Ballast Advisors

JUNE 30, 2023

Implications for investors The expected cost savings and higher profit margins to be unlocked by productivity gains is one reason global corporate investment in AI was up from about $80 billion in 2018 to nearly $190 billion in 2022, even before generative AI burst onto the scene in 2023.

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Communication Economics Taxes License 40

Trade Brains

DECEMBER 20, 2022

The company requires statutory and regulatory permits, licenses, and approvals for its operations from time to time. Book Running Lead Managers: IIFL Securities Limited, Motilal Oswal Investment Advisors Limited, and YES Securities (India) Limited. Listing Date January 4, 2023. Promoters: Col. Face Value ₹1 per share.

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Management Retail Banking Clients 52

Zoe Financial

JUNE 6, 2023

One of my clients enrolled in a university aviation program to get his pilot license. Again, check with your state or a financial advisor to see if this is a good strategy. Discuss with an investment advisor the options available to you and what makes the most sense for your risk tolerance and time horizon.

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Education Taxes Financial Advisor Planning 52

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? Was this helpful?

Financial Advisor 59

Financial Advisor Assets Management License 59

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

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Marketing Marketing Economy Economics 52

James Hendries

MARCH 13, 2023

Not Enough Evidence to Switch Back to Growth Growth stocks have come storming back in 2023 after significantly underperforming their value counterparts in 2022. If the common— though not quite unanimous—view that recession may come in 2023 or early 2024 turns out to be right, then the sweet spot for small caps may be a year or more away.

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Assets Marketing Marketing Asset Allocation 52

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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Marketing Marketing Economy Economics 52

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?

Insurance 59

Insurance Financial Advisor Retirement License 59

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

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Marketing Marketing Valuation Insurance 52

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

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Marketing Marketing Banking Valuation 52

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

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Marketing Marketing Economy Communication 52

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. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

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. Here’s hoping for more hits and fewer misses for all of us in 2023. Insurance products are offered through LPL or its licensed affiliates. Caveat emptor.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

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. 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

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.

Marketing 52

Marketing Marketing Valuation Economics 52

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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Marketing Marketing Valuation Asset Allocation 52

James Hendries

NOVEMBER 15, 2022

times the STAAC’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). Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

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Portfolio Taxes Government Investment Advisor 52

James Hendries

AUGUST 15, 2022

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

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

OCTOBER 7, 2022

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). Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

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Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

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

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

The Committee also lowered its S&P 500 Index year-end fair value target range to 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. Insurance products are offered through LPL or its licensed affiliates. Click here to download a PDF of this report.

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Portfolio Asset Allocation Taxes Investment Advisor 52

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.

Marketing 52

Marketing Marketing Valuation Economics 52

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

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Marketing Marketing Manufacturing Economy 52

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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Marketing Marketing Valuation Insurance 52

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

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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. 12/2023).

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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. If the U.S.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

SEPTEMBER 27, 2022

While we still think the consumer is in better shape than during previous Fed rate hiking campaigns, we do think the prospects of a recession have increased for 2023. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

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Asset Allocation Marketing Marketing Assets 52

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. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Valuation 52

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

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

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. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

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Good Financial Cents

APRIL 19, 2023

Invest in a Business Generate Passive Income With Time Investment (Effort Level: 3-5) 8. License Your Music 13. The data is pretty good; however, the average person like you and I should make passive income investments through ETFs, a mutual fund, or index funds with low fees. One solution would be to license your music.

Accounting 105

Accounting Investing Investments Media 105

James Hendries

JULY 6, 2022

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). As a result, we believe a price-to-earnings ratio of 18-19 on 2023 S&P 500 earnings estimates is reasonable. So a P/E over 20 is probably too rich.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

FEBRUARY 27, 2023

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

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Marketing Marketing Government Economy 52

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. Insurance products are offered through LPL or its licensed affiliates. Historical impact of midterms on markets.

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