Nerd's Eye View

MAY 10, 2024

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

Financial Planner 246

Financial Planner Retirement Planning Retirement Valuation 246

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. Inflection Point? Tuesday: Durable Goods.

Marketing 105

Marketing Marketing Economics Taxes 105

Calculated Risk

OCTOBER 12, 2022

From the Fed: Minutes of the Federal Open Market Committee, September 20-21, 2022. Participants observed that a period of real GDP growth below its trend rate, very likely accompanied by some softening in labor market conditions, was required. "Purposefully moving" towards a more restrictive policy. emphasis added

Communication 145

Communication Economics Risk Management Management 145

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Weekly Market Insights: Investors Move Past Mixed Fed Message Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. This strong report did not negatively impact the markets. percent target range.

Marketing 104

Marketing Marketing Taxes Economics 104

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

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. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 105

Marketing Marketing Taxes Economics 105

The Big Picture

AUGUST 8, 2023

It is a “monthly measure of how unpredictable overall economic conditions are 1 month, 3 months, and 1 year ahead.” But “uncertainty” as that word is commonly used on Wall Street 1 seems to be correlated with concerns about faltering economic conditions and/or rising market volatility.

Distribution 246

Distribution Economics Communication Media 246

Cornerstone Financial Advisory

JANUARY 16, 2024

Weekly Market Insights: Investors Begin To See The Light In Upbeat Week. 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. Stocks Rock And Roll It was a rocky week that ended on a high note. Housing Starts.

Marketing 111

Marketing Marketing Taxes Economics 111

The Big Picture

JULY 21, 2023

Wall Street Journal ) • Market Resilience or Investors In Denial? I am not a market prognosticator for a simple reason. Markets, as is their wont, live to surprise, and the first six months of 2023 has wrong-footed the experts (again). Then she created the most popular doll in history. A Mid-year Assessment for 2023!

Engineering 239

Engineering Valuation Communication Media 239

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Influencing this market rally were positive corporate earnings reports. This trend continued throughout the week, contributing to the overall market momentum. Economic Strength The strength of the U.S. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Treasury note yield is expressed in basis points.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 23, 2023

Weekly Market Insights: Stocks Retreat Despite Solid Earnings Presented By Cornerstone Financial Advisory, LLC Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. in September–well above the forecast of a 0.3%

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

Weekly Market Insights: Fed Talk Boosts Stocks Presented by Cornerstone Financial Advisory, LLC Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. 4,5 This Week: Key Economic Data Monday: New Home Sales.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. That performance pattern suggests market leadership may be broadening. stock market.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 4, 2024

Weekly Market Insights: Tech And AI Lead Another Advancing Week Presented by Cornerstone Financial Advisory, LLC Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. 1 Economic news also helped boost markets. percent in January versus December—and 2.4

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

OCTOBER 30, 2023

Weekly Market Insights: Stocks Retreat On Cautious Earnings Reports Presented by Cornerstone Financial Advisory, LLC Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 11, 2024

Weekly Market Insights: Markets Take A Breather After Mixed Week Presented by Cornerstone Financial Advisory, LLC Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Weekly Market Insights: Stocks End Summer With Gloomy News Presented by Cornerstone Financial Advisory, LLC Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The MSCI EAFE index, which tracks developed overseas stock markets, fell 1.77%.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The MSCI EAFE index, which tracks developed overseas stock markets, fell 1.95%. Thursday: Jobless Claims.

Marketing 111

Marketing Marketing Taxes Economics 111

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. The MSCI EAFE index, which tracks developed overseas stock markets, gained 4.89%. Economic Growth Exceeds Expectations.

Marketing 105

Marketing Marketing Economics Taxes 105

Nerd's Eye View

JULY 26, 2022

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

Financial Planner 246

Financial Planner Management Planning Financial Advisor 246

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The MSCI EAFE index, which tracks developed overseas stock markets, picked up 2.71%. Thursday: Jobless Claims.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. The MSCI EAFE index, which tracks developed overseas stock markets, rose 0.95%. This Week: Key Economic Data. The Nasdaq Composite index gained 4.70% for the week. Factory Orders.

Marketing 104

Marketing Marketing Taxes Economics 104

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. 3,4 This Week: Key Economic Data Tuesday: International Trade in Goods. also helped sentiment.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

DECEMBER 18, 2023

Weekly Market Insights : Stocks Rally On Fed, Inflation News Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The MSCI EAFE index, which tracks developed overseas stock markets, tacked on 2.75%. from a year ago.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Weekly Market Insights: Short Week Strong For Stocks Presented by Cornerstone Financial Advisory, LLC Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The MSCI EAFE index, which tracks developed overseas stock markets, was flat (+0.03%).

Marketing 105

Marketing Marketing Taxes Economics 105

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. The MSCI EAFE Index, which tracks developed overseas stock markets, declined 2.91 5 Market observers anticipate a 0.25 Consumer Credit.

Marketing 90

Marketing Marketing Economics Taxes 90

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The MSCI EAFE index, which tracks developed overseas stock markets, gained 3.12%.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 9, 2023

Weekly Market Insights: Stocks Rally After Strong Jobs Report Presented by Cornerstone Financial Advisory, LLC A Friday rally overcame a shaky week, sending stocks mostly higher. The MSCI EAFE index, which tracks developed overseas stock markets, fell 2.37%. 4 All About Jobs The labor market remains resilient. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 16, 2023

Weekly Market Insights: Markets React To Turmoil In Middle East, Inflation Concerns. The MSCI EAFE index, which tracks developed overseas stock markets, advanced 2.37%. 5 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. stock market. Industrial Production.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JULY 10, 2023

Weekly Market Insights: Stocks Stumble With CPI On Deck Presented by Cornerstone Financial Advisory, LLC Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. The MSCI EAFE index, which tracks developed overseas stock markets, tumbled 2.57%. Thursday: Producer Price Index (PPI).

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 4, 2023

​ Weekly Market Insights: Stocks Rise As Bond Yields Fall A Friday rally turned an otherwise mixed week for stocks into a solid performance. The MSCI EAFE index, which tracks developed overseas stock markets, ended marginally higher by 0.13%. 5 This Week: Key Economic Data Monday: Factory Orders. in October and 3.5%

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Weekly Market Insights: November Rally Continues Presented by Cornerstone Financial Advisory, LLC Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. The MSCI EAFE index, which tracks developed overseas stock markets, increased 3.36%. Both were below market forecasts.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 13, 2023

Weekly Market Insights: Stocks Rally Friday; Powell Cautious On Progress Presented by Cornerstone Financial Advisory, LLC A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The MSCI EAFE index, which tracks developed overseas stock markets, edged 0.25% higher. stock market.

Marketing 105

Marketing Marketing Taxes Economics 105

Abnormal Returns

MAY 19, 2023

Markets Across the board, volatility is below average. bonddad.blogspot.com) Earlier on Abnormal Returns Podcast links: the economics of innovation. newsletter.abnormalreturns.com) Mixed media How AI can subtly influence you and your communications. mrzepczynski.blogspot.com) Housing stocks are defying recession talk.

Financial Advising 130

Financial Advising Advertising Communication Media 130

Nerd's Eye View

JUNE 27, 2023

What's unique about Eric, though, is how, 10 years after launching his firm and enjoying strong and steady growth, he hit a capacity wall as a solo advisor and suddenly found the business going backwards, as a $4 million client decided to relocate, and market volatility caused several other clients to leave his firm (which meant a loss of $100,000 (..)

Financial Advisor 217

Financial Advisor Clients Valuation Communication 217

Calculated Risk

JULY 5, 2023

From the Fed: Minutes of the Federal Open Market Committee, June 13-14, 2023. The staff's inflation forecast was little revised relative to the previous projection, and supply–demand imbalances in both goods markets and labor markets were still judged to be easing only slowly. percent this year, with core inflation at 3.7

Economics 122

Economics Communication Banking Economy 122

Cornerstone Financial Advisory

AUGUST 7, 2023

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating.

Marketing 98

Marketing Marketing Medicine Taxes 98