2023 Asset Allocation Investment Advisor Numbers 
James Hendries
JUNE 20, 2023
The encouraging trend in consumer prices will provide the Fed some leeway throughout the balance of 2023. Fed Should Anticipate Further Easing in Rents The housing sector is currently a significant factor impacting inflation in 2023. Asset allocation does not ensure a profit or protect against a loss.
James Hendries
JANUARY 13, 2023
These lessons learned from 2022 are particularly important for 2023 since FOMC members expect rates in 12 months to be higher than what investors are currently expecting. And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win. Caveat emptor.
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Discipline Funds
DECEMBER 20, 2023
Calculate your 2023 after tax income and expected after tax 2024 income. Compare this to your 2023 expenses and expected 2024 expenses. Asset Allocation and Goals. We are big advocates of time based asset allocation. 2023 was a great year for risk assets. Prune the fat in your portfolio.
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.
James Hendries
AUGUST 15, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. The LPL Research S&P 500 year-end fair value target range remains 4,300—4,400, based on a price-to-earnings ratio (PE) of 18-19 and an earnings per share (EPS) forecast of $235 for 2023.
James Hendries
NOVEMBER 15, 2022
The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 times the STAAC’s 2023 S&P 500 earnings per share forecast of $230. Securities with credit ratings of BBB and above are considered investment grade.
James Hendries
OCTOBER 7, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. times the Committee’s 2023 S&P 500 earnings per share forecast of $230. Securities with credit ratings of BBB and above are considered investment grade. It is expressed as a number of years.
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