Good Financial Cents

JUNE 11, 2023

You see, financial advisors that focus primarily on wealth management can be costly to keep around. They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. And, that’s it. There are no additional fees.

Management 80

Management Investing Investments Wealth Management 80

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

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Retail Sales Data Supports Initial Holiday Shopping Trends. over the last 20 years, pre-2020.

Retail 52

Retail Marketing Marketing Sales 52

James Hendries

JUNE 20, 2023

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. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Economy Communication 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. comparatively faster sales or earnings growth) than peers. Value vs. Growth – Value Takes 2022. large cap S&P 500 Index.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Brown Advisory

MARCH 26, 2020

Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps. Assets should not be sold solely for tax reasons. Wash sale rules apply as noted above. TAX LOSS HARVESTING: WHAT IS IT?

Taxes 52

Taxes Marketing Marketing Clients 52

Brown Advisory

MARCH 26, 2020

Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps. Assets should not be sold solely for tax reasons. Wash sale rules apply as noted above. TAX LOSS HARVESTING: WHAT IS IT? TAX LOSS HARVESTING: KEY TAKEAWAYS.

Taxes 52

Taxes Marketing Marketing Clients 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

MARCH 6, 2023

The LPL Research Strategic and Tactical Asset Allocation Committee (STAAC) recommends a slight overweight allocation to equities, favors value over growth, small caps over large caps, and the energy, healthcare, and industrials sectors. Indexes are unmanaged statistical composites and cannot be invested into directly.

Marketing 52

Marketing Marketing Economy Economics 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. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Valuation Asset Allocation 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. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

AUGUST 15, 2022

We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Conclusion.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JULY 6, 2022

Money market assets are also nearly $1 trillion above December 2019 levels. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Also, consider there are over 11 million job openings in the U.S.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

NOVEMBER 8, 2022

Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Our best advice: Just go and vote.

Marketing 52

Marketing Marketing Government Banking 52