The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments.

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Cornerstone Financial Advisory

APRIL 24, 2023

Poor earnings results hit communication services stocks and regional banks, while margin pressures put pressure on auto stock valuations. Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), The forecasts also are subject to revision. VZ), Visa, Inc. (V), V), Alphabet, Inc.

Marketing 59

Marketing Marketing Taxes Economics 59

David Nelson

MAY 15, 2023

You’ve Got Mail The first origins of the internet go back as far as the 50’s as academia and the military explored new communication technologies. Who can deny the iPhone hasn’t changed the way we view communication? The party lasted another 4 years with their biggest gains yet to come.

Valuation 59

Valuation Communication Medicine Investing 59

Cornerstone Financial Advisory

JANUARY 23, 2023

Disappointing retail sales and manufacturing reports sparked concerns that the Fed may have gone too far in hiking rates, while a drop in initial jobless claims diminished chances of a near-term pause in rate hikes. 4 Consumers Retrench Retail sales fell 1.1% in December, capping an overall weak holiday shopping season. Horton, Inc.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

OCTOBER 23, 2023

Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7% This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), in September–well above the forecast of a 0.3% VZ), Alphabet, Inc.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

APRIL 22, 2024

A bit of good news punctuated an otherwise sour Monday, as a stronger-than-expected retail sales report showed consumers were spending despite rising inflation. Retail sales increased 0.7% This Week: Companies Reporting Earnings Monday: Verizon Communications Inc. (VZ) for the month, more than twice the consensus forecast.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

APRIL 17, 2023

After reports of a more pronounced slowdown in producer prices on Thursday, stocks surged higher, with technology and communication services companies leading the charge. A weak retail sales number on Friday shaved the gains to close out the week. Each bought a PC, yet they purchased only three PCs in total. How could this be?

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

JANUARY 22, 2024

That and a stronger-than-expected holiday retail sales report put pressure on stock prices. December retail sales came in strong, +0.6% NFLX), Verizon Communications Inc. (VZ) This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA.

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Marketing Marketing Economics Taxes 64

James Hendries

MARCH 6, 2023

Watch for renewed demand for health care, communication services, retail, and financial services. Higher interest rates are challenging stock valuations and perhaps pushing the gains further out in 2023, but we still see solid potential for double-digit returns for stocks this year. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Economics 52

Cornerstone Financial Advisory

JULY 22, 2024

Retail sales were unchanged in June, which was better than expected. This Week: Companies Reporting Earnings Monday: Verizon Communications Inc. (VZ) This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. Housing starts rose 3 percent in June.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 21, 2023

4 Retail Sales Surprise Retail sales jumped 0.7% This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM) This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. may be able to avoid a recession in the near term.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 19, 2024

1,2 Upbeat Economic News Three critical economic data points gave investors what they were looking for: wholesale inflation, consumer prices, and retail sales. The July retail sales report on Thursday was stronger than expected, which added more fuel to the week-long rally. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

FEBRUARY 19, 2024

But stocks regained some momentum on Wednesday and rallied Thursday despite disappointing reports on both retail sales and industrial production for January. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MAY 22, 2023

1,2,3 Possible Debt Deal After stumbling on weak April retail sales and a combination of disappointing earnings and weak guidance from a major retailer, stocks moved higher mid-week as the news on the debt negotiations turned more positive. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM)

Marketing 59

Marketing Marketing Taxes Economics 59

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. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

Retail Inventories. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Survey of Business Uncertainty. Thursday: Gross Domestic Product. Jobless Claims. Consumer Sentiment.

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. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 11, 2024

Retail Sales. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Treasury Statement. Thursday: Jobless Claims.

Marketing 103

Marketing Marketing Insurance Taxes 103

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. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 13, 2023

Retail Sales. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. 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

JANUARY 16, 2024

Wednesday: Retail Sales. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. for December, possibly suggesting that the CPI’s uptick may have been an anomaly. Housing Starts.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Retail Sales. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Wednesday: EIA Petroleum Report.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

DECEMBER 11, 2023

Thursday: Retail Sales. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). FOMC Announcement.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

AUGUST 14, 2023

The combination of higher yields and earnings that failed to validate tech’s elevated valuations has dragged the sector and the larger market. 5 This Week: Key Economic Data Tuesday: Retail Sales. Stocks have had difficulty sustaining traction with the loss of the technology’s leadership, which has propelled gains this year.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. Sectors seeing the most significant increases in new jobs were professional and business services, healthcare, and retail.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 21, 2022

The economic picture, however, included some encouraging news as retail sales rose and producer price increases moderated. . DELL), Zoom Video Communications, Inc. (ZM). This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. Producer Prices Ease.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 16, 2023

5 This Week: Key Economic Data Tuesday: Retail Sales. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. The Consumer Price Index (CPI) rose 0.4% in September and 3.7%

Marketing 105

Marketing Marketing Taxes Economics 105

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. PANW), Zoom Video Communications, Inc. (ZM). The market rally that began in mid-June paused last week.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 12, 2024

Retail Sales. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. 6 This Week: Key Economic Data Tuesday: Producer Price Index (PPI). Fed Official Raphael Bostic speaks.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 18, 2022

Also helping the Friday rally was a strong retail sales report and additional second-quarter company reports. Friday: Verizon Communications, Inc. (VZ), This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. Dollar Strength. T), Snap, Inc.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 1, 2022

It was an inauspicious start to the week after a big-box retailer missed earnings and reduced forward guidance on Tuesday, sparking a broad market retreat. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. Stocks Rally on Earnings.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

AUGUST 28, 2023

1,2,3 Stocks Manage Gains Stock rallied on Monday on upbeat sentiment over the earnings release from a mega-cap semiconductor company scheduled for mid-week, only to see that momentum fizzle the following day on weak retail earnings and a credit downgrade of a handful of banks. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MAY 13, 2024

Retail Sales. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. 6 This Week: Key Economic Data Monday: Fed Official Loretta Mester Speech. Tuesday: Producer Price Index.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JULY 15, 2024

Tuesday: Retail Sales. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. The Fed is likely taking notes for its next Fed meeting, scheduled for July 30-31.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Investors also cheered a stronger-than-forecast retail sales report and a modest increase in core producer prices, overlooking a higher-than-expected headline number. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 11, 2023

Retail Sales. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Thursday: Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 15, 2024

5,6 This Week: Key Economic Data Monday: Retail Sales. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Business Inventories. Housing Market Index. Industrial Production.

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Marketing Marketing Taxes Economics 52