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. WDAY), Zoom Video Communications, Inc. (ZM)

Marketing 105

Marketing Marketing Economics Taxes 105

Investment Writing

NOVEMBER 5, 2024

Susan has an exceptional ability to tailor investment communications to the sophistication level of any audience. She has an uncanny ability to make very complex investment and/or economic topics accessible and understandable to anyone.” I can think of no better resource for superior financial writing.” The post NOV.

Investments 52

Investments Investing Accounting Clients 52

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% Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

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

OCTOBER 31, 2022

Presented by Cornerstone Financial Advisory, LLC. 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.

Marketing 105

Marketing Marketing Economics Taxes 105

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. 3 This Week: Key Economic Data Monday: ISM Services Index. EIA Petroleum Report.

Marketing 104

Marketing Marketing Taxes Economics 104

Brown Advisory

NOVEMBER 1, 2023

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places.

Accounting 52

Accounting Taxes Assets Clients 52

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

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

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. In their economic projections, 12 of 19 Fed officials expect to raise rates once more this year.

Marketing 111

Marketing Marketing Taxes Economics 111

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. This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Wednesday: Producer Price Index (PPI).

Marketing 105

Marketing Marketing Taxes Economics 105

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. 6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index.

Marketing 111

Marketing Marketing Taxes Economics 111

Investment Writing

SEPTEMBER 3, 2024

Susan has an exceptional ability to tailor investment communications to the sophistication level of any audience. She has an uncanny ability to make very complex investment and/or economic topics accessible and understandable to anyone.” I can think of no better resource for superior financial writing.” The post SEPT.

Sales 105

Sales Clients Engineering Investments 105

Cornerstone Financial Advisory

AUGUST 1, 2022

Presented by Cornerstone Financial Advisory, LLC. Stocks on Thursday shrugged off news of a second-consecutive quarter of negative economic growth to build on Wednesday’s gains as fresh earnings continued to comfort, if not impress, investors. This Week: Key Economic Data. The Nasdaq Composite index gained 4.70% for the week.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

JANUARY 16, 2024

Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. A Tale Of Two Inflation Reports The biggest economic news last week was fresh inflation data.

Marketing 111

Marketing Marketing Taxes Economics 111

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. This Week: Key Economic Data Monday: New Home Sales. Tuesday: Consumer Confidence. Jobless Claims.

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 Beige Book.

Marketing 101

Marketing Marketing Economics Taxes 101

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

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. 5 This Week: Key Economic Data Monday: Housing Market Index. Housing Starts and Permits.

Marketing 105

Marketing Marketing Taxes Economics 105

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. 5 This Week: Key Economic Data Thursday: Jobless Claims. Friday: Consumer Sentiment.

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. 7 This Week: Key Economic Data Wednesday: Producer Price Index (PPI). Source: Econoday, October 6, 2023 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Taxes Economics 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. Retail Sales.

Marketing 103

Marketing Marketing Insurance Taxes 103

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. a Registered Investment Advisor.

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

OCTOBER 16, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. 5 This Week: Key Economic Data Tuesday: Retail Sales. Index of Leading Economic Indicators. Industrial Production. Wednesday: Housing Starts. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Trade Brains

SEPTEMBER 17, 2023

Hailed as ‘Small Cap Czar’ by The Economic Times, Porijnu Veliyath is a prominent ace investor of India with a networth of Rs 200 crore. Centum caters to a wide range of industries including aerospace, space, defence, communications, medical, etc. The industrial goods stock presently trades at a high P/E of 57 and a high P/B of 8.89

Portfolio 109

Portfolio Electronics Manufacturing Engineering 109

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. 6 This Week: Key Economic Data Tuesday: Existing Home Sales. The Nasdaq Composite index rose 2.37% for the week. FOMC Minutes.

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. 5 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). The Nasdaq Composite index surrendered 0.92% for the week.

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. You have a background, undergraduate, your economics degree from Notre Dame, but you were dual-major Spanish language and Literature degree, how useful was that in Latin America?

Clients 299

Clients Wealth Management Banking Investing 299

The Big Picture

JUNE 7, 2023

They have economics. And 70 percent of the economics of the alpha that has been generated will flow to the investors and 30 percent will accrue to the manager. Then we get into the setting up an economic structure which is going to be attractive to your investment staff. What is that economic trajectory look like with success?

Management 277

Management Investments Investing Economics 277

Trade Brains

AUGUST 1, 2022

Presently Natarajan Chandrasekaran is the executive chairman of Tata Sons. Adani Ports and Special Economic Zones Martime 750 158,417. It has a present project portfolio of 20,434 MW. There are 20 publicly listed Tata companies as of the present date totaling a market cap of eye-popping Rs. The Mistry family holds an 18.4%

Planning 98

Planning Distribution Retail Manufacturing 98

Cornerstone Financial Advisory

APRIL 24, 2023

Stocks Show Small Losses After Mixed Week Presented by Cornerstone Financial Advisory, LLC Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and lingering recession fears, closing out the five trading days with small losses. 5 This Week: Key Economic Data Tuesday: Consumer Confidence. New Home Sales.

Marketing 59

Marketing Marketing Taxes Economics 59

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. In the present advisory environment, advisors need to be as proficient with technological tools as they are with financial strategies.

Investments 52

Investments Investing Investment Advisor Budgeting 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. 4,5,6,7 This Week: Key Economic Data Tuesday: US Two-Year Note Auction.

Marketing 64

Marketing Marketing Economics Taxes 64

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

Validea

OCTOBER 12, 2024

It requires clear communication, education, and a shared long-term perspective to prevent investors from abandoning sound strategies at potentially the worst times. This is particularly challenging when an investment strategy loses money in a year when the broader market is up, as we’ve seen with some value strategies in recent years.

Management 78

Management Portfolio Communication Investment Planning 78