Trade Brains

AUGUST 17, 2024

Recently, Nithin Kamath, Co-founder of Zerodha, a leading stockbroker in India, highlighted a significant challenge in the Indian financial market: the relatively low number of SEBI-registered investment advisors (RIAs) and research analysts (RAs). In fact, the number of registered RIAs appears to be declining.

Investment Advisor 52

Investment Advisor Investing Investments Numbers 52

Nerd's Eye View

DECEMBER 20, 2024

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

Financial Planner 130

Financial Planner Certification CFP Education 130

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. Inflection Point?

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. When sold, investments may be worth more or less than their original cost.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

AUGUST 7, 2023

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating.

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

JANUARY 16, 2024

Weekly Market Insights: Investors Begin To See The Light In Upbeat Week. That number was higher than the 3.2 Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

MARCH 25, 2024

Weekly Market Insights: Fed Talk Boosts Stocks Presented by Cornerstone Financial Advisory, LLC Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. When sold, investments may be worth more or less than their original cost.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. That performance pattern suggests market leadership may be broadening. stock market.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The MSCI EAFE index, which tracks developed overseas stock markets, gained 3.12%. What color was the bear?

Marketing 105

Marketing Marketing Taxes Economics 105

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. The MSCI EAFE index, which tracks developed overseas stock markets, picked up 2.71%.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Weekly Market Insights: Investors Move Past Mixed Fed Message Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. This strong report did not negatively impact the markets. percent target range.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Influencing this market rally were positive corporate earnings reports. This trend continued throughout the week, contributing to the overall market momentum. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. stock market.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 30, 2023

Weekly Market Insights: Stocks Retreat On Cautious Earnings Reports Presented by Cornerstone Financial Advisory, LLC Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Weekly Market Insights: Stocks End Summer With Gloomy News Presented by Cornerstone Financial Advisory, LLC Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The MSCI EAFE index, which tracks developed overseas stock markets, fell 1.77%.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 16, 2023

Weekly Market Insights: Markets React To Turmoil In Middle East, Inflation Concerns. The MSCI EAFE index, which tracks developed overseas stock markets, advanced 2.37%. PPI, CPI Updates The disinflationary trend appears to be stalling if the inflation numbers are any indication. versus a forecast of a 0.3%

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

Weekly Market Insights : Stocks Rally On Fed, Inflation News Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The MSCI EAFE index, which tracks developed overseas stock markets, tacked on 2.75%. stock market.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Weekly Market Insights: Short Week Strong For Stocks Presented by Cornerstone Financial Advisory, LLC Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The MSCI EAFE index, which tracks developed overseas stock markets, was flat (+0.03%).

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Weekly Market Insights: November Rally Continues Presented by Cornerstone Financial Advisory, LLC Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. The MSCI EAFE index, which tracks developed overseas stock markets, increased 3.36%. Both were below market forecasts.

Marketing 105

Marketing Marketing Taxes Economics 105

The Big Picture

MARCH 31, 2023

The platform had punched above its weight in pure user numbers thanks to an unrivaled ability to both distribute real-time information and make expertise available. Real Estate Bust Exposes Big Divide At the heart of the country’s economic and social crisis is a broken housing market, which has amplified social divisions.

Banking 162

Banking Math Distribution Investment Advisor 162

Cornerstone Financial Advisory

JANUARY 2, 2024

Weekly Market Insights: S&P Ends 2023 Up 24% Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The MSCI EAFE index, which tracks developed overseas stock markets, increased 1.13%. The return and principal value of investments will fluctuate as market conditions change.

Taxes 104

Taxes Investment Advisor Numbers Investments 104

Ballast Advisors

AUGUST 16, 2023

Here are the updated key tax numbers relating to HSAs for 2023 and 2024. Disclosures: The opinions expressed herein are those of Ballast Advisors, LLC and are subject to change without notice. Ballast Advisors reserve the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Accounting 52

Accounting Numbers Medical Taxes 52

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Weekly Market Insights | November 25th, 2024 Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The MSCI EAFE Index, which tracks developed overseas stock markets, was flat (-0.05 New Home Sales.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

APRIL 10, 2023

Weekly Market Insights: Hiring Cools; Recession Fears Rise. The MSCI EAFE index, which tracks developed overseas stock markets, advanced +0.37%. The MSCI EAFE index, which tracks developed overseas stock markets, advanced +0.37%. The return and principal value of investments will fluctuate as market conditions change.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 14, 2022

Weekly Market Insights: Cooling Inflation Brings Market Gains. A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. The MSCI EAFE index, which tracks developed overseas stock markets, picked up 5.72%. Both numbers were below market expectations of 0.6%

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JANUARY 17, 2023

Weekly Market Insights: Inflation Cools, Stocks Warm Up. The MSCI EAFE index, which tracks developed overseas stock markets, jumped 3.32%. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Individuals cannot directly invest in unmanaged indexes.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 30, 2023

Weekly Market Insights: Debt Talks Optimism Keeps Eyes On D.C. Presented by Cornerstone Financial Advisory, LLC Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. The MSCI EAFE index, which tracks developed overseas stock markets, sank 2.92%.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

The MSCI EAFE index, which tracks developed overseas stock markets, dipped 1.78%. Inflation Deflates Markets . Stocks suffered their worst day in more than two years last Tuesday as markets were caught off-guard by a higher-than-anticipated August inflation report. That number was well above the 5.9% stock market.

Marketing 59

Marketing Marketing Taxes Economics 59

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

Cornerstone Financial Advisory

DECEMBER 12, 2022

Weekly Market Insights: Stocks Slide On Recession Concerns. The MSCI EAFE index, which tracks developed overseas stock markets, dipped 1.09%. But stock prices were under pressure Friday following a disappointing Producer Price Index (PPI) number. Wednesday: Federal Open Market Committee (FOMC) Meeting Announcement.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

SEPTEMBER 18, 2023

Weekly Market Insights: Stocks Stand Still, Awaiting Fed Presented by Cornerstone Financial Advisory, LLC Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The MSCI EAFE index, which tracks developed overseas stock markets, added 1.23%.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 30, 2023

The MSCI EAFE index, which tracks developed overseas stock markets, increased by 1.14%. 4 Beneath the headline number, the personal consumption expenditures price index (the Fed’s preferred measure of inflation) rose 3.2%. 5 This Week: Key Economic Data Wednesday: Federal Open Market Committee Announcement. stock market.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 11, 2022

The MSCI EAFE index, which tracks developed overseas stock markets, edged 0.46% higher. One of the holes in the “imminent-recession” narrative has been the labor market’s strength. Historically, recessions have been preceded by or concurrently with a weakening jobs market. Stocks Move Higher. Helen Keller.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 20, 2023

The MSCI EAFE index, which tracks developed overseas stock markets, gained 0.52%. The year-over-year inflation number (6.4%) came in lower than December’s 12-month rise of 6.5%, making it the seventh consecutive month of declining year-over-year inflation. When sold, investments may be worth more or less than their original cost.

Marketing 59

Marketing Marketing Taxes Distribution 59

Cornerstone Financial Advisory

MAY 21, 2024

Weekly Market Insights: Investors Anticipate Fed Rate Change Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. Dow 40,000 The week began quietly as market averages traded in a tight range, awaiting fresh inflation news.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 29, 2024

Weekly Market Insights | July 29th, 2024 Down Corporate Reports Shake Investors Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. The MSCI EAFE Index, which tracks developed overseas stock markets, fell 1.49

Marketing 52

Marketing Marketing Taxes Pharmaceutical 52

Cornerstone Financial Advisory

APRIL 17, 2023

The MSCI EAFE index, which tracks developed overseas stock markets, added 2.08%. Stocks rallied on a favorable March consumer inflation report, only to falter after the release of last month’s Federal Open Market Committee (FOMC) meeting minutes, which hinted at a potential recession later this year. stock market. stock market.

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

FEBRUARY 13, 2023

The MSCI EAFE index, which tracks developed overseas stock markets, dipped 0.30%. Initially, traders were relieved by comments made by Fed Chair Jerome Powell earlier in the week that he had not struck a more aggressive tone following the strong employment report released after the Federal Open Market Committee (FOMC) meeting.

Marketing 59

Marketing Marketing Taxes Economics 59