James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities. Insurance products are offered through LPL or its licensed affiliates.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. Insurance products are offered through LPL or its licensed affiliates.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Envision Wealth Planning

MARCH 17, 2022

Who is a Fiduciary Investment Adviser Representative? By contrast, the term investment advisor (also spelled as “adviser” see below) is a legal term that refers to an individual or company. In the investment industry, a true fiduciary works in the best interests of their clients. But a commission is also a fee.

Certified Financial Planner 52

Certified Financial Planner Investing Investments Financial Planner 52

James Hendries

OCTOBER 25, 2022

Technical Definition. First, a recession has an important technical definition that’s different than what many people think. Often that view is a good general approximation but not the technical definition. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Economics Economy 52

ClearMoney

MARCH 1, 2022

The current landscape suggests the characteristics implied by such traditional, binary labels may not be sufficient to describe many of today’s investment approaches. Because early indexing didn’t spin its wheels in bottom-up company analysis or top-down economic trend forecasting, it became known as passive investing.

Commission 52

Commission Distribution Asset Allocation Investing 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 For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions.

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. For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. Insurance products are offered through LPL or its licensed affiliates. 10/23).

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. For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. Insurance products are offered through LPL or its licensed affiliates.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Midstream Marketing

FEBRUARY 13, 2021

In our own experience, the ROI that we’ve seen from sites like these is definitely positive – but the closing rate is unquestionably far lower than organic search or referrals. One out of 10 is still an acceptable ROI when you’re talking about $500,000 in assets. It’s counter-intuitive but definitely worth it.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 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. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Asset Allocation Valuation 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.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

James Hendries

JULY 3, 2023

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. 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.

Marketing 52

Marketing Marketing Banking 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. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly.

Marketing 52

Marketing Marketing Economy Communication 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.

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. Investing involves risks including possible loss of principal. 12/2023).

Retail 52

Retail Marketing Marketing Sales 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.

Marketing 52

Marketing Marketing Valuation Insurance 52

Sara Grillo

DECEMBER 12, 2022

And, if so, what fees are included in the definition of “all the fees.” This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. Is that a fee? degree in Computer Science.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

James Hendries

AUGUST 3, 2022

The technical definition of recession is not two consecutive quarters of negative growth as many believe, but rather must include these three ingredients: A significant decline. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly.

Marketing 98

Marketing Marketing Economy Valuation 98

James Hendries

JANUARY 20, 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.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JANUARY 26, 2023

Interest rates move higher along with the dollar, weighing on risk assets. 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.

Marketing 52

Marketing Marketing Economy Economics 52

Good Financial Cents

APRIL 19, 2023

The best way to start making passive income in investing in real estate. When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Because you can invest as little as $10 into a company named Fundrise and start generating passive income asap. License Your Music 13.

Accounting 105

Accounting Investing Investments Media 105

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. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.”

Government 52

Government Commission Economics Distribution 52

James Hendries

JULY 6, 2022

Money market assets are also nearly $1 trillion above December 2019 levels. NBER’s broader definition will likely enable the economy to avoid recession in the first half regardless, though GDP may eke out a small gain anyway. Investing involves risks including possible loss of principal. households held $3.2

Marketing 52

Marketing Marketing Valuation Economy 52

ClearMoney

SEPTEMBER 24, 2021

Crises, by definition, are not predictable. 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. Markets are forward-looking and remind us of the power of human resilience.

Investing 52

Investing Investments Commission Financial Advisor 52

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 154

Compliance Clients Wealth Management Management 154

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. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.”

Government 52

Government Commission Economics Distribution 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59