The Big Picture

JULY 11, 2023

Jenny Johnson is CEO of investment giant Franklin Templeton. Did you guys just say, we really want to be pure investment management? The requirements for asset managers to have a bank were such that it would inhibit us a bit. And the key is the difference for people investing early. They run about a $1.5

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ClearMoney

JANUARY 4, 2022

And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility. Bond investments should always be matched to an investor’s goals—they aren’t one-size-fits-all.

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WiserAdvisor

APRIL 25, 2023

When investing in a 401(k), one of the most important decisions you can make is how often to rebalance your portfolio. Many people invest in their company-sponsored 401(k)s but only sometimes take the time to review the investments within the account. How often should I rebalance my 401(k)?

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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. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Stock investing involves risk including loss of principal.

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Brown Advisory

NOVEMBER 20, 2018

Investment Perspectives | Diversification ajackson Tue, 11/20/2018 - 08:45 Last month’s sudden stock market “correction” serves as a vivid reminder that prices can move down at least as easily as they move up. Like any other asset class, of course, bonds carry risks that must be managed in line with client objectives.

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Brown Advisory

NOVEMBER 20, 2018

Investment Perspectives | Diversification. Along with achieving strong long-term returns, protecting our clients’ capital is a critically important part of our challenge as investment advisors. Like any other asset class, of course, bonds carry risks that must be managed in line with client objectives.

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James Hendries

JUNE 20, 2023

As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. Summary and Investment Outlook Periods of economic regime shifts are difficult for policymakers to manage. Investing involves risks including possible loss of principal. We think core bond sectors (U.S.

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Discipline Funds

DECEMBER 20, 2023

As a general rule, you won’t earn much more than 4-5% on investment accounts so any liabilities with rates much higher than that should be paid down BEFORE you contribute to savings. Manage your liabilities well and the assets can start to take care of themselves. Asset Allocation and Goals.

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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 To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Bond yields are subject to change.

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James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person.

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James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Stock investing involves risk including loss of principal.

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Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns achen Fri, 07/01/2016 - 06:00 One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities.

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Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns. Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities.

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James Hendries

DECEMBER 4, 2022

Retail sales data from the Census Bureau (we focus on the Retail Sales excluding Food Service, Autos, Building Materials, and Gas Stations statistics) has shown year-over-year growth, slow from the average mid-teens numbers seen in 2021, to a still healthy upper-single digits number in 2022 [Figure 2].

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James Hendries

JANUARY 13, 2023

When LPL Research released the Outlook 2022: Passing the Baton in December 2021, the team’s view was that the hit from inflation would be manageable and would therefore limit the number and magnitude of interest rate increases, enable the U.S. Investing involves risks including possible loss of principal.

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Brown Advisory

MARCH 26, 2020

We have been talking with an increasing number of clients about this topic recently, and wanted to share some basic concepts related to tax loss harvesting. Note that any decision to harvest losses is highly dependent on factors specific to your situation, and should only be made after consultation with tax and investment advisors.

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Brown Advisory

MARCH 26, 2020

We have been talking with an increasing number of clients about this topic recently, and wanted to share some basic concepts related to tax loss harvesting. Note that any decision to harvest losses is highly dependent on factors specific to your situation, and should only be made after consultation with tax and investment advisors.

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James Hendries

AUGUST 15, 2022

We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Stock valuations are higher but bond yields are still low enough to support valuations with the 10-year Treasury yield well under 3% despite the big jobs number.

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James Hendries

JULY 6, 2022

President Biden’s approval rating has continued to decline amid higher inflation numbers, with a near perfect inverse correlation to gas prices. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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