Cornerstone Financial Advisory

DECEMBER 16, 2024

8 This Week: Key Economic Data Tuesday: Federal Open Market Committee (FOMC) Meeting Begins. Source: I nvestors Business Daily – Econoday economic calendar ; December 10, 2024 The Econoday economic calendar lists upcoming U.S. Retail Sales. Industrial Production. Business Inventories. Wednesday: Housing Starts and Permits.

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Tobias Financial

MARCH 11, 2025

In times of economic uncertainty, market fluctuations can create anxiety for investors as they wonder what these changes mean for their savings, retirement accounts, and overall financial strategy. He highlighted the importance of long-term investing, cautioning against making hasty decisions in reaction to short-term market fluctuations.

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Cornerstone Financial Advisory

FEBRUARY 12, 2024

S&P Tops 5,000 At the start of last week’s trading, stocks faced downward pressure due to comments by Fed Chair Powell over the weekend, signaling that the Federal Reserve had no immediate plans to initiate interest rate cuts. Economic Strength The strength of the U.S. Consequently, the yield on the two-year U.S.

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Marketing Marketing Economics Taxes 105

International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. Compared to investment advisors, CFP® offer a more comprehensive service.

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Certification CFP Certified Financial Planner Financial Planning 52

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.

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Trade Brains

OCTOBER 23, 2024

Moreover, this surge stems from China’s economic stimulus measures and growing supply concerns in global markets. How Does Hindustan Zinc Plan to Capitalise on Rising Zinc Prices ? Therefore, this comprehensive plan includes expanding zinc, lead, and silver production capacities. per kilogram. million tonnes.

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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.

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Trade Brains

OCTOBER 18, 2024

after it plans to raise funds via QIP The AI Revolution in Investment Banking Artificial intelligence is set to transform the investment banking landscape. The future of investment banking in India looks promising. With the right strategies and investments, the sector can capitalise on emerging opportunities.

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Cornerstone Financial Advisory

FEBRUARY 5, 2024

The Federal Open Market Committee’s (FOMC) news unsettled investors, who anticipated that rates would remain unchanged but expected more specific guidance on the Fed’s plan to lower interest rates. 3 This Week: Key Economic Data Monday: ISM Services Index. a Registered Investment Advisor. Fed Balance Sheet.

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Cornerstone Financial Advisory

NOVEMBER 13, 2023

This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). 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. . Retail Sales.

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WiserAdvisor

NOVEMBER 14, 2023

Retirement planning is an essential aspect of financial security, especially as one transitions from a phase of regular income to relying on savings and investments. With increased life expectancy, the modern retirement plan may need to account for not only a longer life but also for the increased expectations during this phase.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

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Cornerstone Financial Advisory

JANUARY 2, 2024

6 This Week: Key Economic Data Wednesday: Institute for Supply Management (ISM) Manufacturing Index. Source: Econoday, December 29, 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.

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Taxes Investment Advisor Numbers Investing 104

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients.

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Bell Investment Advisors

JULY 22, 2022

In June, the stock market ebbed once again, reflecting investors’ concerns about the twin risks of inflation and economic slowdown. Prior to the mid-month inflation report, the Fed planned a smaller 0.5% While the Fed’s tightening cycle presently consumes much of investors’ attention, economic conditions are also top of mind.

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Bell Investment Advisors

AUGUST 2, 2022

Related to that idea, investors also believe it’s possible the Federal Reserve could begin cutting rates as early as next year as inflation and economic activity slow. Until we clearly see data supporting the idea that inflation has peaked, we have no plans to shift our bond allocations to riskier territory.

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International College of Financial Planning

JANUARY 15, 2024

Henceforth, the need for financial advisors becomes even more evident. Let’s discuss financial planning courses online and get an insight into its ability and success. Embracing Financial Planning Courses Online versus On-Campus Learning The advent of online financial planning courses marks a pivotal shift in educational methodologies.

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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. 5 This Week: Key Economic Data Tuesday: Consumer Confidence.

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Cornerstone Financial Advisory

MAY 8, 2023

Investors were more focused, however, on what the Fed signaled about its plans since the expected rate hike. The Fed indicated it may pause further rate hikes, suggesting that future decisions will be based on economic data and prevailing financial conditions. 4, 5 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI).

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Cornerstone Financial Advisory

JUNE 17, 2024

7,8 This Week: Key Economic Data Monday: Empire State Manufacturing Index. Source: Investors Business Daily – Econoday economic calendar; June 13, 2024 The Econoday economic calendar lists upcoming U.S. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Bell Investment Advisors

SEPTEMBER 2, 2022

Investors have become so focused on the Federal Reserve that they have begun to weigh the Fed’s potential actions even more than actual fundamental economic developments. The long-term direction of the stock market will be largely dependent on corporate profits and economic health and that is what investors should root for.

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Cornerstone Financial Advisory

FEBRUARY 6, 2023

The Fed retained language in its post-meeting statement that future rate hike plans were unchanged to discourage investors’ hopes of an imminent pause in the rate-hike cycle. 5 This Week: Key Economic Data Thursday: Jobless Claims. 5 This Week: Key Economic Data Thursday: Jobless Claims. a Registered Investment Advisor.

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Cornerstone Financial Advisory

NOVEMBER 7, 2022

This Week: Key Economic Data. Source: Econoday, November 4, 2022 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. a Registered Investment Advisor.

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Cornerstone Financial Advisory

APRIL 10, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data. 6 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Source: Econoday, April 7, 2023 The Econoday economic calendar lists upcoming U.S. a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MARCH 13, 2023

1,2,3 Rate Fears, Bank Scare Congressional testimony on Tuesday by Fed Chair Jerome Powell that interest rates may require a higher increase faster than planned unnerved investors, dimming the hopes of any pause in rate hikes this summer. This Week: Key Economic Data Tuesday: Consumer Price Index (CPI). Retail Sales. Housing Starts.

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Cornerstone Financial Advisory

JANUARY 3, 2023

Steps by China to move past its zero-Covid policies triggered concerns that its economic reopening might aggravate inflation pressures, sending stocks lower and bond yields higher to begin the week. This Week: Key Economic Data. Source: Econoday, December 30, 2022 The Econoday economic calendar lists upcoming U.S.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 28, 2024

Financial, economic, political, and regulatory issues may cause the actual results to differ from the expectations expressed in the forecast. This Week: Key Economic Data Tuesday: Consumer Confidence. Source: Investors Business Daily – Econoday economic calendar; May 23, 2024 The Econoday economic calendar lists upcoming U.S.

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Brown Advisory

SEPTEMBER 6, 2022

Whether an investment committee is starting from scratch or already has a mission-aligned investing program well underway, its investment policy statement (IPS) should clearly define long-term strategic goals. DEFINING MISSION-ALIGNED INVESTING.

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Cornerstone Financial Advisory

OCTOBER 10, 2022

Falling yields further lifted investor enthusiasm, as did new economic data indicating a cooling economy. The selling pressure was due to a stream of hawkish comments by Fed officials and labor market data that suggested the Fed would likely stick with its rate-hike plans. This Week: Key Economic Data. A Mixed Labor Picture.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 12, 2022

With the Federal Open Market Committee (FOMC) set to meet on September 20-21, these comments may indicate that market expectations of a rate hike of 0.75% this month align with the Fed’s plans. This Week: Key Economic Data. Source: Econoday, September 9, 2022 The Econoday economic calendar lists upcoming U.S. Jobless Claims.

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Bell Investment Advisors

AUGUST 2, 2023

Bureau of Economic Analysis showed the domestic economy grew at an inflation-adjusted pace of 2.4% The most economically sensitive industries saw the strongest stock price gains. Accordingly, we are in the midst of adjusting our bond allocations, with plans to extend the duration of some of our fixed income positions.

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Economy Valuation Investment Advisor Economics 52

Cornerstone Financial Advisory

JULY 11, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields. Technology shares were the week’s big winners as investors appear to have turned to companies with earnings growth potential during a weakening economic environment. This Week: Key Economic Data.

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James Hendries

NOVEMBER 3, 2022

Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning. We should also have slowing corporate earnings growth and greater economic uncertainty to contend with, some formidable seas to navigate.

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International College of Financial Planning

OCTOBER 26, 2023

Investment Mastery: Financial advisors are adept at channelling their clients’ resources into various asset classes, ensuring growth and security. Beyond Investments: Their expertise is wider than stocks and bonds. They’re well-versed in recommending vital products like life insurance and are wizards at tax planning.

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James Hendries

DECEMBER 12, 2022

Those are the times when sound financial advice is more valuable than ever, as it helps us find our center, remember our plan, and stay focused on our goals. Please contact your financial advisor with questions. Investing involves risks including possible loss of principal.

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Indigo Marketing Agency

DECEMBER 19, 2022

Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” She is an Investopedia Top 10 Financial Advisor since 2019 and a nationally recognized financial expert, with appearances on NBC Nightly News with Lester Holt , Nightly Business Report , and CNBC’s Closing Bell. . Marguerita Cheng.

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Cornerstone Financial Advisory

OCTOBER 17, 2022

This Week: Key Economic Data. Index of Leading Economic Indicators. . 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. a Registered Investment Advisor.

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