The Big Picture

MARCH 6, 2023

Venture-capital investments are plunging, along with valuations of prepublic companies. Barron’s ) • Why It’s So Hard for China to Shake the ‘Uninvestable’ Tag : In 2021, Goldman Sachs said the word was starting to feature in a number of client conversations about the country’s stocks. Capital Advisors.

Retirement Planning 282

Retirement Planning Transportation Valuation Consulting 282

Cornerstone Financial Advisory

OCTOBER 2, 2023

However, beneath the headline number, consumer spending was cut to a 0.8 Source: Econoday, September 29, 2023 The Econoday economic calendar lists upcoming U.S. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. In 2023, the standard mileage rate is 65.5 cents per mile.

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Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

AUGUST 7, 2023

Consumer Sentiment Source: Econoday, August 4, 2023 The Econoday economic calendar lists upcoming U.S. OKE) Wednesday: The Walt Disney Company (DIS) Source: Zacks, August 4, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, August 4, 2023 2. The Wall Street Journal, August 4, 2023 3.

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Marketing Marketing Medicine Taxes 98

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. Source: Econoday, September 1, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, August 25, 2023 2.

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Cornerstone Financial Advisory

NOVEMBER 6, 2023

Source: Econoday, November 3, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 3, 2023 Companies mentioned are for informational purposes only. Last week’s riddle: What 3 numbers can you add together and get the same result as when you multiply them? The Wall Street Journal, November 3, 2023.

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Cornerstone Financial Advisory

OCTOBER 30, 2023

1,2,3 Source: YCharts, October 23, 2023 to October 27, 2023. Source: Econoday, October 27, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 27, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, October 27, 2023 2. CNBC, October 26, 2023 5.

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Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Source: Econoday, September 22, 2023 The Econoday economic calendar lists upcoming U.S. NKE) Source: Zacks, September 22, 2023 Companies mentioned are for informational purposes only. Instead of counting just the number of calories, you count the macronutrients, including proteins, carbs, and fats. Copyright 2023 FMG Suite.

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Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 16, 2023

PPI, CPI Updates The disinflationary trend appears to be stalling if the inflation numbers are any indication. Source: Econoday, October 13, 2023 The Econoday economic calendar lists upcoming U.S. One large, 12-week study found that a daily garlic supplement reduced the number of colds by 63% compared to a placebo.

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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. Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S. NKE) Source: Zacks, December 15, 2023 Companies mentioned are for informational purposes only. Jobless Claims.

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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. CNBC, November 14, 2023.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Source: Econoday, November 24, 2023 The Econoday economic calendar lists upcoming U.S. DELL) Source: Zacks, November 24, 2023 Companies mentioned are for informational purposes only. Apply for an Employer Identification Number (EIN): An EIN is used to identify a business. The Wall Street Journal, November 24, 2023.

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David Nelson

JANUARY 3, 2023

The number of job openings could come in below 10 million but would still be elevated in comparison to pre-pandemic levels. The number of job openings could come in below 10 million but would still be elevated in comparison to pre-pandemic levels. So what does all this mean for today’s investor as we head into 2023.

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Risk Management Portfolio Management Valuation 98

Abnormal Returns

FEBRUARY 27, 2023

msn.com) S&P 500 companies could do $1 trillion in buybacks in 2023. axios.com) Job number one for CEOs is capital allocation. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. wsj.com) Taxes on share buybacks are a speed bump.

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Startup Financial Advising Valuation Economy 130

Dear Mr. Market

MARCH 11, 2023

Click here or below to enlarge and see the entire bracket for 2023. In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year. IBM loses to QCOM based on valuation.

Investing 93

Investing Investments Portfolio Assets 93

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. rally for the S&P 500 in the fourth quarter of 2023, the index provided an encore performance in the first quarter with a 10.2% gain, but not a bad number by any means. Following the huge 11.2%

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Marketing Marketing Valuation Economy 96

Advisor Perspectives

JANUARY 18, 2023

We'll get into the details beneath the numbers with David DeVoe in this podcast. M&A activity was nearly 10% higher than last year's 241 transactions. But 2022 ended with a slower fourth quarter, 20% below last year's blockbuster Q4 total.

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Valuation Numbers 52

Good Financial Cents

DECEMBER 14, 2022

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. What makes finance different from other business disciplines is its focus on numbers. 12 Highest Paying Jobs in Finance.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Cornerstone Financial Advisory

JANUARY 2, 2024

Weekly Market Insights: S&P Ends 2023 Up 24% Stocks posted a slight gain last week amid a shortage of news and light holiday trading. 1,2,3 Source: YCharts.com, December 30, 2023. 1,2,3 Source: YCharts.com, December 30, 2023. Source: Econoday, December 29, 2023 The Econoday economic calendar lists upcoming U.S.

Taxes 104

Taxes Numbers Investment Advisor Investing 104

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. Source: Econoday, April 7, 2023 The Econoday economic calendar lists upcoming U.S. PNC) Source: Zacks, April 7, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, April 6, 2023 2.

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Cornerstone Financial Advisory

JANUARY 17, 2023

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. Here are some to get you started: Eat more whole foods (set a particular number based on your lifestyle). The Wall Street Journal, January 13, 2023.

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Marketing Marketing Taxes Economics 59

Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. Small Cap Value Ratio As of 9/1/2023 Small-Cap Value Stocks Have Been Cheaper (since 2006) TTM PE Ratio 8.64

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Valuation Numbers Economics Investing 64

Harness Wealth

MARCH 3, 2023

A Stripe liquidity event is coming Rumors of a Stripe IPO began circling in 2021, after a $600 million Series H financing round pushed the company’s valuation to a massive $95 billion. All of this is to say that a Stripe IPO date is not something you should expect for 2023. Secondary transactions can take a number of different forms.

Taxes 52

Taxes Valuation Startup Sales 52

Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Investors also cheered a stronger-than-forecast retail sales report and a modest increase in core producer prices, overlooking a higher-than-expected headline number. Source: Econoday, September 15, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, September 15, 2023. CNBC, September 14, 2023.

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Cornerstone Financial Advisory

FEBRUARY 20, 2023

The year-over-year inflation number (6.4%) came in lower than December’s 12-month rise of 6.5%, making it the seventh consecutive month of declining year-over-year inflation. Year-over year, producer prices rose 6.0%, a slight improvement from December’s number. The Wall Street Journal, February 17, 2023 2. IRS.gov, 2023 7.

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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. 4 Beneath the headline number, the personal consumption expenditures price index (the Fed’s preferred measure of inflation) rose 3.2%. CNBC, January 26, 2023 5.

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Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MAY 30, 2023

Source: Econoday, May 26, 2023 The Econoday economic calendar lists upcoming U.S. DELL) Source: Zacks, May 26, 2023 Companies mentioned are for informational purposes only. Take a debit or credit card number over the phone. The Wall Street Journal, May 26, 2023 2. The Wall Street Journal, May 26, 2023 3.

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Marketing Marketing Taxes Economics 59

Carson Wealth

FEBRUARY 26, 2024

Another data point from the recent GFS caught our attention: The number of managers looking for ‘no landing’ is rising. We see that all over NVIDIA’s earnings numbers. NVIDIA’s Growth Story Jumps Out from the Numbers NVIDIA’s fourth quarter earnings report was impressive across the board. billion versus $6.2

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Marketing Marketing Valuation Economy 96

Cornerstone Financial Advisory

JUNE 19, 2023

year-over-year (the lowest 12-month number in two years), and producer prices increased 1.1% 5 The Fed raised its 2023 economic growth forecast to 1%, up from its March forecast of 0.4%. Source: Econoday, June 16, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, June 16, 2023.

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Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

APRIL 17, 2023

A weak retail sales number on Friday shaved the gains to close out the week. Source: Econoday, April 14, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, April 14, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, April 14, 2023 2. Copyright 2023 FMG Suite.

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Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

JUNE 26, 2023

The number of new home starts in May (1.63 Source: Econoday, June 23, 2023 The Econoday economic calendar lists upcoming U.S. MKC) Source: Zacks, June 23, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, June 23, 2023. The Wall Street Journal, June 23, 2023. from a year ago.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 9, 2023

However, stocks staged a powerful rally on Friday despite another strong job number, partly due to a deceleration in wage growth. Source: Econoday, January 6, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, January 6, 2023 Companies mentioned are for informational purposes only. CNBC, January 5, 2023.

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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. Source: Econoday, February 10, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, February 10, 2023 Companies mentioned are for informational purposes only. Copyright 2023 FMG Suite.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 22, 2023

Source: Econoday, May 19, 2023 The Econoday economic calendar lists upcoming U.S. WDAY) Source: Zacks, May 19, 2023 Companies mentioned are for informational purposes only. Tip adapted from IRS.gov 7 Show Your Heart Some Love Heart disease is the number one killer of men and women in the U.S. Fox Business, May 17, 2023 6.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 8, 2023

Source: Econoday, May 5, 2023 The Econoday economic calendar lists upcoming U.S. APD) Wednesday: Occidental Petroleum Corporation (OXY), The Walt Disney Company (DIS) Source: Zacks, May 5, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, May 5, 2023 2. The Wall Street Journal, May 3, 2023.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 1, 2023

The business inventory investment slowdown reduced the headline GDP number by 2.26%. Source: Econoday, April 28, 2023 The Econoday economic calendar lists upcoming U.S. D), Source: Zacks, April 28, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, April 28, 2023 2. IRS.gov, 2023 7.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 23, 2023

5,6 Many economists viewed these lackluster numbers as evidence of a weakening consumer. Source: Econoday, January 20, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, January 20, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, January 20, 2023 2.

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