investors Boost Stocks Ahead Of Holiday Week Investor optimism and fears of missing out on future gains propelled stocks higher in the last full week of trading before year-end. The Dow Jones Industrial Average added 0.22%, while the Standard & Poor’s 500 gained 0.75%. Housing Revival? New home construction rose 14.8%

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Taxes Investment Advisor Sales Investing 105

Cornerstone Financial Advisory

MAY 13, 2024

Weekly Market Insights: Stocks Rise, Anticipating Rate Cut Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down. Stocks Climb Steadily Monday opened with stocks picking up where they left off the prior Friday. Retail Sales.

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James Hendries

NOVEMBER 3, 2022

Gains in October helped deliver that message again, though they have only slightly offset this year’s losses during what has been a very tough environment for capital markets. The market is always forward-looking, and asset prices tend to reflect what may happen months or quarters ahead.

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