James Hendries

JULY 26, 2022

At least, that’s what global central bankers warned at a European Central Bank (ECB) summer conference in Portugal. 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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Marketing Marketing Manufacturing Insurance 52

ClearMoney

FEBRUARY 22, 2022

Tactical Asset Allocation: Periodic shifts in allocation to stocks. As a group, funds that sought to enhance results by opportunistically shifting assets between stocks and fixed income underperformed funds that simply held a relatively static mix (see Exhibit 3 ). 8 We should not be surprised by these results.

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Asset Allocation Commission Portfolio Assets 52

ClearMoney

DECEMBER 13, 2021

We can’t predict the nature or timing of a crisis, but we can bank on human ingenuity finding a path through it. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.

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Marketing Marketing Commission Distribution 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. A Matter of Time.

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Asset Allocation Commission Portfolio Distribution 52

ClearMoney

JANUARY 4, 2022

An investor pondering those questions might take comfort knowing that many assets in the past have outpaced even above-average inflation.). The dispersion between the two asset classes was much less pronounced than during the previous year, with global corporate bonds outperforming global Treasury and government-related bonds by 0.82%.3.

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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. See the LPL Research blog for our latest thoughts on that situation.

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ClearMoney

SEPTEMBER 24, 2021

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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Investing Investments Commission Financial Advisor 52

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Should advisors go to hell before selling an annuity?

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Insurance Financial Advisor Retirement License 59

James Hendries

JULY 3, 2023

Later on, funding becomes essential, either via private equity, venture capital, or a direct relationship with investment banks, and even the Bank of Mom and Dad. A Fed pause is likely coming soon, if it’s not already here, as inflation continues to ease, supporting the case for staying fully invested.

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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. Investing involves risks including possible loss of principal.

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Marketing Marketing Asset Allocation Valuation 52

James Hendries

OCTOBER 11, 2022

In markets that are focused on what can go wrong when monetary policy moves into restrictive territory, as it is now with global central banks raising interest rates to curtail stubbornly high inflation, the health of the banking system is always a top concern. Bank of England Forced to Step in to Save Pension Funds.

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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. sectors) with the exception of preferred securities, which look attractive after having recently sold off due to the banking stresses.

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Marketing Marketing Economy Communication 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. While we acknowledge that interest rates could move higher still, we think the risk/reward profile of adding to rate-sensitive fixed income assets has improved.

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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 Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).

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Portfolio Taxes Government Investment Advisor 52

James Hendries

AUGUST 23, 2022

The banking sector is better capitalized, we do not see a “Lehman moment” lurking, and homeowners are generally not under water with loan-to-value metrics. 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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James Hendries

OCTOBER 4, 2022

Market reforms, trade with the West, and allowing foreign investment led to an economic boom that was characterized by the World Bank as “the fastest sustained expansion by a major economy in history.” At the end of September, the World Bank downgraded its 2022 economic growth projections for China to 2.8% Conclusion.

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Marketing Marketing Economy Economics 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. 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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Marketing Marketing Valuation 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. Investing involves risks including possible loss of principal.

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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. Value vs. Growth – Value Takes 2022.

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Marketing Marketing Asset Allocation Valuation 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. Investing involves risks including possible loss of principal. Insurance products are offered through LPL or its licensed affiliates.

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Marketing Marketing Valuation Asset Allocation 52

James Hendries

JANUARY 26, 2023

Interest rates move higher along with the dollar, weighing on risk assets. Margins will deteriorate further in the short-term but companies are taking steps to manage costs after preparing for recession for months now—especially the big banks as we have heard during their earnings reports. Consumers still have money to spend.

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Marketing Marketing Economy Economics 52

James Hendries

JANUARY 20, 2023

We saw that in the challenges the banks faced in their reports on Friday, January 13 (an inauspicious date to start earnings season). 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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Marketing Marketing Economy Economics 52

James Hendries

SEPTEMBER 13, 2022

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

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Marketing Marketing Economy Valuation 52

James Hendries

OCTOBER 25, 2022

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

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Marketing Marketing Economics Economy 52

James Hendries

SEPTEMBER 20, 2022

That is, the Fed will only allow its balance sheet to shrink incrementally over time while also paying attention to the impact QT is having on the banking system. The reserves disappear from the banking system with a few keyboard strokes just as they appeared with a few strokes during QE.

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Marketing Marketing Economy Economics 52

James Hendries

JANUARY 31, 2023

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

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Marketing Marketing Valuation Insurance 52

James Hendries

AUGUST 30, 2022

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

AUGUST 15, 2022

We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Conclusion.

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Marketing Marketing Economy Valuation 52

James Hendries

NOVEMBER 1, 2022

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

SEPTEMBER 7, 2022

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

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Marketing Marketing Valuation Insurance 52

Clever Girl Finance

AUGUST 2, 2023

Invest Investors understand one of the most common ways to make passive income. Learning how to start investing in assets that will make you more money is a great way to earn passive income. You can begin with any of these using Robo-advisors or an investment advisor.

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Accounting Advertising Taxes License 61

James Hendries

AUGUST 3, 2022

However, the central bank could begin cutting again in the back half of 2023 if the economy shows significant weakness. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. if the labor market remains stable.

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Marketing Marketing Economy Valuation 98

James Hendries

OCTOBER 18, 2022

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Economics 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. Investing involves risks including possible loss of principal.

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Retail Marketing Marketing Sales 52

James Hendries

AUGUST 15, 2022

Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Valuation 52

ClearMoney

DECEMBER 5, 2021

Gomes and Michaelides (2008) suggest the greater supply of riskless assets, such as government debt securities, could lead to households investing less of their net worth in risky assets, lowering their consumption volatility and, in turn, the equity premium. Federal Reserve Bank of St. London: The New Palgrave.

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Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Gomes and Michaelides (2008) suggest the greater supply of riskless assets, such as government debt securities, could lead to households investing less of their net worth in risky assets, lowering their consumption volatility and, in turn, the equity premium. Federal Reserve Bank of St. Investments involve risks.

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Government Commission Economics Distribution 52