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

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 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 Insurance products are offered through LPL or its licensed affiliates. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

Trade Brains

SEPTEMBER 26, 2024

Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. Regulatory approvals: NSE’s business heavily relies on obtaining and renewing statutory approvals, licenses, and permissions.

Compliance 90

Compliance Banking Management Risk Management 90

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

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Insurance products are offered through LPL or its licensed affiliates. The belief by the Fed that short-term interest rates need to continue to go higher and stay there pushed Treasury yields higher during the month.

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. Insurance products are offered through LPL or its licensed affiliates. Core bonds, as measured by the Bloomberg Aggregate Bond index, lost 2.8%

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 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

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.

Marketing 52

Marketing Marketing Asset Allocation Valuation 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

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

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

ClearMoney

MARCH 1, 2022

2 It is reasonable to assume a portion of that trading activity represented asset allocation changes motivated by market viewpoints, rather than buy-and-hold position accumulation. Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value Dimensional Fund Advisors does not have any bank affiliates.

Commission 52

Commission Distribution Investments Investing 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. Insurance products are offered through LPL or its licensed affiliates. 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

James Hendries

AUGUST 15, 2022

We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Insurance products are offered through LPL or its licensed affiliates. Conclusion.

Marketing 52

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. to 6% in interest.”. MarketWatch .

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Retirement Portfolio Retirement Planning Assets 52

ClearMoney

FEBRUARY 22, 2022

The report examined the results of two types of funds7, each holding a mix of stocks and bonds: Balanced: Minimal change in allocation to stocks. Tactical Asset Allocation: Periodic shifts in allocation to stocks. Arnott, “Tactical Asset Allocation: Don’t Try This at Home,” Morningstar, September 20, 2021.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

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

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. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right? That actually is exactly what we ended up doing. It was the exact same trade. Otherwise, why not just buy passive?

Assets 173

Assets Management Portfolio Marketing 173

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. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

ClearMoney

JANUARY 4, 2022

Daily portfolio management can spare investors from such style drift by rebalancing portfolios incrementally over time, keeping them focused on the targeted asset allocation and putting investors in a better position to capture higher returns.

Marketing 52

Marketing Marketing Commission Government 52

Random Roger's Retirement Planning

DECEMBER 24, 2024

To address the premise of the Yahoo article, this is an asset allocation question. If you have the correct asset allocation, there's probably nothing to change in the face of a 3% move in the stock market, regardless of direction. At this point, I am 10 months from 59 1/12.

Retirement Planning 40

Retirement Planning Retirement Planning Asset Allocation 40

The Big Picture

JUNE 20, 2023

We looked at everything from retail to nursing homes to hospitals to insurance companies to manufacturers. Or should this be kept out of private asset allocators’ hands? RITHOLTZ: So, I’m going to ask you a question now, but it applies to insurance also, which we’ll talk about in a minute.

Insurance 147

Insurance Healthcare Retail Medicine 147

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? I’m a broke college student who needs some beer money. Oh yeah, for sure. It’s a bit of a mouthful.

Portfolio 147

Portfolio Management Marketing Marketing 147

James Hendries

NOVEMBER 8, 2022

Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. Insurance products are offered through LPL or its licensed affiliates. Not Insured by FDIC/NCUA or Any Other Government Agency | Not Bank/Credit Union Guaranteed | Not Bank/Credit Union Deposits or Obligations | May Lose Value.

Marketing 52

Marketing Marketing Government Banking 52