WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. The purpose of a CFP is to bridge this gap and act as a reliable source of information to help people achieve their life goals. 4,000 hours) as an apprentice.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

ClearMoney

JANUARY 4, 2022

The case of GameStop highlights the importance of having a systematic process in place to respond to new information about securities and their expected returns on a daily basis. DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only.

Marketing 52

Marketing Marketing Commission Government 52

Sara Grillo

AUGUST 25, 2023

Pure fiduciaries These are advisors who hold no insurance or brokerage licenses and are considered pure fiduciaries. If just doing investment management alone – it would be the usual balancing, tax-loss harvesting (If warranted), asset allocation etc., Note: Ryan holds both insurance and FINRA licenses.

Financial Advisor 52

Financial Advisor Accounting License Financial Planning 52

Brown Advisory

SEPTEMBER 22, 2017

We posit that ESG information can provide an investment edge, but current techniques that seek to provide proof of this assertion focus on systematic risk, or beta factors. It then presents a framework for how to use ESG information to support fundamental research. We have found that this approach can, in fact, drive alpha over time.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

We posit that ESG information can provide an investment edge, but current techniques that seek to provide proof of this assertion focus on systematic risk, or beta factors. It then presents a framework for how to use ESG information to support fundamental research. Using ESG Information to Drive Alpha. Background.

Portfolio 52

Portfolio Investing Investments Management 52

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. This material is for general information only and is not intended to provide specific advice or recommendations for any individual.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

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.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. Insurance products are offered through LPL or its licensed affiliates.

Assets 52

Assets Marketing Marketing Asset Allocation 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

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. This material has been prepared for informational purposes only, and is not intended as specific advic or recommendations for any individual. We could see a retest of 3.5%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Cordant Wealth Partners

SEPTEMBER 8, 2022

Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. Please see your latest Plan document for the most up-to-date information.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 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. IMPORTANT DISCLOSURES This material is for general information only and is not intended to provide specific advice or recommendations for any individual.

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. The LPL Research STAAC continues to favor a tilt toward value from an asset allocation perspective. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

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 This material has been prepared for informational purposes only, and is not intended as specific advice or recommendations for any individual. IMPORTANT DISCLOSURES.

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. This material has been prepared for informational purposes only, and is not intended as specific advice or recommendations for any individual. 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. This material has been prepared for informational purposes only, and is not intended as specific advice or recommendations for any individual. Click here to download a PDF of this report.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 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. This material is for general information only and is not intended to provide specific advice or recommendations for any individual.

Marketing 52

Marketing Marketing Valuation 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. IMPORTANT DISCLOSURES.

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Retail Marketing Marketing Sales 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. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Asset Allocation 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. IMPORTANT DISCLOSURES This material is for general information only and is not intended to provide specific advice or recommendations for any individual.

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. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

AUGUST 15, 2022

We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Insurance products are offered through LPL or its licensed affiliates.

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Marketing Marketing Economy Valuation 52

Tucker Advisors

NOVEMBER 3, 2021

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. How those asset allotments figure into a sound retirement plan is different for everyone. For Financial Professional Use Only.

Retirement 52

Retirement Portfolio Retirement Planning Financial Advisor 52

The Big Picture

JUNE 20, 2023

However, I did have, or I was now armed with a lot of information about how the world works on Wall Street. 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.

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Insurance Healthcare Retail Medicine 143

James Hendries

JULY 6, 2022

For more risk-tolerant investors or investors with neutral positioning, we would consider increasing equity allocations slightly, as the LPL Research Strategic and Tactical Asset Allocation Committee (STAAC) has done in July as more evidence that the market’s bottoming process is progressing has emerged. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

NOVEMBER 8, 2022

Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Insurance products are offered through LPL or its licensed affiliates. Our best advice: Just go and vote.

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Marketing Marketing Government Banking 52