Cornerstone Financial Advisory

MARCH 11, 2024

The economy added 275,000 jobs in February—exceeding the 198,000 expected—but wage growth slowed, and jobless claims edged up. Some investors saw that as a negative, while others viewed it as a “Goldilocks” moment—an economy that’s not too hot or cold. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Bell Investment Advisors

JULY 22, 2022

Business surveys of manufacturing and services firms suggest expansion. Despite what GDP reports may ultimately reveal, current conditions don’t seem to indicate a contracting economy. The post Bear Market June appeared first on Bell Investment Advisors. Specifically, the size of the U.S.

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Marketing Marketing CFP Economics 52

James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. The Economy Slows But Inflation Follows Too Slowly. economy grew at a 2.6%

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Bell Investment Advisors

JANUARY 20, 2023

manufacturing firms showed the manufacturing sector just entered a slightly contractionary phase perhaps because consumers are spending less. And a recent Bloomberg survey of economists showed 70% of respondents believed the economy would mildly contract in 2023 (although economists are historically bad at making predictions).

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Cornerstone Financial Advisory

AUGUST 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. Powell indicated that it might become appropriate to slow the pace of future hikes, and he didn’t believe the economy had entered into recession. Economy Contracts .

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Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

JUNE 10, 2024

1 All Eyes On The Jobs Report Weak manufacturing data prompted declines early in the week, reflecting investor concerns over the economy’s strength. The Catalyst That Wasn’t The week closed with a jobs report that underscored the economy’s resilience while highlighting the data’s mixed nature.

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Cornerstone Financial Advisory

OCTOBER 2, 2023

6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. a Registered Investment Advisor.

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Cornerstone Financial Advisory

AUGUST 5, 2024

Friday morning’s disappointing June jobs report raised even more concerns about the economy’s strength. Economic Concerns Fresh economic data suggested weakening manufacturing, construction, and employment outlooks. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Cornerstone Financial Advisory

JANUARY 8, 2024

1,2 All About The Fed On Wednesday, manufacturing news came in better than expected, lifting markets until the December Federal Open Market Committee meeting minutes were released, revealing that the Fed members had discussed rate cuts for 2024 but in no specific terms. a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 98

James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S.

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Marketing Marketing Economy Economics 52

Cornerstone Financial Advisory

JUNE 3, 2024

Despite concerns that the economy was cooling faster than expected, investors didn’t believe the update was enough to influence the Fed’s decision about adjusting short-term rates. 3 This Week: Key Economic Data Monday: ISM Manufacturing Index. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

SEPTEMBER 3, 2024

Several pieces of data helped build a narrative that the economy may be coming in for a soft landing. 6 This Week: Key Economic Data Tuesday: ISM Manufacturing Index. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. percent to 3.0

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Marketing Marketing Food Economics 52

Cornerstone Financial Advisory

OCTOBER 31, 2022

Meanwhile, positive earnings surprises from “old economy” companies powered markets higher. Tuesday: Institute for Supply Management (ISM) Manufacturing Index. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor. jump from a quarter ago.

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Marketing Marketing Economics Taxes 105

James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

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Marketing Marketing Economy Valuation 52

Cornerstone Financial Advisory

JULY 1, 2024

2 With the back half of the week packed with fresh economic data, conflicting stories developed about the economy. 7 This Week: Key Economic Data Monday: ISM Manufacturing Index. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 29, 2024

The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. The GDP report seemed to support the Goldilocks economy theory—not too hot, but not too cool—a story investors have favored this year. ISM Manufacturing Index. a Registered Investment Advisor. Jobless Claims.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Cornerstone Financial Advisory, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test. Institute for Supply Management (ISM) Manufacturing Index.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 4, 2024

1,2 Q3 Reports Uninspired Stocks rallied early Wednesday after the gross domestic product report showed a strong economy that appeared on the path to a soft landing. 6 Investors parsed the data and determined the strike at a major aircraft manufacturer and two hurricanes caused the jobs report to fall short of estimates.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 21, 2024

Some of the most extensive financial stocks surprised on the upside, supporting a narrative that the economy remains strong. At the same time, a corporate report from one of the world’s largest chip manufacturing contractors revealed continued strong global demand for AI microchips.

Marketing 52

Marketing Marketing Taxes Education 52

James Hendries

JANUARY 26, 2023

Topic 1: Economy Bull case: Consumer is resilient, the labor market is strong, wages are rising, and inflation is coming down steadily. Bear case: Inflation is still high, leading indicators are signaling recession, manufacturing activity and housing market have slowed significantly. Call us cautious bulls. Our take: The U.S.

Marketing 52

Marketing Marketing Economy Economics 52

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

Employers added 315,000 jobs in August, maintaining the labor market’s remarkable resiliency amid a contracting economy. Lagging sectors were manufacturing, financial, and wholesale trade. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 30, 2023

economy expanded at a 2.9% Institute for Supply Management (ISM) Manufacturing Index. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. a Registered Investment Advisor.

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Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

DECEMBER 5, 2022

He cited several areas of progress in the inflation fight, including a deceleration in interest rate sensitive parts of the economy, such as housing and supply chain improvement. Purchasing Managers’ Index (PMI) Manufacturing. Registered Representative, Securities offered through Cambridge Investment Research, Inc.,

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Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 16, 2024

Investors appear to be positioning themselves in small cap issues, expecting the Fed may adjust rates at its September meeting as it looks to guide the economy to a soft landing. 7 This Week: Key Economic Data Monday: Empire State Manufacturing Index. Tuesday: FOMC meeting – Day 1. Retail Sales. Industrial Production.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

AUGUST 29, 2022

Stocks rallied on Thursday, sparked by a revised Gross Domestic Product estimate showing the economy’s shrinking less than initially estimated. Institute for Supply Management (ISM) Manufacturing Index. Registered Representative, Securities offered through Cambridge Investment Research, Inc., Thursday: Jobless Claims.

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Marketing Marketing Taxes Economics 59

James Hendries

OCTOBER 18, 2022

economy in mid-March, 62% of S&P 500 companies beat estimates, and aggregate earnings were within one percentage point of expectations. One way to assess downside is to look at the historical relationship between the Institute for Supply Management (ISM) Manufacturing Index and earnings growth.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

JANUARY 20, 2023

economy grew at a solid 3.2% and European economies, currency effects, and some mitigation of profit margin pressures from cost controls and lower inflation. economy may “muddle through” and skirt recession. And don’t forget the U.S. Cost pressures have started to ease, taking some of the pressure off margins.

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Marketing Marketing Economy Banking 52

James Hendries

JULY 26, 2022

Since the onset of the global pandemic, the inflationary environment has been irritated by supply-related problems with ports, international manufacturing shutdowns, and global shipping as primary challenges. For example, auto manufacturers are still hampered with ready access to necessary components.

Marketing 52

Marketing Marketing Manufacturing Banking 52

James Hendries

AUGUST 30, 2022

The numerous challenges last quarter included a slowing economy, intensifying inflation pressures, ongoing global supply chain disruptions, and a surging U.S. And although the Institute for Supply Management (ISM) manufacturing survey has been falling much of this year, the expansionary 52.8

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Marketing Marketing Valuation Economics 52

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. Next, I think our listeners would probably like to hear your perspectives or your insights about the current economy in the U.S. economy today? Economy Today 08:31 Ryan Kelley: Actually, it looks pretty strong. 0:17 Ryan Kelley: Thanks.

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Marketing Marketing Banking Numbers 52

The Big Picture

DECEMBER 6, 2022

Conviction, so we look at, you know, whether or not a specific theme is something that we have a high degree of conviction that will be a trend, that will definitely have an impact in the economy over the next two or three decades. That’s how we think about thematic investing. BERRUGA: Yeah. BERRUGA: Yeah.

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Clients Investing Investments Management 157

The Big Picture

JULY 11, 2023

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. And honestly, actually to the person who deals directly with the client, to the financial advisor themselves.

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Brown Advisory

JULY 1, 2016

Margins have also benefited to a certain extent from the gradually changing mix of American business from manufacturing to higher-profit sectors, like services, media and software. McKinsey points out that the after-tax profit margin of publicly traded North American companies increased from 5.6% during the 30-year period, a gain of 60%.

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Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Margins have also benefited to a certain extent from the gradually changing mix of American business from manufacturing to higher-profit sectors, like services, media and software. McKinsey points out that the after-tax profit margin of publicly traded North American companies increased from 5.6% during the 30-year period, a gain of 60%.

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Investing Investments Portfolio Assets 52

Brown Advisory

APRIL 16, 2018

This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. Additionally, it ensures that we have clarity in our role as investment advisor, and that we have specific criteria we can use to evaluate potential investments and shape the client’s overall portfolio.

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Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. Additionally, it ensures that we have clarity in our role as investment advisor, and that we have specific criteria we can use to evaluate potential investments and shape the client’s overall portfolio.

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Nonprofit Portfolio Distribution Clients 52

Cornerstone Financial Advisory

FEBRUARY 27, 2023

However, members diverged on the economy, with some members finding the risk of recession elevated. Wednesday: Institute for Supply Management (ISM) Manufacturing Index. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

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