Asset Allocation Download Investment Advisor 
Tobias Financial
MARCH 16, 2025
Download it here. If you have any questions or would like to discuss your investment approach, were here to help. Tobias Financial Advisors is registered as an investment advisor with the SEC. To guide your review, heres a checklist covering over 25 important considerations.
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.
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Good Financial Cents
JUNE 11, 2023
In stark contrast, Personal Capital is an investment advisor. This is absolutely key with any financial advisor you talk to, whether in person or online. You can also get information on your performance and asset allocation. The mobile version has everything that is available on the desktop platform.
James Hendries
AUGUST 15, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).
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 Click here to download a PDF of this report. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230. IMPORTANT DISCLOSURES.
James Hendries
OCTOBER 7, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). IMPORTANT DISCLOSURES.
James Hendries
SEPTEMBER 8, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).
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