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.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

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. Treasuries, agency mortgages, and investment-grade corporate bonds that comprise the Aggregate index. Core vs Core Plus Bond Implementation.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Diversification does not protect against market risk.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Corporate bonds are considered higher risk than government bonds. We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

JUNE 20, 2023

As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. 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.

Marketing 52

Marketing Marketing Economy Communication 52

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 Corporate bonds are considered higher risk than government bonds. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Corporate bonds are considered higher risk than government bonds. It includes all of private and public consumption, government outlays, investments and exports less imports that occur within a defined territory.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Corporate bonds are considered higher risk than government bonds. Core bonds, as measured by the Bloomberg Aggregate Bond index, lost 2.8% Municipal bonds are subject to availability and change in price.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

NOVEMBER 15, 2022

One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. The LPL Research STAAC continues to favor a tilt toward value from an asset allocation perspective.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

MARCH 6, 2023

Industry data already show declining rent prices, so it’s just a matter of time before the official government statistics reflect that easing. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JULY 3, 2023

A Fed pause is likely coming soon, if it’s not already here, as inflation continues to ease, supporting the case for staying fully invested. 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.

Marketing 52

Marketing Marketing Banking Valuation 52

James Hendries

DECEMBER 4, 2022

The LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) continues to hold a cautious view and an underweight to the S&P 500 consumer discretionary sector, from an asset allocation perspective. Investing involves risks including possible loss of principal.

Retail 52

Retail Marketing Marketing Sales 52

James Hendries

NOVEMBER 22, 2022

Recent wholesale inflation tells a similar story of a peak in pricing pressures, which has been the expectation of the Strategic and Tactical Asset Allocation Committee (STAAC) at LPL Research. Investing involves risks including possible loss of principal. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

AUGUST 15, 2022

Job gains were broad-based and especially prominent in sectors such as education, health care, and government. We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Investing involves risks including possible loss of principal. is currently not in recession.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JANUARY 13, 2023

And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. government bonds haven’t exceeded 2% for most of the past four years, compared to more than 11% in early 1985. Thus, it’s important to have a view on this key question.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. government bonds haven’t exceeded 2% for most of the past four years, compared to more than 11% in early 1985. Thus, it’s important to have a view on this key question.

Investing 52

Investing Investments Portfolio Assets 52

James Hendries

JULY 6, 2022

Money market assets are also nearly $1 trillion above December 2019 levels. A tax break from both state and federal governments is expected to give consumers approximately $30 of savings per month for one weekly fill-up. cents per gallon for the federal tax and 31 cents per gallon on average from state governments.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

NOVEMBER 8, 2022

This alone would be enough to give us a mixed government, where a party different from the president’s controls at least one Chamber of Congress. Historically, there are two key general takeaways from midterms: 1) Markets like them to be over and 2) Markets prefer mixed government. The first one is just a matter of time passing.

Marketing 52

Marketing Marketing Government Banking 52