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 For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. All index data from FactSet.

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. For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. Insurance products are offered through LPL or its licensed affiliates.

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. For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. Insurance products are offered through LPL or its licensed affiliates.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 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. Insurance products are offered through LPL or its licensed affiliates.

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. Asset allocation does not ensure a profit or protect against a loss. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Communication 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. For a list of descriptions of the indexes and economic terms referenced in this publication, please visit our website at lplresearch.com/definitions. for 2022, with the fourth quarter yet to be reported.

Marketing 52

Marketing Marketing Valuation Banking 52

James Hendries

JULY 3, 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. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Banking Valuation 52

Tucker Advisors

NOVEMBER 3, 2021

But as an average, it has definitely beat inflation throughout the history of the market. . 1 way for retirees to worry less about inflation is to get their asset allocation right. A balanced retirement portfolio should have growth assets and income-producing assets. for $100.14 Annuities and Stocks.

Retirement 52

Retirement Portfolio Retirement Planning Assets 52

Brown Advisory

SEPTEMBER 22, 2017

Defining the question in this way is appealing: it demands a definitive yes-or-no answer. There are many challenges to finding definitive causality between ESG data and financial performance. based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market.

Portfolio 52

Portfolio Investments Investing Management 52

Brown Advisory

SEPTEMBER 22, 2017

Defining the question in this way is appealing: it demands a definitive yes-or-no answer. There are many challenges to finding definitive causality between ESG data and financial performance. based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market.

Portfolio 52

Portfolio Investments Investing Management 52

The Big Picture

AUGUST 20, 2024

We were one of the last to get what’s called a value added license to the compus stat database. Definitely 00:07:32 [Speaker Changed] True. So let, 00:21:37 [Speaker Changed] Let me push back on that definition a little bit. So let, 00:21:37 [Speaker Changed] Let me push back on that definition a little bit.

Assets 173

Assets Management Portfolio Marketing 173

James Hendries

JULY 6, 2022

NBER’s broader definition will likely enable the economy to avoid recession in the first half regardless, though GDP may eke out a small gain anyway. Insurance products are offered through LPL or its licensed affiliates. Keep in mind that two straight negative GDP quarters is not sufficient to “qualify” for a recession.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. Would you license these models to me? Yeah, 00:10:11 [Speaker Changed] That’ll, that’ll definitely wake, 00:10:12 [Speaker Changed] Wake you the ice you up coffee.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

JUNE 20, 2023

Anyway… RITHOLTZ: Well, it’s definitely better. Or should this be kept out of private asset allocators’ hands? Talk to people who try and get licensed to do insurance things, or if there’s a failure to pay out a policy in the litigation that follows. MORGENSON: Yes.

Insurance 147

Insurance Healthcare Retail Medicine 147