Cornerstone Financial Advisory

FEBRUARY 19, 2024

3 Source: YCharts.com, February 17, 2024. While the Fed has indicated short-term rates may trend lower in 2024, the January inflation reports support Fed Chair Powell’s recent comments that the Fed is in no hurry to cut rates. Source: Zacks, February 15, 2024 Companies mentioned are for informational purposes only.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

3,4 Source: YCharts.com, March 16, 2024. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. DRI) Source: Zacks, March 13, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 15, 2024 2.

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Cornerstone Financial Advisory

JANUARY 16, 2024

1,2,3,4,5 Source: YCharts.com, January 13, 2024. Source: Investor’s Business Daily, Econoday economic calendar; January 10, 2024 The Econoday economic calendar lists upcoming U.S. TRV), State Street Corporation (STT) Source: Zacks, January 10, 2024 Companies mentioned are for informational purposes only. Industrial Production.

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Cornerstone Financial Advisory

JANUARY 29, 2024

4 Source: YCharts.com, January 27, 2024. Source: Investors Business Daily – Econoday economic calendar; January 26, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Fed Balance Sheet.

Marketing 105

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Cornerstone Financial Advisory

FEBRUARY 12, 2024

3 Source: YCharts.com, February 10, 2024. Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. AMAT), Deere & Company (DE) Source: Zacks, February 8, 2024 Companies mentioned are for informational purposes only. CNBC.com, February 9, 2024 4.

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Cornerstone Financial Advisory

MARCH 4, 2024

2 Source: YCharts.com, March 2, 2024. Source: Investors Business Daily – Econoday economic calendar; February 27, 2024 The Econoday economic calendar lists upcoming U.S. KR) Source: Zacks, February 27, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, February 29, 2024 2.

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Trade Brains

OCTOBER 21, 2024

The Indian IPO market has witnessed remarkable growth and impressive returns in 2024. Strong Performance of Indian IPOs in 2024 Over the past year, Indian IPOs have generated an average return of 35%, outpacing broader market indices. Several IPOs have recorded exceptional returns in 2024.

Manufacturing 52

Manufacturing Government Healthcare Planning 52

Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. CNBC.com, January 29, 2024 2. EIA Petroleum Report.

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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. ABNB) Source: Zacks, November 1, 2024. Investing.com, November 1, 2024 3.

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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. The Wall Street Journal, January 5, 2024 2.

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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. The Wall Street Journal, October 25, 2024 2. Investing.com, October 25, 2024 3.

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XY Planning Network

DECEMBER 11, 2023

This post dives into key details and what you need to know as we head towards 2024 to ensure you’re compliant. Unless your firm is registered with the SEC, your business is likely subject to the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act.

Investment Advisor 100

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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. The Wall Street Journal, August 30, 2024 2. Investing.com, August 30, 2024 3.

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Cornerstone Financial Advisory

AUGUST 19, 2024

Weekly Market Insights | August 19th, 2024 The S&P 500’s Best Weekly Gain of The Year. 6,7 Source: YCharts.com, August 17, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; August 16, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, August 16, 2024 2.

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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.

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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 Wall Street Journal, July 19, 2024 2.

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Cornerstone Financial Advisory

OCTOBER 14, 2024

6 Source: YCharts.com, October 12, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; October 9, 2024 The Econoday economic calendar lists upcoming U.S. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 52

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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. Source: I nvestors Business Daily – Econoday economic calendar ; August 8, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, August 9, 2024 2. Consumer Sentiment.

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Cornerstone Financial Advisory

AUGUST 5, 2024

Weekly Market Insights | August 5th, 2024 Stocks Fall, Concerns Rise. 5,6 Source: YCharts.com, August 3, 2024. Source: Investors Business Daily – Econoday economic calendar; August 2, 2024. GILD) Source: Zacks, August 2, 2024 Companies mentioned are for informational purposes only. S&P Global, July 31, 2024 4.

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Tobias Financial

AUGUST 5, 2024

We are thrilled to announce that Tobias Financial Advisors made the Worth Magazine’s 2024 Leading Advisors List. Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.

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Financial Advisor Investment Advisor Wealth Management Commission 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 Wall Street Journal, July 26, 2024 2.

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Cornerstone Financial Advisory

OCTOBER 7, 2024

7 Source: YCharts.com, October 5, 2024. Source: Investors Business Daily – Econoday economic calendar; October 4, 2024 The Econoday economic calendar lists upcoming U.S. BLK), The Bank of New York Mellon Corporation (BK) Source: Zacks, October 4, 2024 Companies mentioned are for informational purposes only.

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Cornerstone Financial Advisory

JULY 8, 2024

3 Source: YCharts.com, July 6, 2024. Source: Investors Business Daily – Econoday economic calendar; July 5, 2024 The Econoday economic calendar lists upcoming U.S. C), The Bank of New York Mellon Corporation (BK) Source: Zacks, July 5, 2024 Companies mentioned are for informational purposes only. IRS.gov, May 7, 2024 8.

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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

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 Wall Street Journal, July 12, 2024 2. Copyright 2024 FMG Suite.

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. The Wall Street Journal, September 13, 2024 2. Investing.com, September 13, 2024 3.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JUNE 24, 2024

4,5 Source: YCharts.com, June 22, 2024. Source: Investors Business Daily – Econoday economic calendar; June 21, 2024 The Econoday economic calendar lists upcoming U.S. WBA) Source: Zacks, June 21, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, June 21, 2024 2.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 1, 2024

6 Source: YCharts.com, June 29, 2024. Source: Investors Business Daily – Econoday economic calendar; June 25, 2024 The Econoday economic calendar lists upcoming U.S. KALV) Source: Zacks, June 25, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, June 28, 2024 2. FOMC Minutes.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JUNE 17, 2024

5 Source: YCharts.com, June 15, 2024. Source: Investors Business Daily – Econoday economic calendar; June 13, 2024 The Econoday economic calendar lists upcoming U.S. KMX) Source: Zacks, June 13, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, June 14, 2024 2. Jobless Claims.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JUNE 10, 2024

2,3 Source: YCharts.com, June 8, 2024. Source: Investors Business Daily – Econoday economic calendar; June 7, 2024 The Econoday economic calendar lists upcoming U.S. ADSK) Source: Zacks, June 7, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, June 7, 2024 2.

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Cornerstone Financial Advisory

JANUARY 2, 2024

FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. Copyright 2024 FMG Suite. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Taxes 104

Taxes Investment Advisor Numbers Investing 104

Cornerstone Financial Advisory

JANUARY 22, 2024

1,2,3 Tech stocks drove the Thursday rally, with the S&P and Nasdaq recouping their 2024 losses. Source: YCharts.com, January 20, 2024. Source: Investor’s Business Daily, Econoday economic calendar; January 19, 2024 The Econoday economic calendar lists upcoming U.S. CNBC.com, January 16, 2024. Durable Goods Orders.

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Marketing Marketing Economics Taxes 64

Cornerstone Financial Advisory

MAY 13, 2024

4,5 Source: YCharts.com, May 11, 2024. Source: Investors Business Daily – Econoday economic calendar; May 10, 2024 The Econoday economic calendar lists upcoming U.S. AMAT), Deere & Company (DE) Source: Zacks, May 10, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, May 10, 2024 2.

Marketing 52

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Cornerstone Financial Advisory

JUNE 3, 2024

Source: YCharts.com, June 1, 2024. Source: Investors Business Daily – Econoday economic calendar; May 31, 2024 The Econoday economic calendar lists upcoming U.S. DLTR) Source: Zacks, May 31, 2024 Companies mentioned are for informational purposes only. CNBC.com, May 30, 2024 2. CNBC.com, May 31, 2024 3.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 1, 2024

All three of the major averages posted gains for Q1 2024. 4 Source: YCharts.com, March 30, 2024. Source: Investors Business Daily – Econoday economic calendar; March 27, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, March 28, 2024 2. CNBC.com, March 25, 2024 3.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 22, 2024

1,2 On Tuesday, remarks from Fed Chair Jerome Powell indicated a shift in thinking—from being confident to not-so-confident about interest rate cuts in 2024. 5 Source: YCharts.com, April 20, 2024. Source: Investors Business Daily – Econoday economic calendar; April 18, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

APRIL 15, 2024

4 Source: YCharts.com, April 13, 2024. The start of Q1 earnings season reinforced inflation concerns as several leading money center banks—despite many beating expectations—forecasted lower growth for the remainder of 2024 due partly to inflation and higher-than-expected rates. The Wall Street Journal, April 12, 2024 2.

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Marketing Marketing Taxes Economics 52