2023 Asset Allocation Investment Advisor Taxes 
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.
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
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. Interest income may be subject to the alternative minimum tax. IMPORTANT DISCLOSURES.
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. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing.
James Hendries
SEPTEMBER 8, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in 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.
WiserAdvisor
MARCH 22, 2023
One of these options is a Roth 401(k) plan, which allows employees to contribute after-tax dollars toward their retirement savings. The primary difference between a traditional and Roth 401(k) is how they are taxed. However, you will have to pay income tax on the funds when you withdraw them in retirement.
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