Asset Allocation Government License Numbers 
ClearMoney
JANUARY 4, 2022
In addition to the effective vaccines, markets were buoyed by a number of other positive developments, including strong corporate earnings and increased consumer demand. For the year, corporate bonds generally outperformed their government counterparts. The S&P 500 Index1 generated returns of 28.71%. Data provided by Bloomberg.
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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James Hendries
AUGUST 15, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Corporate bonds are considered higher risk than government bonds. It is expressed as a number of years. Insurance products are offered through LPL or its licensed affiliates.
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 Corporate bonds are considered higher risk than government bonds. It is expressed as a number of years. All index data from FactSet.
Brown Advisory
SEPTEMBER 22, 2017
ESG and the Stock-ÂPicker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.
Brown Advisory
SEPTEMBER 22, 2017
One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. Deutsche Asset & Wealth Management White Paper. The Guardian.
James Hendries
OCTOBER 7, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Corporate bonds are considered higher risk than government bonds. It is expressed as a number of years. Insurance products are offered through LPL or its licensed affiliates. All index data from FactSet.
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