Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. Emerging from the depths of the 2022 bear market, the introduction of ChatGPT illuminated the potential of AI for the layman, igniting a remarkable surge in related tech stocks.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. This year’s report examines several issues that the team is monitoring as we head into 2022.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. Fri, 03/18/2022 - 06:42. Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . Download transcript.

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Carson Wealth

DECEMBER 18, 2023

He once again emphasized that the risk of not doing enough to curb inflation was now balanced with the risk of holding rates too high for too long (and potentially breaking the economy in the process). Lower interest rates can have significant positive effects on the economy, including on mortgage rates. Here’s why.

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SEI

AUGUST 2, 2022

Tue, 08/02/2022 - 14:05. Investments and economy. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . The second quarter of 2022 was a tough slog for investors with relatively few places to hide.

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Brown Advisory

AUGUST 19, 2022

Fri, 08/19/2022 - 10:50. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. This year’s report examines several issues that the team is monitoring as we head into 2022. Read more >.

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Discipline Funds

MARCH 2, 2024

It forced me to think in a multi-temporal sense which has completely changed how I think about asset allocation. A lot of people feel depressed about the economy because life is hard. Still, it’s interesting in the context of the last few years because the S&P 500 is only up 11% since 2022. It’s hard having kids.

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Investing Caffeine

MAY 2, 2022

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 2, 2022). Slome, CFA, CFP®.

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Investing Caffeine

APRIL 1, 2022

After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%. The Fed’s goal is to increase the cost of borrowing, thereby slowing down the economy and reducing inflation. over the next couple of years. www.Sidoxia.com.

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Brown Advisory

JUNE 16, 2022

mhannan Thu, 06/16/2022 - 11:00 As we approach the first half of 2022, volatility is back with a vengeance. MORE ON THIS TOPIC Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R.

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Brown Advisory

AUGUST 19, 2022

Fri, 08/19/2022 - 10:50. As we approach the first half of 2022, volatility is back with a vengeance. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. MORE ON THIS TOPIC. Read more >.

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Brown Advisory

OCTOBER 11, 2022

Tue, 10/11/2022 - 13:22. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R. This year’s report examines several issues that the team is monitoring as we head into 2022. Read more >.

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Brown Advisory

AUGUST 19, 2022

CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up mhannan Fri, 08/19/2022 - 10:50 From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. This year’s report examines several issues that the team is monitoring as we head into 2022.

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Validea

SEPTEMBER 29, 2022

There’s no sugarcoating it — 2022 hasn’t been kind to investors. The downturn in stocks and other assets reflect a number of concerning things. Higher interest rates have made the affordability of homes and other assets much more costly. By Justin Carbonneau ( @jjcarbonneau ) —. Stocks are down. Bonds are down.

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Dear Mr. Market

MAY 27, 2022

Bottom line…we’ve been through the ringer in 2022 with the third worst start for the S&P 500 in history and the worst ever for the Nasdaq! We point you to an old article we wrote and specifically to the “four distinct phases” that you can shift your asset allocation in order to outlast the average bear market.

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Investing Caffeine

MARCH 1, 2022

Although the stock market as measured by the S&P 500 index has gone gangbusters over the last three years, almost doubling in value (2019: +29%, 2020: +16%, 2021: +27%), the S&P 500 has hit an air pocket during the first couple months of 2022 (-8%), including down -3% in February. www.Sidoxia.com. Slome, CFA, CFP®.

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Brown Advisory

OCTOBER 11, 2022

mhannan Tue, 10/11/2022 - 13:22 Investors have plenty of challenges to focus on as a volatile year enters its final months. This year’s report examines several issues that the team is monitoring as we head into 2022. CIO Perspectives Podcast: Private markets, slowing global growth and are bonds back? Rodrigo is now available.

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WiserAdvisor

JANUARY 8, 2023

The year 2022 had its ups and downs. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months.

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Investing Caffeine

FEBRUARY 1, 2022

After this meteoric multi-year rise, stock values started to come back to earth in 2022, and the rocket ship turned into a roller coaster during January. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2022). www.Sidoxia.com. Slome, CFA, CFP®.

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Investing Caffeine

JULY 5, 2023

The pace of interest rate increases since early 2022 has increased at the fastest rate in over four decades (see chart below). Source: Yardeni.com These factors, coupled with the cooling of inflation pressures have contributed to this bull market in stocks that has soared +27% higher since the October 2022 bottom in the S&P 500.

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Dear Mr. Market

MARCH 17, 2024

after a brutal 2022, the following year simply never materialized with China and how we thought coming out of the pandemic the second largest economy in the world join the party. None of that worked out in 2022 with the worst bond market year in history, yet now we find ourselves with short-term treasuries yielding north of 5%.

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WiserAdvisor

DECEMBER 29, 2022

For instance, say you earned a 6% capital yield from a stock in 2022. Inflation increases year-on-year and is defined as the rise in the prices of goods and services in an economy. For instance, if you had a child in 2022 and are preparing for their college fund, you have another 18 years to accumulate the funds. Rule of 72.

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James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. You may also be interested in: How Much Higher Can Rates Go? – September 19, 2022. Getting Jobs Market Back into Balance – September 12, 2022.

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ClearMoney

JANUARY 4, 2022

Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed. Value stocks, or those with lower relative prices, began the year strong as the economy reopened and interest rates were rising. As we enter 2022, looking backward can help as investors look to the future. All rights reserved.

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James Hendries

NOVEMBER 15, 2022

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years. Value vs. Growth – Value Takes 2022. The LPL Research STAAC continues to favor a tilt toward value from an asset allocation perspective. IMPORTANT DISCLOSURES.

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The Big Picture

FEBRUARY 6, 2024

And actually Ben Inker is the head of our asset allocation group. But then it didn’t in the, when the tech bubble burst, it didn’t last year in 2022. Quality strategies in 2022. We, we call asset allocation at GMO. How, how important are these other aspects to the way you manage assets?

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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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James Hendries

JANUARY 13, 2023

Here are some of our lessons learned from 2022. One of the lessons learned in 2022 was to never underestimate our central bank’s resolve to squelch inflation. At the start of 2022, markets expected the upper bound of the fed funds rate to stay below 1%. economy to avoid recession, and support above-average valuations.

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James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

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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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James Hendries

AUGUST 15, 2022

We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. We could see a retest of 3.5% over the next few months.

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James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. in September, temporarily breaking below the June 2022 closing low. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. The S&P 500 Index tumbled 9.3%

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James Hendries

NOVEMBER 22, 2022

Recent wholesale inflation tells a similar story of a peak in pricing pressures, which has been the expectation of the Strategic and Tactical Asset Allocation Committee (STAAC) at LPL Research. You may also be interested in: Inflation and Rising Rates Supports Value – November 14, 2022. IMPORTANT DISCLOSURES.

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James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. They tend to do better early in economic cycles once the economy emerges from recession.

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The Big Picture

SEPTEMBER 19, 2023

00:25:48 [Speaker Changed] So in 2022 when equities were down and fixed income were down, they were both down double digits. It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs. 00:26:07 [Speaker Changed] No.

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Discipline Funds

DECEMBER 31, 2023

Just when you feel like you know everything the markets and the economy will surprise you. The last few years have made that abundantly clear as high inflation has ravaged most of the global economy. In January of 2022 I said that inflation had peaked , which happened to be a few months before the peak of 9% CPI.

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Carson Wealth

JUNE 12, 2023

Now with stocks up 20%, they have officially entered a new bull market and the 2022 bear is over. Carson’s leading economic index indicates the economy is not in a recession. It can be hard to parse through it all and come up with an updated view of the economy after every data release.

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