Cornerstone Financial Advisory

JANUARY 17, 2023

Sustained declines in inflation, a rate hike cycle nearing an end, and a resilient economy that may avoid recession resulted in a broad-based rally. Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, January 13, 2023 Companies mentioned are for informational purposes only.

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Cornerstone Financial Advisory

MARCH 27, 2023

4 The official announcement hinted that the Fed might soon be done with raising rates while also stating it was too early to ascertain the degree to which the economy could slow from the current banking strains. Source: Econoday, March 24, 2023 The Econoday economic calendar lists upcoming U.S. IRS.gov, 2023 7.

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Cornerstone Financial Advisory

FEBRUARY 27, 2023

However, members diverged on the economy, with some members finding the risk of recession elevated. Source: Econoday, February 24, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, February 24, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, February 24, 2023 2.

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Cornerstone Financial Advisory

JANUARY 30, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. economy expanded at a 2.9% Source: Econoday, January 27, 2023 The Econoday economic calendar lists upcoming U.S. CNBC, January 26, 2023 5.

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Cornerstone Financial Advisory

MARCH 13, 2023

4 Powell’s Congressional Testimony Fed Chair Powell last week testified on Capitol Hill during which he acknowledged that the economy was running hotter than he had expected. Source: Econoday, March 10, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, March 10, 2023 2. Copyright 2023 FMG Suite.

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Cornerstone Financial Advisory

JULY 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Cornerstone Financial Advisory, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. The Wall Street Journal, June 30, 2023.

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Cornerstone Financial Advisory

FEBRUARY 19, 2024

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. IRS.gov, April 7, 2023. MedlinePlus.gov, December 12, 2023.

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FMG

AUGUST 1, 2023

3 Ways To Create Potent Client Testimonial Videos via Advisorpedia Fewer than 2% of Registered Investment Advisors (RIAs) are using client testimonials as part of their marketing strategy, which is incredibly low considering how useful this marketing tactic can be. Well, struggle no more.

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Cornerstone Financial Advisory

JULY 17, 2023

Lower-than-forecast inflation on both consumer prices and producer prices sparked investor optimism that inflation may be able to fall further without tipping the economy into recession and provide the basis for the Fed to moderate its more hawkish rate hike stance. The Wall Street Journal, July 14, 2023 2. Copyright 2023 FMG Suite.

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James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Analogies eventually break down, especially this one. Why The “Landing” Analogy?

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Cornerstone Financial Advisory

MARCH 11, 2024

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. IRS.gov, November 02, 2023 9. a Registered Investment Advisor.

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Cornerstone Financial Advisory

MARCH 4, 2024

Consumers Remain Upbeat With all the excitement over AI, it’s easy to overlook some key economic indicators that also speak to the underlying strength of the economy—specifically, consumer data. Finally, the PCE report also reflected an ongoing consumer shift from goods to services—a sign the economy continues to normalize after the pandemic.

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Ballast Advisors

AUGUST 18, 2023

The percentage of workers who felt at least somewhat confident in their ability to afford retirement plummeted nine percentage points, from 73% in 2022 to just 64% in 2023. For retirees, the drop was four percentage points — from 77% in 2022 to 73% in 2023. The survey was conducted in January and February 2023.

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James Hendries

JANUARY 20, 2023

The key question coming into this earnings season is whether the pessimism surrounding 2023 earnings has gone too far. economy grew at a solid 3.2% and European economies, currency effects, and some mitigation of profit margin pressures from cost controls and lower inflation. economy may “muddle through” and skirt recession.

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James Hendries

JANUARY 26, 2023

Topic 1: Economy Bull case: Consumer is resilient, the labor market is strong, wages are rising, and inflation is coming down steadily. Background: The global economy will likely slow from the upper-2% range in 2022 down to slightly above zero in 2023 ( Figure 1 ). Call us cautious bulls. If the U.S. Our take: The U.S.

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Cornerstone Financial Advisory

FEBRUARY 12, 2024

economy has come into the spotlight. An analysis conducted by The Wall Street Journal recently proposed that the economy’s resilience could be attributed, at least in part, to the productivity driven by the technology sector. IRS.gov, March 8, 2023 7. a Registered Investment Advisor. CNBC, February 9, 2024 6.

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James Hendries

AUGUST 3, 2022

Perhaps the market’s biggest fear has been that the Fed may overdo its tightening to fight inflation and send the economy into a painful recession, break something, or both. He acknowledged that the economy is slowing (which is what the Fed wants) and that the full effect of the rate hikes had not yet been felt. Of course, the U.S.

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Cornerstone Financial Advisory

FEBRUARY 26, 2024

To put that in perspective, Nvidia’s market cap is now roughly the same size as Canada’s economy. IRS.gov, November 20, 2023 6. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. a Registered Investment Advisor.

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James Hendries

MARCH 13, 2023

For the “no landing” crowd thinking strong consumer spending and low unemployment would keep this economy growing until the inflation fight is won, they now have to consider signs of stress in the banking system after the failure of SVB Financial (commonly known as Silicon Valley Bank). decline in earnings in 2023.

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James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

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Cornerstone Financial Advisory

MARCH 25, 2024

He added that if the economy keeps on its current course, that the FOMC would likely “begin dialing back policy restraint at some point this year.” IRS.gov, November 14, 2023 7. Healthline.com, December 18, 2023 Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

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James Hendries

JANUARY 31, 2023

The script has been flipped in 2023. Of course, the market is also forward-looking, with expectations for falling inflation and a less hawkish Federal Reserve (Fed) as we progress into 2023. For 2023, the S&P 500 was up 0.8% equity markets by year-end. during this period, checking the box for a positive signal.

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Cornerstone Financial Advisory

FEBRUARY 5, 2024

Instead, investors interpreted it as confirmation of a robust economy. IRS.gov, September 25, 2023 5. Mhanational.org, October 9, 2023 Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. a Registered Investment Advisor.

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Sara Grillo

MARCH 13, 2023

This episode we’re going to be talking about 2023 ETF trends and I thrilled to have some of industry’s most knowledgeable people here to rap about it all: Nate Geraci , host of ETF Prime podcast and President of the ETF Store, and Phil Bak , founder of Armada ETFs. Will 2023 be the year for physical gold ETFs? Was this helpful?

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James Hendries

JULY 3, 2023

economy remains on solid footing, and expectations the Fed is close to completing its rate hiking campaign, bankers are hopeful they can begin taking a growing pipeline of companies public. billion through mid-June—bankers see the second half of 2023 and 2024 poised for considerable improvement.

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James Hendries

JANUARY 13, 2023

The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. These lessons learned from 2022 are particularly important for 2023 since FOMC members expect rates in 12 months to be higher than what investors are currently expecting. Caveat emptor.

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Cornerstone Financial Advisory

JANUARY 8, 2024

Jobs and services sector news painted a better picture of the economy on Thursday, but as the 10-year Treasury hit 4%, stock prices responded negatively. IRS.gov, September 6, 2023 6. The return and principal value of investments will fluctuate as market conditions change. a Registered Investment Advisor.

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Bell Investment Advisors

JULY 1, 2023

Financial markets had persistently priced in rate cuts for the second half of 2023. While labor demand has pushed up inflation, it’s also part of what has kept the domestic economy growing. International economies, on the other hand, present a more mixed picture. Japan’s economy has moved out of a recession.

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James Hendries

JUNE 26, 2023

We know it’s old news at this point, but on June 8, 2023, the S&P 500 entered a new bull market. economy and corporate America has been impressive. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Bull markets are not linear.

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Ballast Advisors

JULY 19, 2023

As we reach the end of the second quarter of 2023, we want to provide you with an update on the markets and key developments that have occurred in the economy. Overall Economic Overview: The second quarter of 2023 has witnessed a mixed economic landscape characterized by a series of challenges and opportunities.

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Bell Investment Advisors

MARCH 13, 2023

economy added a whopping 517,000 jobs in January, more than double the previous month. In a return to a now-familiar “good news is bad news” dynamic, these reports stirred fears that the economy is still running too hot and that the Federal Reserve will have to continue raising rates. A very hot jobs report came out on February 3rd.

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James Hendries

AUGUST 15, 2022

economy contracted for the second straight quarter. With a strong, even if slowing, job market and resilient consumer spending, we believe not enough sectors of the economy are contracting to qualify as an official recession. If a recession comes—probably a 50-50 proposition for the first half of 2023—it will likely be mild.

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Bell Investment Advisors

FEBRUARY 2, 2023

Investors saw nice gains to start 2023 as both domestic and international stocks rose. We proposed last month that investors have started to look beyond the Fed and shift their attention to corporate earnings and the economy. The economy grew at an inflation-adjusted rate of 2.1% for the month. The Bloomberg U.S.

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Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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James Hendries

OCTOBER 4, 2022

There will be some challenges ahead for the economy as the Federal Reserve (Fed) continues to raise rates to control inflation. We believe the Fed is doing the right thing for the long-term health of the economy, but it does increase near-term economic risks. in August of this year. At the same time, inflation is decelerating.

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Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. economy actually grew three and a half times. Thanks for joining me. My name is Ryan Kelley.

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Bell Investment Advisors

NOVEMBER 21, 2022

While they are likely to pause further hikes some time in early 2023, they would probably need to see a significant reduction of inflation and/or a weakening of economic fundamentals to see an interest rate cut. unemployment remains low at 3.5%, and new data shows the economy added 263,000 jobs in September. We are here to help.

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