James Hendries
JULY 13, 2022
We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. The sources of turbulence are clear.
Nerd's Eye View
JANUARY 20, 2023
While it remains to be seen whether the measures will actually be enacted, proposed measures include raising income and capital gains tax rates, instituting wealth taxes, and reducing the state estate tax exemption, potentially creating future planning opportunities for advisors with clients in those states.
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Nerd's Eye View
APRIL 10, 2024
Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." However, as investors learned in 2022, when the S&P 500 and 20-year Treasury Bonds fell 18.1% Finally, over time, regime changes have also lowered the overall risk of equity investing.
James Hendries
JULY 21, 2022
How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. When times are turbulent, the surest path toward progress remains sound financial advice from dedicated professionals who have logged many hours in similar conditions.
James Hendries
DECEMBER 12, 2022
Even after another dizzying year, as 2022 proved to be. If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about setting ourselves up for what comes next as the economy and markets find their way back to steadier ground—even if the adjustment period continues.
James Hendries
OCTOBER 4, 2022
Dear Valued Investor, In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. This research material has been prepared by LPL Financial LLC.
Zoe Financial
APRIL 23, 2023
Economic Data: The Philadelphia Fed manufacturing index came out in the week and showed a greater contraction than expected – the market did not like that. We believe financial advice should come from unbiased and certified professionals. The S&P 500 was down 0.1%
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