Investment Writing

JUNE 4, 2024

Protect your publication against AI-generated text You need a policy on text created using generative artificial intelligence (AI), such as ChatGPT, if you’re publishing a blog, newsletter, or other communication using articles that you haven’t personally written. Here’s my policy. It’s partly a matter of how many decisions have to be made.

Communication 52

Communication Clients Investing Investments 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

Investment Writing

AUGUST 6, 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.”

Engineering 52

Engineering Medical Clients Communication 52

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

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 99

Sales Clients Engineering Investing 99

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

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

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

Brown Advisory

MARCH 1, 2016

Present at the Creation: Early-Stage Venture Capital. Stock market volatility has spiked in response to immediate market concerns about energy prices, weakening economic growth in China and changes to monetary policy, as well as momentous capital-market shifts during the past 20 years. Tue, 03/01/2016 - 16:02.

Valuation 52

Valuation Clients Investing Investments 52

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. I’d say it’s unlikely.”

Marketing 52

Marketing Marketing Economics Taxes 52

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

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.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JUNE 24, 2024

Weekly Market Insights: Stocks Rise Modestly Over Short Trading Week Presented by Cornerstone Financial Advisory, LLC Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial intelligence (AI) news. The Dow Jones Industrial Average rose 1.45

Marketing 52

Marketing Marketing Economics Taxes 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

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

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. The Dow Jones Industrial Average inched up 0.29 FOMC Announcement.

Marketing 52

Marketing Marketing Economics Taxes 52

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

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

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. 5 This Week: Key Economic Data Tuesday: Existing Home Sales. New Home Sales.

Marketing 52

Marketing Marketing Economics Taxes 52

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

JULY 8, 2024

Weekly Market Insights: Stocks Steady In Short Holiday Trading Presented by Cornerstone Financial Advisory, LLC Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. 5,6 This Week: Key Economic Data Tuesday: Fed Chair Jerome Powell speaks. Consumer Sentiment.

Marketing 52

Marketing Marketing Economics Taxes 52

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

Ballast Advisors

JULY 18, 2024

Economic Factors: Interest rates can fluctuate based on economic conditions, including inflation, the Federal Reserve’s monetary policy, and the overall health of the economy. Broadridge Investor Communication Solutions, Inc. The information presented here is not specific to any individual’s personal circumstances.

Taxes 52

Taxes Insurance Budgeting Education 52

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

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

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

AUGUST 28, 2023

Weekly Market Insights: Stocks Retreat; Powell Talk Goes Hawk Presented by Cornerstone Financial Advisory, LLC Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. This Week: Key Economic Data Tuesday: Consumer Confidence.

Marketing 52

Marketing Marketing Economics Taxes 52

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

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

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

Investment Writing

MARCH 19, 2024

How AI affects evaluating student performance With generative AI making it easier for everyone to write exam answers and essays, the role of written communications will become less important in academia, according to “ AI in the Academy: Cautious embrace of a new technology ” in Harvard Magazine.

Communication 52

Communication Clients Investing Investments 52

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.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 19, 2023

Weekly Market Insights: Stocks Climb After Fed Pause Presented by Cornerstone Financial Advisory, LLC Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience. Index of Leading Economic Indicators.

Marketing 59

Marketing Marketing Economics Taxes 59

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

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 52

Management Portfolio Communication Investment Planning 52

Cornerstone Financial Advisory

JUNE 17, 2024

Weekly Market Insights: Market Enjoys Gains, Reacting To Major Reports Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week, driven by the Fed’s decision, May’s inflation report, and Apple’s AI-related news. 7,8 This Week: Key Economic Data Monday: Empire State Manufacturing Index.

Marketing 52

Marketing Marketing Economics Taxes 52