Sara Grillo

MARCH 13, 2023

This episode we’re going to be talking about 2023 ETF trends and I thrilled to have some of industry’s most knowledgeable people here to rap about it all: Nate Geraci , host of ETF Prime podcast and President of the ETF Store, and Phil Bak , founder of Armada ETFs. Will 2023 be the year for physical gold ETFs? from the seller.

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James Hendries

JUNE 26, 2023

We know it’s old news at this point, but on June 8, 2023, the S&P 500 entered a new bull market. LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash. Bull markets are not linear.

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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. Investing involves risks including possible loss of principal.

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Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Should advisors go to hell before selling an annuity?

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James Hendries

JANUARY 20, 2023

The key question coming into this earnings season is whether the pessimism surrounding 2023 earnings has gone too far. Guidance is key The key question to answer this earnings season is whether the pessimism surrounding 2023 earnings has gone too far. Investing involves risks including possible loss of principal.

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James Hendries

JULY 3, 2023

billion through mid-June—bankers see the second half of 2023 and 2024 poised for considerable improvement. Today, at the end of the first half of 2023, Apple crossed $3 trillion in market capitalization, making it the largest company globally. Investing involves risks including possible loss of principal.

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James Hendries

JANUARY 26, 2023

Background: The global economy will likely slow from the upper-2% range in 2022 down to slightly above zero in 2023 ( Figure 1 ). falls into recession, the chances are it would occur during the first half of 2023 and will not likely be as deep as the 2008 recession, which was initiated by a fundamentally flawed financial market.

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James Hendries

JANUARY 31, 2023

The script has been flipped in 2023. Of course, the market is also forward-looking, with expectations for falling inflation and a less hawkish Federal Reserve (Fed) as we progress into 2023. For 2023, the S&P 500 was up 0.8% Investing involves risks including possible loss of principal. equity markets by year-end.

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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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James Hendries

MARCH 6, 2023

Higher interest rates are challenging stock valuations and perhaps pushing the gains further out in 2023, but we still see solid potential for double-digit returns for stocks this year. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly.

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James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities. Insurance products are offered through LPL or its licensed affiliates.

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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.

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James Hendries

NOVEMBER 22, 2022

in May or June of 2023. In this week’s Weekly Market Commentary, we explore historical equity and fixed income market performance surrounding a Fed pivot, including the prospect for solid stock performance in the back half of 2023. Marc Zabicki , CFA , Chief Investment Officer, LPL Financial . Conclusion.

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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. While we acknowledge that interest rates could move higher still, we think the risk/reward profile of adding to rate-sensitive fixed income assets has improved.

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James Hendries

AUGUST 30, 2022

That said, earnings targets will be very tough to reach in 2023 if high inflation lingers. Estimates for this year look reasonable, 2023 have to come down. The thought process for many was that earnings drop in a recession, so while 2022 profits may be near consensus estimates (our expectation), 2023 may see a profit decline.

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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. Insurance products are offered through LPL or its licensed affiliates.

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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 and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).

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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.

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James Hendries

OCTOBER 18, 2022

Earnings estimates for 2023 are too high—this is about as consensus as a view gets. The consensus S&P 500 earnings per share estimate for 2023 is currently $240, down from $250 at the end of June. The consensus S&P 500 earnings per share estimate for 2023 is currently $240, down from $250 at the end of June. Conclusion.

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James Hendries

NOVEMBER 15, 2022

However, the debate is heating up as investors begin to consider whether the pendulum will swing back to growth if inflation and interest rates decline in 2023. The LPL Research STAAC continues to favor a tilt toward value from an asset allocation perspective. Investing involves risks including possible loss of principal.

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James Hendries

DECEMBER 4, 2022

In this week’s Weekly Market Commentary we share insights on publicly traded retailers, analyze their underperformance year to date, and look forward to 2023. Risks are rising for 2023 as consumers are likely tapping credit and personal savings to keep up spending habits. Investing involves risks including possible loss of principal.

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James Hendries

AUGUST 15, 2022

The economy needs a stable and productive workforce to handle tighter financial conditions and growing uncertainty about 2023. We won’t predict a soft landing, but there is a plausible scenario where a mild recession comes in 2023, the S&P 500 does not retest its June 2022 lows, and stocks are nicely higher in a year. Conclusion.

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James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. Investing involves risks including possible loss of principal. A Time to Downshift.

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James Hendries

SEPTEMBER 7, 2022

We maintain our year-end fair value S&P 500 target at 4,300-4,400, based on a price-to-earnings ratio of 18-19 times our $235 EPS estimate for 2023. On the flip side, a potential Fed policy mistake, a possible recession in 2023, and heightened geopolitical tensions present risks to the downside.

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James Hendries

AUGUST 3, 2022

However, the central bank could begin cutting again in the back half of 2023 if the economy shows significant weakness. The downside risk comes in 2023 where the consensus estimate has come down about $6 since mid-June to near $245. Investing involves risks including possible loss of principal. GDP Report Was a Mixed Bag.

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James Hendries

AUGUST 15, 2022

But that doesn’t change our belief that stocks have more room to run through year end and into 2023. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Click here to download a PDF of this report.

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James Hendries

SEPTEMBER 20, 2022

While we don’t think a recession is likely this year, we do think it’s roughly a 50/50 proposition in 2023. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Quantitative tightening (QT) is a wildcard.

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Good Financial Cents

APRIL 19, 2023

The best way to start making passive income in investing in real estate. When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Because you can invest as little as $10 into a company named Fundrise and start generating passive income asap. License Your Music 13.

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James Hendries

JULY 6, 2022

Money market assets are also nearly $1 trillion above December 2019 levels. Interest rates have only come down because of recession fears, while inflation will still be elevated—even if somewhat lower—when the calendar turns to 2023 (unfortunately). Investing involves risks including possible loss of principal.

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James Hendries

FEBRUARY 27, 2023

Another rating downgrade by a major rating agency would likely call into question use of Treasury securities as risk-free assets, which would have major financial implications globally. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly.

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James Hendries

JULY 21, 2022

These potential headwinds to profitability may make it difficult for corporate America to maintain its current high-single-digit earnings growth pace, but our base case calls for steady earnings gains through 2023. Investing involves risks including possible loss of principal. Historical impact of midterms on markets.

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