Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.

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

MARCH 18, 2024

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. 5 This Week: Key Economic Data Monday: Housing Market Index. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Tuesday: FOMC Meeting Begins.

Marketing 105

Marketing Marketing Taxes Economics 105

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. Existing Home Sales. Index of Leading Economic Indicators. New Home Sales. Wednesday: Consumer Confidence. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

NAIFA Advisor Today

DECEMBER 14, 2022

After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago. She also received her BA in philosophy from the University of Maryland.

Wealth Accumulation 80

Wealth Accumulation Insurance Communication Financial Advisor 80

Cornerstone Financial Advisory

JANUARY 16, 2024

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. Wednesday: Retail Sales. Friday: Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

MARCH 25, 2024

The rally continued through Thursday, boosted further by news that existing home sales rose 9.5 4,5 This Week: Key Economic Data Monday: New Home Sales. Pending Home Sales. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S.

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. New Home Sales. Wednesday: Durable Goods Orders.

Marketing 111

Marketing Marketing Taxes Economics 111

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

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.

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. It should not be considered a solicitation for the purchase or sale of the securities. EIA Petroleum Report.

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

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. Tuesday: Consumer Confidence. Wednesday: Gross Domestic Product (GDP).

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

Nerd's Eye View

MARCH 26, 2024

In this episode, we talk in-depth about how Michael maintains his ongoing $5K/month marketing spend with a process that has an ultimate failure rate of 95% because the financial ROI on the prospects that do close continues to make sense (and he is ultimately not afraid of sorting through the No's to find the right Yes's for WinCap), how Michael supports (..)

Financial Advisor 130

Financial Advisor Clients Wealth Management Communication 130

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. ISM Services Index.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

OCTOBER 16, 2023

5 This Week: Key Economic Data Tuesday: Retail Sales. Thursday: Existing Home Sales. Index of Leading Economic Indicators. Source: Econoday, October 13, 2023 The Econoday economic calendar lists upcoming U.S. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 105

Marketing Marketing Taxes Economics 105

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. 6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. PCE is the Fed’s preferred inflation gauge.)

Marketing 111

Marketing Marketing Taxes Economics 111

Indigo Marketing Agency

SEPTEMBER 28, 2024

The problem with this approach is that it often lacks a cohesive strategy and doesn’t communicate the specific value of the advisor posting it. Lack of a Sales Funnel Simply sharing content isn’t enough to turn a casual viewer into a client. Market Insights: Provide your perspective on current market trends and economic news.

Financial Advisor 95

Financial Advisor Media Compliance Sales 95

Cornerstone Financial Advisory

NOVEMBER 20, 2023

The rally paused in the final days of trading as stocks digested their gains and investors assessed weak retail sales and industrial production reports and a rise in continuing jobless claims. 6 This Week: Key Economic Data Tuesday: Existing Home Sales. Over the last 12 months, wholesale prices rose just 1.3%. FOMC Minutes.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 26, 2023

in November, reaching levels not seen since May, while existing home sales rebounded 0.8%, reversing five straight months of declines. Existing home sales have been hurt by low inventory since many homeowners with low-rate mortgages are hesitant to move and take on a higher-rate mortgage. New home construction rose 14.8%

Taxes 105

Taxes Investment Advisor Sales Investments 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). Retail Sales. Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. Treasury note yield is expressed in basis points.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 6, 2023

The combination on Wednesday of the Fed’s decision to keep rates unchanged, which accompanied dovish comments from Fed Chair Powell, and a reassuring Treasury announcement on future bond sales, sparked a third straight day of gains. 5 This Week: Key Economic Data Thursday: Jobless Claims. Friday: Consumer Sentiment.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

AUGUST 1, 2022

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. It was the second-consecutive quarter of negative economic growth, meeting the technical definition of a recession. Economy Contracts .

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

MARCH 11, 2024

6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Retail Sales. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates. 1,2 Economic Data Unsettles Investors The four-day trading week got off to a rough start as weak manufacturing data reawakened recessionary fears. 6,7 This Week: Key Economic Data Monday: Wholesale Inventories.

Marketing 90

Marketing Marketing Economics Taxes 90

Cornerstone Financial Advisory

NOVEMBER 13, 2023

This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Retail Sales. Source: Econoday, November 10, 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 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 4, 2023

Investors also welcomed news of solid spending in early holiday sales reports. 5 This Week: Key Economic Data Monday: Factory Orders. Source: Econoday, December 1, 2023 The Econoday economic calendar lists upcoming U.S. It should not be considered a solicitation for the purchase or sale of the securities. ending April.

Marketing 105

Marketing Marketing Taxes Economics 105

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. (PNC),

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. (OKE)

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

DECEMBER 11, 2023

5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Thursday: Retail Sales. Source: Econoday, December 8, 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 Taxes Economics 98

Cornerstone Financial Advisory

APRIL 24, 2023

The first was disappointing earnings results, coupled with the absence of earnings guidance from some companies due to an uncertain economic climate. Weak economic data, including declines in housing and leading economic indicators, also weighed on investor sentiment. Sales of new homes fell 0.8% New Home Sales.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 10, 2023

5 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Source: Econoday, July 7 , 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. (C),

Marketing 105

Marketing Marketing Taxes Economics 105

Carson Wealth

SEPTEMBER 23, 2024

Amongst other things, the August retail sales report showed that online sales grew at an annualized pace of 15% over the past three months. 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 17, 2023

Today, Goldman employs 9000+ Indians and serves leading corporate and institutional clients through corporate finance advisory, equity sales and trading, and fixed-income securities businesses, as well as providing macro-economic and investment research. Market Cap (Cr.) EPS (TTM) 26.77 Stock P/E (TTM) 32.76 Holding Value 212.8

Portfolio Analysis 130

Portfolio Analysis Portfolio Manufacturing Insurance 130

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. It should not be considered a solicitation for the purchase or sale of the securities. also helped sentiment.

Marketing 98

Marketing Marketing Taxes Economics 98

The Big Picture

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. I’m from a — a very small town in the middle of Pennsylvania. BITTERLY MICHELL: Sure.

Clients 299

Clients Wealth Management Banking Investments 299