Wealth Management
SEPTEMBER 29, 2023
The firms, ranging from broker/dealers and dual registrants to affiliated investment advisors, include Interactive Brokers, Nuveen Securities and Baird, among others, and are similar to 2022 charges against Wall Street firms resulting in $1.1 billion in collective penalties.
James Hendries
JULY 13, 2022
We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. The sources of turbulence are clear.
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Abnormal Returns
JANUARY 26, 2023
bloomberg.com) NEA is becoming a registered investment advisor. pionline.com) Economy Q4 2022 GDP was solid, but two leading indicators point toward recession. (wsj.com) Startups Stripe is set to go public in the next twelve months. wsj.com) Startups are pulling out all the stops to avoid down-rounds.
Cornerstone Financial Advisory
OCTOBER 31, 2022
Source: Econoday, October 28, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 28, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, October 27, 2022.
Cornerstone Financial Advisory
AUGUST 1, 2022
Source: Econoday, July 29, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 29, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, July 28, 2022.
The Big Picture
MAY 11, 2023
Our 2022 FP had attendees from all over the country and the world, with an average age far younger than the typical financial conference. This year, we are upping the ante — we took all of 2022 attendee feedback & smart suggestions and made this year’s event even better. Its only 4 months away! I am super jazzed about FP23!
James Hendries
AUGUST 3, 2022
Sentiment from corporate leaders that have reported so far has been cautious, as is to be expected, which has led to a reduction in the 2022 consensus estimate for S&P earnings per share by about 0.8% [Figure 3] since June quarter-end companies began reporting in mid-July. That forecast is still about $3 below the consensus estimate.
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