Nerd's Eye View

JANUARY 3, 2024

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. The key point is that, given the current economic uncertainty, there are several ways that advisors can help clients prepare for potential downturns.

Economics 229

Economics Marketing Marketing Economy 229

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. 6 Source: YCharts.com, November 16, 2024. This Week: Key Economic Data Monday: Fed Official Austan Goolsbee speaks.

Marketing 52

Marketing Marketing Economics Taxes 52

Advisor Perspectives

OCTOBER 19, 2023

The Conference Board Leading Economic Index (LEI) fell for the 18th consecutive month in September as future economic weakness continue to loom. The index dropped 0.7% from last month to 104.6, the index's lowest reading since June 2020.

Economics 124

Economics 124

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

Weekly Market Insights | September 9th, 2024 Rough Start, Unsettling End. Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates. 1,2 Economic Data Unsettles Investors The four-day trading week got off to a rough start as weak manufacturing data reawakened recessionary fears.

Marketing 90

Marketing Marketing Economics Taxes 90

Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. We are targeting a total return for the S&P 500 of 17-20% in 2024. The aim of our Midyear Outlook 2024: Eyes on the Prize is to stay focused on what matters for investors.

Investing 138

Investing Investments Economy Economics 138

Advisor Perspectives

AUGUST 21, 2024

Economic indicators provide insight into the overall health and performance of an economy. They are essential tools for policymakers, advisors, investors, and businesses because they allow them to make informed decisions regarding business strategies and financial markets.

Economics 52

Economics Economy Financial Market Marketing 52

Calculated Risk

DECEMBER 29, 2023

Today, in the Real Estate Newsletter: Question #10 for 2024: Will inventory increase further in 2024? Brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Will inventory increase further in 2024? First, a brief history.

Economics 113

Economics Sales Marketing Marketing 113

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. Source: YCharts.com, November 2, 2024. This Week: Key Economic Data Monday: Motor Vehicle Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Calculated Risk

AUGUST 17, 2024

Fed Chair Jerome Powell will speak on the "Economic Outlook" at the Jackson Hole Symposium on Friday. 10:00 AM: the Bureau of Labor Statistics (BLS) will release the 2024 Preliminary Benchmark Revision to Establishment Survey Data. The key reports this week are July New and Existing Home sales.

Sales 108

Sales Economics Manufacturing 108

Advisor Perspectives

AUGUST 26, 2024

Economic indicators are released every week to provide insight into a country’s overall economic health. They serve as essential tools for policymakers, advisors, investors, and businesses because they allow them to make informed decisions regarding business strategies and financial markets.

Economics 52

Economics Financial Market Marketing Marketing 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 6,7 Source: YCharts.com, October 26, 2024. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. Pending Home Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Nerd's Eye View

OCTOBER 30, 2023

On the other hand, the past decade has seen an explosion of 'vendor conferences', as more and more companies have discovered it's more economical to simply run their own conferences (at a breakeven or even a small loss) than to heavily sponsor the conferences of industry associations.

Financial Advisor 242

Financial Advisor Numbers Budgeting Financial Planning 242

Wealth Management

OCTOBER 8, 2024

The Federal Reserve’s signaling to market that their next moves will be rate cuts actually makes it more difficult to cut rates.

Economics 104

Economics Marketing Marketing 104

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning 226

Retirement Planning Compliance Startup Clients 226

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. Source: YCharts.com, February 24, 2024. A), eBay Inc.

Marketing 105

Marketing Marketing Economics Taxes 105

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. How much will job growth slow in 2024? The bad news - for job growth - is that a combination of a slowing economy, demographics and a labor market near full employment suggests fewer jobs will be added in 2024. million jobs in 2024.

Economy 117

Economy Manufacturing Economics Sales 117

Calculated Risk

JANUARY 2, 2024

Today, in the Real Estate Newsletter: Question #9 for 2024: What will happen with house prices in 2024? Brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. What will happen with house prices in 2024? In October, the months-of-supply was at 3.6

Sales 116

Sales Economics 116

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. 3 Source: YCharts.com, February 17, 2024. CNBC, February 16, 2024.

Marketing 105

Marketing Marketing Taxes Economics 105

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. Core inflation was 3.2%

Marketing 105

Marketing Marketing Economics Taxes 105

Nerd's Eye View

APRIL 1, 2024

Welcome to the April 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Estate Planning 188

Estate Planning Financial Advisor Clients Startup 188

Advisor Perspectives

JULY 15, 2024

Heading into the second half of 2024, it appears the markets are no longer focusing on the odds for a recession.

Economics 52

Economics Marketing Marketing 52

Advisor Perspectives

JULY 22, 2024

In this article, we look at three indicators from the past week: retail sales, industrial production, and the Conference Board’s Leading Economic Index (LEI). However, they all have a role in predicting economic trends. At first, these indicators might seem unrelated.

Economics 59

Economics Retail Sales 59

The Big Picture

MAY 16, 2024

If you have a bearish mindset , and seek confirmation of that perspective, then the next economic critique after the Misery Index you try on for size is “Stagflation.” The economic collapse during the GFC sent this back over 15 briefly and spiked again during Covid over 10.

Advertising 320

Advertising Economics Economy Banking 320

Cornerstone Financial Advisory

OCTOBER 21, 2024

Weekly Market Insights | October 21st, 2024 Sixth Week of Gains on Wall Street Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon. 5 Source: YCharts.com, October 19, 2024. UPS) Source: Zacks, October 18, 2024 Companies mentioned are for informational purposes only.

Marketing 52

Marketing Marketing Taxes Education 52

Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. 1) Economic growth: Economic growth was probably close to 2.6% Q4-over-Q4 in 2024. How much will the economy grow in 2024? Will there be a recession in 2024? The FOMC is expecting growth of 1.2%

Economy 78

Economy Sales Economics Investing 78

Cornerstone Financial Advisory

JANUARY 16, 2024

1,2,3,4,5 Source: YCharts.com, January 13, 2024. A Tale Of Two Inflation Reports The biggest economic news last week was fresh inflation data. 6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. CNBC.com, January 8, 2024. CNBC.com, January 9, 2024. CNBC.com, January 10, 2024.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

MARCH 25, 2024

4 Source: YCharts.com, March 23, 2024. 4,5 This Week: Key Economic Data Monday: New Home Sales. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, March 22, 2024 2. CNBC.com, March 20, 2024 3.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 11, 2024

4,5 Source: YCharts.com, March 9, 2024. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, March 8, 2024 2. CNBC, March 7, 2024 4.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

MARCH 18, 2024

3,4 Source: YCharts.com, March 16, 2024. 5 This Week: Key Economic Data Monday: Housing Market Index. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, March 15, 2024 2. CNBC, March 15, 2024 4.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 14, 2024

6 Source: YCharts.com, October 12, 2024. 7,8 This Week: Key Economic Data Monday: Fed Official Christopher Waller speaks. Source: I nvestors Business Daily – Econoday economic calendar ; October 9, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, October 11, 2024 2.

Marketing 52

Marketing Marketing Food Taxes 52

Wealth Management

MAY 28, 2024

Thursday, June 27, 2024 | 2:00 PM Eastern Daylight Time

Economics 93

Economics Marketing Marketing 93

Calculated Risk

NOVEMBER 16, 2024

The key economic reports this week are Housing Starts and Existing Home sales. 10:00 AM: State Employment and Unemployment (Monthly) for October 2024 -- Wednesday, November 20th -- 7:00 AM ET: The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.

Manufacturing 67

Manufacturing Sales Economics Numbers 67

Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. 2 Source: YCharts.com, March 2, 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. percent in January versus December—and 2.4 Beige Book.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

OCTOBER 7, 2024

7 Source: YCharts.com, October 5, 2024. 9 This Week: Key Economic Data Monday: Fed Officials Neel Kashkari, Raphael Bostic, and Alberto Musalem speak. Source: Investors Business Daily – Econoday economic calendar; October 4, 2024 The Econoday economic calendar lists upcoming U.S. IRS.gov, July 24, 2024 11.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 12, 2024

3 Source: YCharts.com, February 10, 2024. Economic Strength The strength of the U.S. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. Retail Sales.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 23, 2024

Weekly Market Insights | September 23rd, 2024 Fed Cuts Interest Rate by Half-Point Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation. 7,8 Source: YCharts.com, September 21, 2024. percent, 1.7

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

OCTOBER 9, 2024

crore, which will open on 15th October 2024. The issue will close on 17th October 2024 and be listed on the stock exchange on 22nd October 2024. As of June 2024, the company has sold over 12 million passenger vehicles in both domestic and export markets. In the fiscal year 2024, it produced 28.43 billion in 2024.

Manufacturing 98

Manufacturing Sales Portfolio Marketing 98