Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Between inflation, increasing interest rates, federal changes to monetary policies, and global conflict, many factors are putting a strain on the current economic situation. Create a Trust . Charitable Remainder Unitrust

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. One area of concern has been the economic impact of proposed tariffs.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

NOVEMBER 18, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Confident consumers tend to spend money, which may take some pressure off the Fed as it looks to manage economic activity. This Week: Key Economic Data Monday: Fed Official Austan Goolsbee speaks.

Marketing 52

Marketing Marketing Economics Taxes 52

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

DECEMBER 9, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 9 This Week: Key Economic Data Tuesday: Productivity and Costs. Source: I nvestors Business Daily – Econoday economic calendar ; December 6, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 30, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 6 This Week: Key Economic Data Monday: Pending Home Sales. Source: I nvestors Business Daily – Econoday economic calendar ; December 27, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 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. Consumer Confidence. Home Price Index.

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 4, 2024

1 Economic news also helped boost markets. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales. It was the last of the three major stock benchmarks to reach a record high this year. Beige Book.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

FEBRUARY 12, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Economic Strength The strength of the U.S. 5 This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). ROC 5 = the rate of change in the index for the previous 5 trading days. Retail Sales.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

MARCH 25, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 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.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 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

Cornerstone Financial Advisory

FEBRUARY 5, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 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.

Marketing 104

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Cornerstone Financial Advisory

MARCH 11, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 6,7 This Week: Key Economic Data Tuesday: Consumer Price Index. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 103

Marketing Marketing Insurance Taxes 103

Trade Brains

APRIL 23, 2023

Power Generation, Distribution 164406.97 Power Generation, Distribution 160993.45 Power Generation, Distribution 147837.75 Adani Ports and Special Economic Zone Ltd. Power Generation, Distribution 75692.43 Power Generation, Distribution 62740.49 Steel & Iron Products 172915.86 Tata Motors Ltd.

Banking 105

Banking Pharmaceutical Insurance Distribution 105

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

Investing 52

Investing Investments Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. Equities Private Credit Outshines Many High-Valuation Stocks, Bonds. Mon, 09/12/2016 - 01:00.

Investing 52

Investing Investments Asset Allocation Marketing 52

Cornerstone Financial Advisory

FEBRUARY 20, 2023

Mixed Results As Interest Rate Concerns Grow Presented by Cornerstone Financial Advisory, LLC Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week. 5 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI) Flash.

Marketing 59

Marketing Marketing Distribution Taxes 59

Validea

APRIL 16, 2024

It represents the money that a company has available to distribute to shareholders, pay down debt, or reinvest in the business. The reason free cash flow is so important is that it represents the true economic value that a company creates. The model also likes Precision Drilling’s high shareholder yield and attractive valuation.

Valuation 52

Valuation Accounting Distribution Insurance 52

Trade Brains

SEPTEMBER 21, 2024

They’re about shaping India’s economic future. This offering is expected to be one of the largest in India’s corporate history, with a potential valuation exceeding ₹9.3 This IPO could open doors for more people to invest in India’s grassroots economic growth. trillion ($112 billion).

Banking 111

Banking Financial Services Insurance Assets 111

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

SEPTEMBER 23, 2024

Some market watchers attributed the decline to concern that the Fed might be concerned about economic growth. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. The MSCI EAFE Index, which tracks developed overseas stock markets, inched up 0.42 1,2 Fed Cuts Rate 0.5

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 22, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. Upbeat Economic Data Although stocks were under pressure, some investors saw “green shoots” in a few economic reports. 7,8 This Week: Key Economic Data Tuesday: Existing Home Sales. Durable Goods.

Marketing 52

Marketing Marketing Economics Taxes 52

Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. Deferral of required retirement plan distributions.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. Deferral of required retirement plan distributions.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Cornerstone Financial Advisory

OCTOBER 21, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 6 This Week: Key Economic Data Monday: Fed Officials Lori Logan, Neel Kashkari, and Jeffrey Schmid speak. It was the sixth straight week of gains for the S&P 500, Nasdaq, and Dow Industrials. Beige Book.

Marketing 52

Marketing Marketing Taxes Education 52

Cornerstone Financial Advisory

OCTOBER 14, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 7,8 This Week: Key Economic Data Monday: Fed Official Christopher Waller speaks. All three averages closed higher for the fifth consecutive week.6 6 Source: YCharts.com, October 12, 2024. API Weekly Oil Stocks.

Marketing 52

Marketing Marketing Food Taxes 52

Cornerstone Financial Advisory

OCTOBER 7, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 9 This Week: Key Economic Data Monday: Fed Officials Neel Kashkari, Raphael Bostic, and Alberto Musalem speak. Oil prices continued to rise as investors watched the developments in the Middle East. Consumer Credit.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

SEPTEMBER 16, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 7 This Week: Key Economic Data Monday: Empire State Manufacturing Index. Source: I nvestors Business Daily – Econoday economic calendar ; September 13, 2024 The Econoday economic calendar lists upcoming U.S.

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Marketing Marketing Taxes Economics 52

The Big Picture

APRIL 18, 2023

In the short run, there can be distortions in public market valuations as we saw in 2001 and we saw prior to that in 2007, and prior to that in 2000, in ‘99. Valuations go up and you saw it, of course, in the late ‘90s, in the tech sector. You see these things before they start to show up in the economic data. BARATTA: Yeah.

Assets 162

Assets Investing Investments Valuation 162

Cornerstone Financial Advisory

SEPTEMBER 3, 2024

Weekly Market Insights | September 3rd, 2024 Pressure on the Nasdaq and S&P 500 There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period.

Marketing 52

Marketing Marketing Food Economics 52

Cornerstone Financial Advisory

MAY 13, 2024

1 Stocks hung out in a narrow trading band Tuesday and Wednesday, yawning at the sparse economic news and a handful of negative earnings results. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. By contrast, the Nasdaq edged lower over those two days.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 29, 2024

4 On Thursday, markets slipped on two fresh pieces of economic data: a Gross Domestic Product (GDP) slowdown and higher consumer prices. TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. The big economic news was that Q1 GDP grew at a 1.6 Consumer Confidence.

Marketing 52

Marketing Marketing Taxes Economics 52

Brown Advisory

JANUARY 1, 2021

When does crowd psychology take hope for economic return beyond what valuation can support? And why do markets irregularly detach fundamentals from valuation to their own detriment? Or is it a convenient way to measure the relative economic value created between our starting and end points? What does this actually mean?

Investing 52

Investing Investments Valuation Economics 52

Cornerstone Financial Advisory

AUGUST 26, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 8 This Week: Key Economic Data Monday: Durable Goods. Source: I nvestors Business Daily – Econoday economic calendar ; August 23, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 29, 2024

TR = total return for the index, which includes any dividends as well as any other cash distributions during the period. 5 This Week: Key Economic Data Tuesday: FOMC Meeting Begins. Source: Investors Business Daily – Econoday economic calendar ; July 26, 2024 The Econoday economic calendar lists upcoming U.S.

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Marketing Marketing Taxes Pharmaceutical 52