Cornerstone Financial Advisory

MARCH 4, 2024

1 Economic news also helped boost markets. 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. 3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales. Tuesday: Factory Orders.

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Cornerstone Financial Advisory

JANUARY 8, 2024

3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. Source: Investor’s Business Daily, Econoday economic calendar; January 5, 2024 The Econoday economic calendar lists upcoming U.S. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

JANUARY 16, 2024

On Friday, the start of earnings season brought mixed results from a handful of major banks. 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. 1,2,3,4,5 Source: YCharts.com, January 13, 2024. Housing Starts.

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Cornerstone Financial Advisory

FEBRUARY 12, 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. a Registered Investment Advisor. Retail Sales.

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International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

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James Hendries

JULY 13, 2022

How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. Investing in emerging markets may accentuate these risks. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

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Cornerstone Financial Advisory

MARCH 27, 2023

Mixed Message Provokes Volatility Presented by Cornerstone Financial Advisory, LLC Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. 5 This Week: Key Economic Data Tuesday: Consumer Confidence. Rate Hike Cycle Ending?

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Cornerstone Financial Advisory

MARCH 11, 2024

Markets clawed back much of their losses on Wednesday and Thursday, with the Fed Chair’s upbeat comments to the Senate Banking Committee boosting stocks. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

MARCH 20, 2023

Markets Cautious After Banking Woes; Awaiting Fed Reaction Presented by Cornerstone Financial Advisory, LLC Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector. Since then, two U.S.

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Cornerstone Financial Advisory

JULY 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Cornerstone Financial Advisory, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. The Nasdaq Composite index added 2.19%.

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Cornerstone Financial Advisory

OCTOBER 31, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth. Economic Growth Exceeds Expectations. This Week: Key Economic Data. The Nasdaq Composite index added 2.24% for the week.

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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. 4 This Week: Key Economic Data Monday: 3-Month Treasury Bill Auction. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

OCTOBER 9, 2023

7 This Week: Key Economic Data Wednesday: Producer Price Index (PPI). Source: Econoday, October 6, 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. Jobless Claims.

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Cornerstone Financial Advisory

AUGUST 7, 2023

Markets were rattled initially by news that the Treasury raised its borrowing requirement for the third quarter by more than a quarter of a trillion dollars and on news that the Bank of Japan announced it would allow bond yields to rise after years of capping them. 6 This Week: Key Economic Data Thursday: Consumer Price Index (CPI).

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Cornerstone Financial Advisory

APRIL 3, 2023

Banking Crisis Fears Dim; Markets Rally Presented by Cornerstone Financial Advisory, LLC Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names. Source: Econoday, March 31, 2023 The Econoday economic calendar lists upcoming U.S.

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Cornerstone Financial Advisory

JULY 8, 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. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

MARCH 13, 2023

Stocks also were rattled when a west coast bank was placed into receivership on Friday following a run on deposits. The lower move was triggered by a specialty bank’s liquidity issues, though regional and money center banks could not escape the selling. This Week: Key Economic Data Tuesday: Consumer Price Index (CPI).

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International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients.

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Cornerstone Financial Advisory

OCTOBER 14, 2024

4,5 Earnings season kicked off Friday, and update reports from a few money center banks injected some enthusiasm into markets. 7,8 This Week: Key Economic Data Monday: Fed Official Christopher Waller speaks. Oil prices fell back as investors took a wait-and-see stance concerning Middle East tensions.3 API Weekly Oil Stocks.

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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. The four-day trading week began with more Q4 bank earnings, which disappointed.

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Cornerstone Financial Advisory

OCTOBER 16, 2023

5 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. Source: Econoday, October 13, 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.

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International College of Financial Planning

APRIL 25, 2024

Individuals who attain the CFP® certification are respected for their expertise and commitment to adhering to the highest ethical standards, significantly enhancing their credibility and career prospects in the BFSI (Banking, Financial Services and Insurance) sector. Compared to investment advisors, CFP® offer a more comprehensive service.

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Cornerstone Financial Advisory

JULY 15, 2024

Markets seemed initially unfazed by better-than-expected reports from some money center banks. 5 This Week: Key Economic Data Monday: Fed Chair Jerome Powell and Fed Official Mary Daly speak. Source: Investors Business Daily – Econoday economic calendar; July 12, 2024 The Econoday economic calendar lists upcoming U.S.

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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. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. ABA Banking Journal, October 25, 2024 7. Consumer Confidence.

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Cornerstone Financial Advisory

MAY 8, 2023

1,2,3 Stocks See-Saw Renewed regional bank concerns weighed on investor sentiment last week, despite the rescue of a troubled bank before the start of the trading week. But worries were not isolated to regional banks. 4, 5 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Jobless Claims.

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Cornerstone Financial Advisory

APRIL 15, 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. 5,6 This Week: Key Economic Data Monday: Retail Sales. a Registered Investment Advisor.

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Cornerstone Financial Advisory

SEPTEMBER 26, 2022

would not tame inflation without economic pain. Global central banks moved in tandem with the Fed, as the Bank of England, Swiss National Bank, and Norway’s Norges Bank, among others, also hiked rates. This Week: Key Economic Data. a Registered Investment Advisor. Another Rate Hike.

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Cornerstone Financial Advisory

APRIL 17, 2023

5 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. Source: Econoday, April 14, 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.

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Cornerstone Financial Advisory

MAY 6, 2024

Weekly Market Insights: Volatility, Uncertainty Rule The Week For Markets Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. 4,5 This Week: Key Economic Data Wednesday: EIA Petroleum Report. a Registered Investment Advisor.

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Cornerstone Financial Advisory

MAY 1, 2023

Stocks Rally As Attention Shifts To Fed’s May Meeting Presented by Cornerstone Financial Advisory, LLC Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week. The Nasdaq Composite index rose 1.28% for the week.

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Cornerstone Financial Advisory

JULY 17, 2023

Despite some positive earnings surprises from several big banks and a major healthcare provider, stocks closed out a good week with a slight decline. 6 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. Source: Econoday, July 14 , 2023 The Econoday economic calendar lists upcoming U.S.

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Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Weekly Market Insights: Stocks Stand Still, Awaiting Fed Presented by Cornerstone Financial Advisory, LLC Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. 5 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. in August.

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Cornerstone Financial Advisory

OCTOBER 7, 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. It also showed that unemployment ticked down to 4.1 percent last month.

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James Hendries

NOVEMBER 3, 2022

Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning. We should also have slowing corporate earnings growth and greater economic uncertainty to contend with, some formidable seas to navigate.

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Cornerstone Financial Advisory

AUGUST 21, 2023

Weekly Market Insights: Stocks Weather Summer Storm Of News And Indicators Presented by Cornerstone Financial Advisory, LLC Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. banks by Fitch, a credit-rating agency. banks by Fitch, a credit-rating agency.

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Cornerstone Financial Advisory

AUGUST 28, 2023

1,2,3 Stocks Manage Gains Stock rallied on Monday on upbeat sentiment over the earnings release from a mega-cap semiconductor company scheduled for mid-week, only to see that momentum fizzle the following day on weak retail earnings and a credit downgrade of a handful of banks. This Week: Key Economic Data Tuesday: Consumer Confidence.

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James Hendries

JULY 21, 2022

How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. The sources of turbulence are clear.

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