Calculated Risk

MARCH 29, 2024

percent at a monthly rate) in February , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $50.3 Excluding food and energy, the PCE price index increased 0.3 billion (0.3 billion (0.2 billion (0.8

Food 116

Food Taxes Economics 116

Calculated Risk

JANUARY 26, 2024

percent at a monthly rate) in December , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $51.8 Excluding food and energy, the PCE price index increased 0.2 billion (0.3 billion (0.3 billion (0.7

Food 110

Food Taxes Economics 110

Calculated Risk

SEPTEMBER 27, 2024

Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $34.2 Excluding food and energy, the PCE price index increased 0.1 The PCE price index, excluding food and energy, increased 2.7 billion (0.2 billion (0.2 billion (0.2 The PCE price index increased 0.1

Food 70

Food Taxes Economics 70

Calculated Risk

MAY 31, 2024

percent at a monthly rate) in April , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI) —personal income less personal current taxes—increased $40.2 Excluding food and energy, the PCE price index increased 0.2 The PCE price index, excluding food and energy, increased 2.8

Food 83

Food Taxes Economics 83

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. 6 This Week: Key Economic Data Tuesday: ISM Manufacturing Index. The Dow Jones Industrial Average rose 0.94 Construction Spending.

Marketing 52

Marketing Marketing Food Economics 52

Zoe Financial

NOVEMBER 18, 2024

Economic Updates: October Consumer Price Index (CPI) came in at 2.6%. Core CPI (which excludes food and energy) was 3.3% , as expected. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Up 23% YTD.

Marketing 40

Marketing Marketing Taxes Economics 40

Calculated Risk

SEPTEMBER 29, 2023

percent at a monthly rate) in August , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $46.6 Excluding food and energy, the PCE price index increased 0.1 The PCE price index, excluding food and energy, increased 3.9

Food 127

Food Taxes Economics 127

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

Calculated Risk

JUNE 28, 2024

percent at a monthly rate) in May , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $94.0 Excluding food and energy, the PCE price index increased 0.1 The PCE price index, excluding food and energy, increased 2.6

Food 78

Food Taxes Economics 78

Cornerstone Financial Advisory

NOVEMBER 18, 2024

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. Please discuss your specific tax issues with a qualified tax professional. Housing Market Index.

Marketing 52

Marketing Marketing Economics Taxes 52

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

DECEMBER 18, 2023

Core inflation, which excludes energy and food prices, came in a bit hotter, rising 0.3% jump in food prices. Excluding energy and food, the monthly increase was also unchanged. 6 This Week: Key Economic Data Tuesday: Housing Starts. Index of Leading Economic Indicators. month-over-month and 4.0% from a year ago.

Marketing 105

Marketing Marketing Taxes Economics 105

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. This Week: Key Economic Data Monday: Motor Vehicle Sales. The Standard & Poor’s 500 Index fell 1.36 Factory Orders.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

APRIL 7, 2023

My end-of-week, market’s-closed-but-BLS-open Good Friday reads: • Here’s What Happens at the IRS After You File Your Taxes Refunds can come in five days—or a few months. American Prospect ) see also Six Ways Existing Economic Models Are Killing the Economy : The alleged science doesn’t match up to the real world.

Valuation 296

Valuation Advertising Economy Food 296

Zoe Financial

OCTOBER 15, 2024

Core CPI (food & energy excluded): 0.3% Economic Updates: September PPI (Producer Price Index) was flat MoM, coming in lower than expected and easing market concerns about inflation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. for the week.

Marketing 40

Marketing Marketing Taxes Economics 40

Cornerstone Financial Advisory

JULY 22, 2024

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. Source: Investors Business Daily – Econoday economic calendar; July 19, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 52

Marketing Marketing Economics Taxes 52

Calculated Risk

AUGUST 31, 2023

percent at a monthly rate) in July , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $7.3 Excluding food and energy, the PCE price index increased 0.2 The PCE price index, excluding food and energy, increased 4.2

Food 86

Food Taxes Economics 86

The Big Picture

FEBRUARY 17, 2023

Most economic downturns hit lower-income Americans hardest, but this time is different. Banning Wall Street’s biggest municipal bond underwriters has foisted a hidden tax on their residents totaling hundreds of millions of dollars. A flair for comfort food is understandably a requisite skill for any chef working in this environment. (

Math 287

Math Advertising Food Retail 287

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. Tuesday: Factory Orders.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. This information is not a substitute for individualized tax advice.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 21, 2024

6 This Week: Key Economic Data Monday: Fed Officials Lori Logan, Neel Kashkari, and Jeffrey Schmid speak. Source: I nvestors Business Daily – Econoday economic calendar ; October 18, 2024 The Econoday economic calendar lists upcoming U.S. Some education savings plans offer tax benefits if the individual qualifies.

Marketing 52

Marketing Marketing Taxes Education 52

Cornerstone Financial Advisory

MARCH 25, 2024

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. This information is not intended to be a substitute for specific, individualized tax advice. Tuesday: Durable Goods Orders.

Marketing 105

Marketing Marketing Taxes Economics 105

Calculated Risk

OCTOBER 27, 2023

percent at a monthly rate) in September , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $56.1 Excluding food and energy, the PCE price index increased 0.3 billion (0.3 billion (0.3 billion (0.7

Food 73

Food Taxes Economics 73

Calculated Risk

NOVEMBER 30, 2023

percent at a monthly rate) in October , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $63.4 Excluding food and energy, the PCE price index increased 0.2 The PCE price index, excluding food and energy, increased 3.5

Food 70

Food Taxes Economics 70

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

Calculated Risk

JUNE 30, 2023

percent at a monthly rate) in May , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $86.7 Excluding food and energy, the PCE price index increased 0.3 The PCE price index, excluding food and energy, increased 4.6

Food 93

Food Taxes Economics 93

Zoe Financial

SEPTEMBER 30, 2024

Economic Updates: The PCE index (a key inflation measure) rose 2.2% Core PCE (excluding food and energy) matched forecasts at 2.7%. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. What’s driving this?

Marketing 40

Marketing Marketing Economy Taxes 40

Cornerstone Financial Advisory

JANUARY 16, 2024

A Tale Of Two Inflation Reports The biggest economic news last week was fresh inflation data. 6,7 Core CPI for December, which excludes volatile food and energy components, rose 3.9%, a slight decrease from November’s 4.0% 6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. Housing Starts.

Marketing 111

Marketing Marketing Taxes Economics 111

Calculated Risk

DECEMBER 22, 2023

percent at a monthly rate) in November , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $71.9 Excluding food and energy, the PCE price index increased 0.1 billion (0.4 billion (0.4 billion (0.2

Food 70

Food Taxes Economics 70

Cornerstone Financial Advisory

SEPTEMBER 16, 2024

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. Food for Thought… “A career is born in public, talent in privacy.” Retail Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 7, 2024

9 This Week: Key Economic Data Monday: Fed Officials Neel Kashkari, Raphael Bostic, and Alberto Musalem speak. Source: Investors Business Daily – Econoday economic calendar; October 4, 2024 The Econoday economic calendar lists upcoming U.S. This information is not a substitute for individualized tax advice.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MARCH 18, 2024

Additionally, core PPI (excluding food and energy) was hotter than expected. 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. Consult a qualified tax expert for help.

Marketing 105

Marketing Marketing Taxes Economics 105

The Big Picture

JULY 27, 2022

I have detailed over the past decade or so the lagging nature of wages in America — deflationary in economic terms — and how that had begun to change in the late 2010s pre-pandemic. Rather than acknowledge this, they are going to destroy demand by throwing 3-5 million people out of work.

Medicine 330

Medicine Numbers Food Insurance 330

Cornerstone Financial Advisory

SEPTEMBER 23, 2024

Some market watchers attributed the decline to concern that the Fed might be concerned about economic growth. 9 This Week: Key Economic Data Monday: Fed Officials Raphael Bostic, Austan Goolsbee and Neel Kashkari speak. Food for Thought… “We are born not with purpose, but with potential.” 1,2 Fed Cuts Rate 0.5

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

JULY 15, 2024

Economic Updates: CPI index did better than expected. Thursday: Core CPI (excludes food & energy) hit 3.3% Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Marketing 40

Marketing Marketing Taxes Economics 40

Zoe Financial

MAY 20, 2024

Economic Updates: The economy is slowing: we see this on the advanced estimate of Q1 GDP, purchasing managers index, the PMI index, April’s job numbers, and last week’s jobless claims all indicate that the economic growth is slowing down. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Economics Taxes 52

Zoe Financial

MAY 12, 2024

Economic Updates: The economy is slowing: we see this on the advanced estimate of Q1 GDP, purchasing managers index, the PMI index, April’s job numbers, and last week’s jobless claims all indicate that the economic growth is slowing down. Actual economic or market events may turn out differently than anticipated.

Marketing 52

Marketing Marketing Economics Taxes 52