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 221

Economics Marketing Marketing Economy 221

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

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

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.

Marketing 105

Marketing Marketing Economics Taxes 105

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. Wednesday: FOMC Meeting Minutes.

Marketing 105

Marketing Marketing Taxes Economics 105

Calculated Risk

JANUARY 3, 2024

Today, in the Real Estate Newsletter: Question #8 for 2024: How much will Residential investment change in 2024? How about housing starts and new home sales in 2024? Brief excerpt: Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. How much will RI change in 2024?

Sales 73

Sales Investments Investing Commission 73

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

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. When sold, investments may be worth more or less than their original cost.

Marketing 105

Marketing Marketing Taxes Economics 105

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. The return and principal value of investments will fluctuate as market conditions change.

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. When sold, investments may be worth more or less than their original cost.

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. When sold, investments may be worth more or less than their original cost.

Marketing 103

Marketing Marketing Insurance Taxes 103

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

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

Trade Brains

OCTOBER 18, 2024

billion in May 2024 to $16.41 billion in August 2024. The company emphasized its ongoing investments in AI capabilities and digital transformation services, areas where it sees continued strong demand. revenue increase from June to September 2024, with revenue rising from 62,613 crore to 64,259 crore (in rupee terms).

Consulting 98

Consulting Investment Advisor Investing Investments 98

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

The Big Picture

FEBRUARY 22, 2024

Peter Mallouk points out that investments made on days of all-time highs outperform investments made on all other days, Technicians will tell you All-Time Highs are bullish, because there is no selling resistance; behavioral economics suggests it’s bullish due to FOMO and plain old greed.

Economics 349

Economics Marketing Marketing Investing 349

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

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. percent last month.

Marketing 52

Marketing Marketing Taxes Economics 52

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 217

Retirement Planning Compliance Startup Clients 217

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

Abnormal Returns

OCTOBER 14, 2024

mrzepczynski.blogspot.com) Strategy Five lessons from five great investing books. dariusforoux.com) Lessons learned from 20 years of investing including 'Insurance Is expensive for a reason.' mrmoneymustache.com) The 2024 Nobel Prize in Economics goes to Daron Acemoglu, Simon Johnson and James Robinson.

Financial Advising 278

Financial Advising Economy Assets Insurance 278

Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. 3 This Week: Key Economic Data Monday: ISM Services Index. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. When sold, investments may be worth more or less than their original cost.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

AUGUST 19, 2024

Weekly Market Insights | August 19th, 2024 The S&P 500’s Best Weekly Gain of The Year. Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials. 6,7 Source: YCharts.com, August 17, 2024. 8 This Week: Key Economic Data Monday: Leading Indicators.

Marketing 52

Marketing Marketing Economics Taxes 52

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 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

SEPTEMBER 16, 2024

Weekly Market Insights | September 16th, 2024 Stocks Rally Ahead of Fed Meeting Stocks rallied last week as investors received better-than-expected consumer and producer inflation data. 4,5 Source: YCharts.com, September 14, 2024. 7 This Week: Key Economic Data Monday: Empire State Manufacturing Index. Retail Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

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. Source: YCharts.com, January 6, 2024. News of unemployment remaining steady at 3.7% Treasury Statement.

Marketing 98

Marketing Marketing Taxes Economics 98

The Big Picture

OCTOBER 24, 2024

Probability Distribution of the next decade in S&P 500 returns (according to GS) Source: Goldman Sachs Investment Research My colleague Ben Carlson buried the lede when he did an examination of all rolling 10-year periods going back to 1925. He found less than 9% of those 10 year periods had returns of 3% or less.

Distribution 326

Distribution Economics Portfolio Economy 326

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Click here or below to see or enlarge the entire bracket for 2024. Lastly, the way these are initially “seeded” does not reflect our current confidence in them.

Investing 83

Investing Investments Portfolio Assets 83

Cornerstone Financial Advisory

SEPTEMBER 3, 2024

Weekly Market Insights | September 3rd, 2024 Pressure on the Nasdaq and S&P 500 There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week. 4 Source: YCharts.com , August 31, 2024. 6 This Week: Key Economic Data Tuesday: ISM Manufacturing Index.

Marketing 52

Marketing Marketing Food Economics 52

Cornerstone Financial Advisory

AUGUST 5, 2024

Weekly Market Insights | August 5th, 2024 Stocks Fall, Concerns Rise. Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data. 5,6 Source: YCharts.com, August 3, 2024. The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Economics Taxes 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

Trade Brains

OCTOBER 15, 2024

According to the research by Knight Frank, it is predicted that 2024 will set a new record, with transaction volumes expected to surpass 70 million square feet. These changes reflect India’s robust economic fundamentals and the rising prominence of its corporate sector in the global arena. million in 2019.

Economics 98

Economics Government Marketing Marketing 98

Cornerstone Financial Advisory

JULY 22, 2024

Weekly Market Insights | July 22nd, 2024 Investors Shift, Anticipating Lower Interest Rates Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. 4,5,6 Source: YCharts.com, July 20, 2024. The Standard & Poor’s 500 Index fell 1.97

Marketing 52

Marketing Marketing Economics Taxes 52

Trade Brains

OCTOBER 9, 2024

September 2024 marked a high point for Indian equities as Foreign Portfolio Investors (FPIs) poured in ₹57,724 crore, capping four months of sustained buying. This influx pushed total FPI investments to ₹89,717 crore for the first half of the 2024-2025 financial year. This propelled key stock indices to record heights.

Investing 52

Investing Investments Portfolio Banking 52

Trade Brains

OCTOBER 7, 2024

The Indian IPO market has shown remarkable activity in 2024, with a total of 313 IPOs launched across the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) as of October 1st. As of October 1, 2024, the NSE has seen 198 IPOs, with 49 on the Mainboard and 149 in the Small and Medium Enterprise (SME) segment. 125.93%) 225.65(67.15%)

Advertising 52

Advertising Banking Economics Food 52

Cornerstone Financial Advisory

AUGUST 12, 2024

Weekly Market Insights | August 12th, 2024 Stocks Fall, Speculation Slows Down. 4 Source: YCharts.com , August 10, 2024. 6 This Week: Key Economic Data Tuesday: Producer Price Index (PPI). Source: I nvestors Business Daily – Econoday economic calendar ; August 8, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52