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

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

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. On Friday, the start of earnings season brought mixed results from a handful of major banks. Housing Starts.

Marketing 111

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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

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. Tuesday: Fed Official Adriana Kugler speaks.

Marketing 52

Marketing Marketing Food Taxes 52

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. Consult a qualified tax expert for help. Tuesday: FOMC Meeting Begins.

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Marketing Marketing Taxes Economics 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

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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. Weekly performance is measured from Monday, March 4, to Friday, March 8.

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Marketing Marketing Insurance Taxes 103

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. Weekly performance is measured from Monday, March 18, to Friday, March 22.

Marketing 105

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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

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

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.

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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

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

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

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

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. In addition, rental income may be subject to a net investment income tax.

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.

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Marketing Marketing Economics Taxes 52

Abnormal Returns

AUGUST 18, 2024

disciplinefunds.com) Vanguard is launching two new active ETFs, the Vanguard Core Tax-Exempt Bond ETF ($VCRM) and Vanguard Short Duration Tax-Exempt Bond ETF ($VSDM). riabiz.com) Policy Violent crime is falling in many cities in 2024. apolloacademy.com) The economic schedule for the coming week.

Financial Advising 277

Financial Advising Taxes Media Government 277

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

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

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

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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

Cornerstone Financial Advisory

JULY 1, 2024

Weekly Market Insights: Mixed Message From Fed Chair, Governor Presented by Cornerstone Financial Advisory, LLC Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. 2 With the back half of the week packed with fresh economic data, conflicting stories developed about the economy.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JUNE 3, 2024

Weekly Market Insights: Stocks Sag On Downbeat Economic Indicators Presented by Cornerstone Financial Advisory, LLC Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. Source: YCharts.com, June 1, 2024. percent from the initial estimated 1.6

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 29, 2024

Weekly Market Insights | July 29th, 2024 Down Corporate Reports Shake Investors Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. 4 Source: YCharts.com , July 27, 2024. The Dow Jones Industrial Average picked up 0.75

Marketing 52

Marketing Marketing Taxes Pharmaceutical 52

Cornerstone Financial Advisory

JUNE 10, 2024

Weekly Market Insights: Solid Week Despite Mixed Reports Presented by Cornerstone Financial Advisory, LLC Stocks rose last week despite conflicting stories from economic reports. 2,3 Source: YCharts.com, June 8, 2024. 4 This Week: Key Economic Data Monday: 3-Month Treasury Bill Auction. The Nasdaq Composite led, picking up 2.38

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 8, 2024

3 Source: YCharts.com, July 6, 2024. 5,6 This Week: Key Economic Data Tuesday: Fed Chair Jerome Powell speaks. Source: Investors Business Daily – Econoday economic calendar; July 5, 2024 The Econoday economic calendar lists upcoming U.S. The Nasdaq and S&P both closed at all-time highs on Friday.

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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

JUNE 24, 2024

Weekly Market Insights: Stocks Rise Modestly Over Short Trading Week Presented by Cornerstone Financial Advisory, LLC Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial intelligence (AI) news. 4,5 Source: YCharts.com, June 22, 2024.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 15, 2024

Weekly Market Insights | July 15th, 2024 Stocks Advance After New Inflation Data Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. Source: YCharts.com, July 13, 2024. The Standard & Poor’s 500 Index advanced 0.87 Tuesday: Retail Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 22, 2024

Weekly Market Insights: Big Win For Big Tech Presented by Cornerstone Financial Advisory, LLC Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. Source: YCharts.com, January 20, 2024. Wednesday: PMI Composite.

Marketing 64

Marketing Marketing Economics Taxes 64

Cornerstone Financial Advisory

APRIL 29, 2024

4 On Thursday, markets slipped on two fresh pieces of economic data: a Gross Domestic Product (GDP) slowdown and higher consumer prices. 5 Source: YCharts.com, April 27, 2024. Earnings Vs. Inflation Corporate earnings and economic reports battled it out last week. The big economic news was that Q1 GDP grew at a 1.6

Marketing 52

Marketing Marketing Taxes Economics 52

Harness Wealth

MARCH 11, 2024

As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. But that doesn’t mean you simply have to accept a higher tax bill. Here are 20 tax-efficient actions to consider when filing your taxes in 2024.

Startup 59

Startup Taxes Medical Retirement 59

Cornerstone Financial Advisory

JANUARY 2, 2024

6 This Week: Key Economic Data Wednesday: Institute for Supply Management (ISM) Manufacturing Index. Source: Econoday, December 29, 2023 The Econoday economic calendar lists upcoming U.S. economic data releases (including key economic indicators), Federal Reserve policy meetings, and speaking engagements of Federal Reserve officials.

Taxes 104

Taxes Investment Advisor Numbers Investing 104

Cornerstone Financial Advisory

APRIL 1, 2024

Weekly Market Insights: Stocks Narrowly Higher Presented by Cornerstone Financial Advisory, LLC Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024. Conflicting economic news on Monday and Tuesday contributed to the slide.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MAY 13, 2024

1 Stocks hung out in a narrow trading band Tuesday and Wednesday, yawning at the sparse economic news and a handful of negative earnings results. 4,5 Source: YCharts.com, May 11, 2024. The markets all year have responded well when the “Goldilocks” outlook suggests that economic indicators are “just right.”

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Marketing Marketing Economics Taxes 52