Investment Writing

MAY 7, 2024

Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” You might also enjoy “ Investment commentary numbers: How to get them right.” For a handy overview of my approach to investment commentary, you can buy my mini e-book.

Asset Allocation 109

Asset Allocation Communication Clients Assets 109

Cornerstone Financial Advisory

OCTOBER 2, 2023

Mixed Economic Signals Amid recent signs of a labor market cooling (a hopeful sign for ending rate hikes), last Thursday’s initial jobless claims report showed only a slight increase of 204,000. However, beneath the headline number, consumer spending was cut to a 0.8 Answer: She bought house numbers. Thursday: Jobless Claims.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88 Jobless Claims.

Taxes 104

Taxes Investment Advisor Numbers Investments 104

Cornerstone Financial Advisory

OCTOBER 30, 2023

Economic data released on Thursday showed remarkable economic strength, with above-consensus forecast growth in third-quarter Gross Domestic Product (GDP) and September’s durable goods orders, with only a minor uptick in initial jobless claims. 5 This Week: Key Economic Data Wednesday: FOMC Announcement. Jobless Claims.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 5, 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. Your mental health influences how you communicate with others, perform at work, and feel about yourself. EIA Petroleum Report.

Marketing 104

Marketing Marketing Taxes Economics 104

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. A downward revision of Q2 economic growth and fresh signs of a cooling labor market reversed the recent rise in bond yield.

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

Cornerstone Financial Advisory

AUGUST 7, 2023

6 This Week: Key Economic Data Thursday: Consumer Price Index (CPI). Consumer Sentiment Source: Econoday, August 4, 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. .”

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

JANUARY 16, 2024

A Tale Of Two Inflation Reports The biggest economic news last week was fresh inflation data. That number was higher than the 3.2 6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. Treasury note yield is expressed in basis points. The Consumer Price Index (CPI) rose 0.3 percent figure in November.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

NOVEMBER 6, 2023

5 This Week: Key Economic Data Thursday: Jobless Claims. Source: Econoday, November 3, 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. Friday: Consumer Sentiment.

Marketing 105

Marketing Marketing Taxes Economics 105

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. ROC 5 = the rate of change in the index for the previous 5 trading days.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 25, 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. Tip adapted from Healthline.com 7 Which positive whole number can you add 1.5 Tuesday: Durable Goods Orders. Retail Inventories.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

In his post-announcement press conference, Fed Chair Powell remarked the inflation battle would continue, and upcoming economic data would inform the FOMC’s future rate hike decision. In their economic projections, 12 of 19 Fed officials expect to raise rates once more this year. in the fourth quarter, down from June’s 3.9%

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. 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.

Marketing 105

Marketing Marketing Taxes Economics 105

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. It was at Bank One, at the time. BITTERLY MICHELL: … was — no, no.

Clients 299

Clients Wealth Management Banking Investing 299

Cornerstone Financial Advisory

OCTOBER 16, 2023

PPI, CPI Updates The disinflationary trend appears to be stalling if the inflation numbers are any indication. 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. versus a forecast of a 0.3%

Marketing 105

Marketing Marketing Taxes Economics 105

MarketWatch

JANUARY 31, 2023

economic growth remained robust to finish off last year, with the advance reading on fourth-quarter GDP released last week showed growth of 2.9% year-over-year, a headline number that was larger than economists’ expectations. Investors also cheered signs that the U.S.

Media 75

Media Communication Economics Numbers 75

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. 6 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Taxes Economics 105

Good Financial Cents

DECEMBER 14, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. CFOs typically have a deep understanding of economic theory and practice and strong analytical and problem-solving skills. One industry that tends to be recession-resistant is finance.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Cornerstone Financial Advisory

NOVEMBER 27, 2023

They further said that future rate decisions will be based on fresh economic data, offering no indication that a rate cut was forthcoming, as many analysts are increasingly anticipating for 2024. This Week: Key Economic Data Monday: New Home Sales. Source: Econoday, November 24, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Taxes Economics 105

Mish Talk

NOVEMBER 30, 2022

As well as IBM and Maersk, the project had support from a number of carriers, customs organisations, banks and transport providers to create an information ecosystem. The document-sharing platform helped simplify workflows through a set of digital supply-chain visibility, collaboration and analytics tools. A decentralized system (e.g.,

License 219

License Transportation Distribution Banking 219

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 298

Consulting Numbers Management Investing 298

Cornerstone Financial Advisory

NOVEMBER 20, 2023

1,2,3 Stocks March Higher A better-than-anticipated consumer inflation number on Tuesday sent bond yields sharply lower, igniting a powerful, exceptionally broad-based rally that saw 91% of all New York Stock Exchange volume advancing in price and a similarly substantial advance (85%) on the NASDAQ. FOMC Minutes. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Carson Wealth

SEPTEMBER 23, 2024

Beyond headline inflation, higher energy prices can even feed into core inflation numbers that the Fed typically focuses on. And if economic growth remains resilient, bond yields should not be moving lower. But mid- and small-cap stocks, which are even more geared to economic growth, outperformed.

Marketing 96

Marketing Marketing Economy Economics 96

Trade Brains

SEPTEMBER 26, 2024

This expansion has transformed how Indians communicate and access information in their daily lives. However, it remains crucial for India’s digital future and economic development. Bharti Airtel is also the largest integrated communications solution provider in the Indian telecom landscape.

Government 98

Government Communication Marketing Marketing 98

Calculated Risk

JANUARY 4, 2023

In determining the pace of future increases in the target range, participants judged that it would be appropriate to take into account the cumulative tightening of monetary policy, the lags with which monetary policy affects economic activity and inflation, and economic and financial developments.

Risk Management 52

Risk Management Economics Numbers Communication 52

Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. We’ve partnered with the experts at The Retirement Learning Center to update advisors on how the retirement plan landscape has been altered by the 2020 economic crisis. I have a bachelor’s degree in economics, a master’s degree in marketing.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

The Big Picture

SEPTEMBER 10, 2024

In doing so, I thought this conversation was really quite fascinating, and I think you will also, especially if you’re not only interested in equity, but curious as to how to combine various aspects of market functions, valuation, economic cycle, fed actions into one coherent strategy. But generally starts with the economic cycle.

Valuation 162

Valuation Clients Investing Investments 162

Brown Advisory

JUNE 23, 2016

Fear: Winning the Hearts and Minds of Arab Youth achen Thu, 06/23/2016 - 10:27 The Middle East, although torn by conflict, shows long-term promise, with a proportionally large and growing population of youth that is online, tech savvy and eager to find economic opportunities. They are intended for the sole use of the addressee.

Communication 52

Communication Economics Clients Startup 52

Brown Advisory

JUNE 23, 2016

The Middle East, although torn by conflict, shows long-term promise, with a proportionally large and growing population of youth that is online, tech savvy and eager to find economic opportunities. The rulers tolerate initiatives such as literacy programs or entrepreneurship while tightly controlling access to political and economic power.

Communication 52

Communication Economics Clients Startup 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

Zoe Financial

OCTOBER 2, 2023

Economic Snapsot: Influence coming from the Fed communicating interest rates may keep hiking. Core PCE inflation numbers were better than expected. For the quarter it was down 3%. Nasdaq was down 6% for September. Bad quarter but still a good year. Potential recession worries. Concerns of a government shutdown.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. This Week: Key Economic Data. PANW), Zoom Video Communications, Inc. (ZM).

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data. Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. 6 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). FOMC Minutes.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 23, 2023

Mixed Results Following Weak Economic Data Presented by Cornerstone Financial Advisory, LLC Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season. economic growth is consumer spending. Thurday: Gross Domestic Product (GDP).

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 11, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. Technology shares were the week’s big winners as investors appear to have turned to companies with earnings growth potential during a weakening economic environment. This Week: Key Economic Data.

Marketing 52

Marketing Marketing Taxes Economics 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. On the economic front, last week’s news was generally disappointing. Factory Orders.

Marketing 52

Marketing Marketing Economics Taxes 52