James Hendries

MARCH 13, 2023

Recent economic data has pointed to continued growth—giving rise to the “no landing” narrative. Small Cap Valuations Offer Some Cushion for Business Cycle Risks Small caps would typically not be one that asset allocators would recommend when some of the most prescient leading economic indicators are sending strong recession signals.

Assets 52

Assets Marketing Marketing Asset Allocation 52

Validea

NOVEMBER 16, 2022

Paul Britton of Capstone Investment Advisors: Prepare for persistent volatility, as interest rates will continue to roil the markets. Valuations are still high, despite rampant inflation and an economic slowdown.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

Validea

NOVEMBER 18, 2022

Paul Britton of Capstone Investment Advisors: Prepare for persistent volatility, as interest rates will continue to roil the markets. Valuations are still high, despite rampant inflation and an economic slowdown.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

James Hendries

SEPTEMBER 27, 2022

Since 2000, the average increase in the 10-year yield during major moves higher is around 1.8%. As we know from historical precedents, when the Fed aggressively raises rates, economic growth slows or outright contracts, which is the Fed’s goal. Investing involves risks including possible loss of principal.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

James Hendries

SEPTEMBER 20, 2022

Since 2000, the average increase in the 10-year yield has been around 1.8%. economic growth. More specifically, it reflects how the Fed intends to stimulate or slow economic growth by cutting or raising its policy rate. Investing involves risks including possible loss of principal. The shape of U.S

Marketing 52

Marketing Marketing Economy Economics 52

Brown Advisory

NOVEMBER 29, 2016

Rising economic and political risks— including weak global growth and increasing nativism and protectionism in several countries such as the U.S., For example, we found opportunity in small-cap stocks during their 2016 rally because of their relatively low valuations and limited vulnerability to flagging global economic growth.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52

Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. economy, the first quarter of this year was positive with positive economic growth. On the negative side, there have been some negative economic indicators (in this case) for a few months now. 0:17 Ryan Kelley: Thanks. Happy to be here.

Marketing 52

Marketing Marketing Banking Numbers 52

International College of Financial Planning

AUGUST 2, 2021

A bachelor’s degree in the field of finance, law, business, accounting, or economics is the minimum qualification you need to be a financial advisor in India. As an independent advisor here are certain certifications you need to be aware of – . Educational Qualification Requirements.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

The Big Picture

FEBRUARY 6, 2024

There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. In 2000, right. I, I love Econ Talk, which is sort of theoretical economics debate podcast for fun.

Valuation 130

Valuation Investing Investments Assets 130

ClearMoney

DECEMBER 14, 2021

20591, National Bureau of Economic Research, October 2014). 4Marlena Lee, Philipp Meyer-Brauns, Savina Rizova, and Samuel Wang, "Bond Study Confirms Investment Approach and Offers New Insight," Insights (blog), Dimensional Fund Advisors, February 11, 2020. 1 (January 2016): 69–103. This material is not a sales communication.

Investing 52

Investing Investments Commission Distribution 52

The Big Picture

JULY 11, 2023

2000 average company went public after three years, that was probably an anomaly in the dot com. You have half the number of public companies that you had in 2000. So this is a simple CRM system that’s just for the business of being a financial advisor. And you see that in the numbers, right? RITHOLTZ: Right.

Management 217

Management Investing Investments Assets 217

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Recency bias basks in that part of the mind that is so confident in the obvious trend that we literally start to believe that we are betting like Biff with the Gray’s Sports Almanac (I guess the newer 2000-2050 edition) curled up in our back pocket! In Chapter One (2000-2009), that almanac will reveal that U.S.

Assets 59

Assets Investing Investments Marketing 59

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Trading Economics. Review of Finance 22, no.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Trading Economics. Review of Finance 22, no.

Government 52

Government Commission Economics Distribution 52

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 157

Compliance Clients Wealth Management Management 157

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. So we haven’t talked about the thematic ETS, biblical, partisan, our friend Perth Tolle’s Economic Freedom. There’s no economic incentive for anybody to change any of that.

Management 273

Management Assets Portfolio Investing 273