James Hendries

JUNE 26, 2023

The S&P 500’s Relative Strength Index (RSI)—a momentum oscillator used to measure the speed and magnitude of price action—recently reached its most overbought reading since November 2021 (Figure 1). Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

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James Hendries

DECEMBER 4, 2022

Retail sales data from the Census Bureau (we focus on the Retail Sales excluding Food Service, Autos, Building Materials, and Gas Stations statistics) has shown year-over-year growth, slow from the average mid-teens numbers seen in 2021, to a still healthy upper-single digits number in 2022 [Figure 2]. over the last 20 years, pre-2020.

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Sara Grillo

MARCH 13, 2023

In October of 2021, ProShares was successful in bringing the first futures-based ETFs to market. Phil holds the Chartered Alternative Investment Analyst (CAIA) designation and is the host of The ETF Experience and the Phil Bak Podcast. nationally recognized as the first investment advisor to offer only Exchange Traded Funds.

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ClearMoney

NOVEMBER 4, 2021

Exhibit 4 shows marked inconsistency in valuation characteristics for the three largest US equity momentum funds during the value premium rally of late 2020 through early 2021. Price-to-book ratios for all three surged briefly in the fourth quarter of 2020 before dropping precipitously during the second quarter of 2021.

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James Hendries

JANUARY 13, 2023

When LPL Research released the Outlook 2022: Passing the Baton in December 2021, the team’s view was that the hit from inflation would be manageable and would therefore limit the number and magnitude of interest rate increases, enable the U.S. Insurance products are offered through LPL or its licensed affiliates.

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James Hendries

JUNE 20, 2023

The latest Consumer Price Index (CPI) print decelerated toward the lower end of expectations, with overall headline inflation falling to the lowest level since April 2021. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

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James Hendries

JANUARY 20, 2023

We often hear analysts projecting the seemingly obvious “earnings matter” refrain; of course earnings and fundamentals matter, but at times of irrational exuberance—though not as much in 2022 and 2021—and meme stocks ( see here ), we feel the need to yell it even louder. Insurance products are offered through LPL or its licensed affiliates.

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James Hendries

SEPTEMBER 27, 2022

In late 2021, markets expected the Fed to largely stay on the sidelines and keep short-term interest rates low. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

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ClearMoney

SEPTEMBER 24, 2021

S&P data © 2021 S&P Dow Jones Indices LLC, a division of S&P Global. The performance reflects the growth of a hypothetical investment and assumes reinvestment of income and no transaction costs or taxes. French, “Luck versus Skill in the Cross-Section of Mutual Fund Returns,” Journal of Finance 65, no. 5 (2010): 1915–1947.

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James Hendries

FEBRUARY 27, 2023

The debt ceiling was last raised in December 2021. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. When was the debt ceiling last raised?

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Midstream Marketing

FEBRUARY 13, 2021

Note: This article has been updated for 2021 after two more years of being in the marketing trenches. At its core, Paladin Registry is a solution built to match up clients with pre-screened fiduciaries – in other words, financial advisor firms like yours. You can see the updates below about SmartAsset and DaveRamsey.com.

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ClearMoney

DECEMBER 14, 2021

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. 5Wes Crill, “Out of Bounds: Style Drift in the Russell 2000 Value Index,” Insights (blog), Dimensional Fund Advisors, June 2021.

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Tucker Advisors

AUGUST 9, 2021

And you could potentially write less business, because clients will perceive that you’re not a holistic advisor, that you don’t perform the complete duties of an advisor in an all-encompassing way for your clients. What does the IRA rollover exemption mean for advisors? There is help out there for advisors. Sources: 1.

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ClearMoney

JANUARY 4, 2022

Throughout the year, the market continued a relatively steady rise, with large cap stocks in the US ending 2021 near a record high. And value premiums have often shown up quickly and in large magnitudes, as they did in late 2020 and early 2021. The S&P 500 Index1 generated returns of 28.71%.

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ClearMoney

FEBRUARY 22, 2022

The opportunity cost can be substantial: Over the 25-year period ending in 2021, a hypothetical $100,000 invested in the stocks that make up the Russell 3000 Index would have grown to $1,036,694.9 5Weston Wellington, “Hindenburg Omen Flames Out,” Down to the Wire (blog), Dimensional Fund Advisors, October 8, 2010.

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James Hendries

JULY 6, 2022

For instance copper, often referred to as Dr. Copper for its ability to forecast economic conditions, just hit its lowest level since February 2021. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

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ClearMoney

FEBRUARY 21, 2022

In another recent example, the US issued executive orders in 2020 and 2021 that prohibited US persons from investing in certain Chinese companies. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Investing in emerging markets may accentuate these risks. Dimensional Japan Ltd.,

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ClearMoney

DECEMBER 13, 2021

1S&P data © 2021 S&P Dow Jones Indices LLC, a division of S&P Global. Indices are not available for direct investment. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. Increase of 56.35% was from March 31, 2020–March 31, 2021.

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