Asset Allocation Definition Economy Investment Advisor 
James Hendries
NOVEMBER 3, 2022
The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. Asset allocation does not ensure a profit or protect against a loss.
The Big Picture
FEBRUARY 6, 2024
00:13:13 [Speaker Changed] It’s an improvement of value or refinement on the definition of value. And people use these terms loosely, of course, and these all fall under the, the rubric of fundamental investing and buying companies that are great over the long term at great prices. Is that, is that what you’re suggesting?
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
JULY 11, 2023
And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. So this is a simple CRM system that’s just for the business of being a financial advisor.
James Hendries
JUNE 20, 2023
As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. 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.
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. At the same time, the resilience of the U.S.
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.
James Hendries
AUGUST 15, 2022
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. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. We could see a retest of 3.5% over the next few months.
Expert insights. Personalized for you.
52 
Let's personalize your content