James Hendries

NOVEMBER 3, 2022

From a contrarian perspective, extreme pessimism can often be followed by a market bounce. Such a reaction can serve as a reminder not to react too quickly to near-term market developments. The market is always forward-looking, and asset prices tend to reflect what may happen months or quarters ahead.

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Clients Asset Allocation Investment Advisor Economics 52

Truemind Capital

SEPTEMBER 10, 2019

Quality investment management is much more than selecting schemes from star-rating websites or buying a stock based on little insights. Given these requirements, hiring an investment manager can make a significant difference in your financial wellbeing and peace of mind. Unchecked conflict of interest can ruin your investment returns.

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Investing Investments Asset Allocation Fiduciary Duty 52

ClearMoney

FEBRUARY 22, 2022

Markets Drop as Turbulent Trading Persists”. Do large losses in a handful of popular stocks signal a downturn ahead for the broad market? This is just another version of the market timing question dressed in different clothes. Tactical Asset Allocation: Periodic shifts in allocation to stocks.

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ClearMoney

JANUARY 4, 2022

And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility. Throughout the year, the market continued a relatively steady rise, with large cap stocks in the US ending 2021 near a record high.

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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WiserAdvisor

DECEMBER 13, 2023

In a world where the cost of living is steadily climbing and market uncertainties loom large, the idea of a serene retirement can seem like a distant dream. Adapt your approach Late starters should consider a strategic shift in their asset allocation.

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Retirement Risk Tolerance Retirement Planning Taxes 45

Dear Mr. Market

OCTOBER 11, 2022

Dear Mr. Market: Simple allocation ? In a year where the stock market has provided zero safe places to hide…you may have changed, the markets certainly have, but one thing has not; the Permanent Portfolio. We won’t rehash the obvious news that stocks are in the midst of a bear market.

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Portfolio Assets Economics Marketing 59

Walkner Condon Financial Advisors

MARCH 15, 2023

More difficult would be to replicate the S&P 500 itself, as it is market capitalization weighted. Certain stocks can also be substituted for each other as well, maintaining the target asset allocation but allowing for a stock to have losses recognized for end of the year tax planning. Investments involve risk.

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Taxes Financial Advisor Asset Allocation Portfolio 52

The Big Picture

FEBRUARY 6, 2024

So it’s, 00:09:11 [Speaker Changed] You’ve become an enterprise, it’s 10 x what it once was in terms of headcount, it’s much bigger in terms of assets. We hear a lot about Jeremy Grantham thoughts on markets, but much less on how the firm is managed, how this growth came about and the culture as a business.

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Carson Wealth

DECEMBER 1, 2022

Younger investors have a much longer time frame before they need investment proceeds. Talking with a qualified investment advisor can help you develop an asset allocation appropriate for meeting your financial goals. Determine an Appropriate Risk Tolerance for a Longer Time Horizon . Start an Emergency Fund.

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Retirement Planning Risk Tolerance Retirement Budgeting 72

ClearMoney

MARCH 1, 2022

A more nuanced framework takes the spirit of active and passive definitions—betting against market prices vs. embracing them—and examines how it applies to an investment’s underlying philosophy and implementation. So, the arrival of index funds represented a shift towards embracing market prices—if you can’t beat ’em, join ’em!

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Brown Advisory

SEPTEMBER 29, 2020

However, the management of underlying assets in a gift annuity pool is a different matter. The question of how to allocate assets in these pools is highly dependent on the nonprofit’s circumstances, the regulations in the state in which it is domiciled, and a variety of other factors that need to be considered carefully by the nonprofit.

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Brown Advisory

SEPTEMBER 29, 2020

However, the management of underlying assets in a gift annuity pool is a different matter. The question of how to allocate assets in these pools is highly dependent on the nonprofit’s circumstances, the regulations in the state in which it is domiciled, and a variety of other factors that need to be considered carefully by the nonprofit.

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Management Nonprofit Assets Risk Tolerance 52

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. But this market has also made it tough for the bears to get it right.

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Assets Marketing Marketing Asset Allocation 52

The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. And then of course as a CEO, doesn’t matter the size of the company, you’re always talking about where to allocate capital. JOHNSON: …for most assets.

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Management Investing Investments Assets 211

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. In last week’s Weekly Market Commentary , we wondered how much higher interest rates could go. A Historically Aggressive Fed.

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Asset Allocation Marketing Marketing Assets 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. A look at the charts suggests this market may be due for a pause. Bull markets are not linear. After such a strong rally off the October lows, this young bull probably needs a breather.

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Marketing Marketing Asset Allocation Valuation 52

James Hendries

JUNE 20, 2023

During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained. As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007.

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WiserAdvisor

APRIL 25, 2023

Many people invest in their company-sponsored 401(k)s but only sometimes take the time to review the investments within the account. Rebalancing involves adjusting the mix of assets in your 401(k) portfolio to maintain a desired level of risk and return. Click to compare vetted advisors now. What is 401(k) rebalancing?

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Risk Tolerance Asset Allocation Financial Advisor Portfolio 99

WiserAdvisor

DECEMBER 29, 2022

Managing your finances can sometimes be overwhelming, as most people lack the proper understanding of how the market functions. This may come in the way of your basic savings and investment decisions. Apart from professional degrees, investment formulas and strategies are rarely taught in schools and colleges. Rule of 72.

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Investing Investments Financial Advisor Planning 52

International College of Financial Planning

AUGUST 31, 2023

However, relying on a single asset class or Investment within an Asset class can be risky and limiting. This is where diversifying your investment portfolio comes into play. Diversifying your investment portfolio is a vital strategy for managing risk, optimizing returns, and achieving your financial goals.

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James Hendries

JULY 3, 2023

The long dormant capital markets have recently begun showing signs of interest from institutional investors and deal makers anxious to bring companies to market. Given the country’s unique characteristics in nurturing innovation and technological leadership, the role of capital markets is crucial in maintaining hegemony.

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Marketing Marketing Banking Valuation 52

James Hendries

NOVEMBER 15, 2022

In this week’s Weekly Market Commentary we look at the factors driving value’s 2022 outperformance, the technical trading setup for growth and value, and what to look for in the coming months. The LPL Research STAAC continues to favor a tilt toward value from an asset allocation perspective.

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Marketing Marketing Valuation Asset Allocation 52

James Hendries

JANUARY 13, 2023

Investors have been carefully dissecting Federal Reserve (Fed) officials’ words for decades, and depending on the composition of the Federal Open Market Committee (FOMC), its bark is often worse than its bite. At the start of 2022, markets expected the upper bound of the fed funds rate to stay below 1%. Caveat emptor.

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Marketing Marketing Valuation Asset Allocation 52

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 S&P 500 Index entered a bear market in June, falling more than 20% from its January 3 high. After an 8.4% Treasury yield hit a decade high 3.5%

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Portfolio Asset Allocation Taxes Investment Advisor 52

Discipline Funds

DECEMBER 20, 2023

Asset and Liability Matching. Good financial planning is all about asset and liability matching across time. That means you need to make sure you understand how your income and assets relate to your expenses and liabilities. A financial plan with an asset liability mismatch is likely to fail over time.

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Financial Planning Planning Asset Allocation Retirement Planning 75

James Hendries

NOVEMBER 22, 2022

While the market has welcomed this news, history suggests the path to a Fed pivot could be volatile for stocks due to elevated inflation and interest rate risk. The lower trajectory in inflation has provided the market with much-needed visibility around Fed tightening coming to an end. in May or June of 2023. Sound familiar?

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Marketing Marketing Valuation Asset Allocation 52

James Hendries

AUGUST 15, 2022

The market pundits remain intensely focused on the question of whether the U.S. economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. Trends give a wider context for the labor market. So far, wages have not kept up with inflation.

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Marketing Marketing Economy Valuation 52

James Hendries

MARCH 6, 2023

Perhaps that was not the first time market watchers used the term, but the conversations at the Economic Club of New York were prescient. The growth in condo and apartment construction means the supply of multi-family units will increase this year as more projects come to market. The hope for a soft landing came to fruition.

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Marketing Marketing Economy Economics 52

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies. We could see a retest of 3.5%

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Portfolio Asset Allocation Taxes Investment Advisor 52

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. in Q2 2022, but still among the highest reads across the entire labor market. How Midterm Elections May Move Markets – November 7, 2022. This is down slightly from 7.6%

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Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market ajackson Thu, 03/26/2020 - 14:08 The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. Assets should not be sold solely for tax reasons.

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Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market. The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. Assets should not be sold solely for tax reasons. Thu, 03/26/2020 - 14:08. TAX LOSS HARVESTING: WHAT IS IT?

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Taxes Marketing Marketing Clients 52

James Hendries

NOVEMBER 15, 2022

The market’s expectation that the Fed may need to take rates higher and stay there longer than previously anticipated helped pushed Treasury yields higher. 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

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Portfolio Taxes Government Investment Advisor 52

James Hendries

SEPTEMBER 8, 2022

Key changes from August report: Downgrading emerging market (EM) equities view from neutral to negative. Recession fears continue to linger as markets adjust to a Fed that may keep rates higher for longer. The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies. Investing in emerging markets may accentuate these risks.

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Portfolio Taxes Investment Advisor Asset Allocation 52

Brown Advisory

NOVEMBER 29, 2016

Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains. We have found the following four steps helpful for nonprofits seeking bigger returns: Review investment policy.

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