Assets Economy Financial Advice Investment Advisor 
James Hendries
DECEMBER 12, 2022
Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the potential to disrupt the balance of our lives. LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year.
James Hendries
OCTOBER 4, 2022
There will be some challenges ahead for the economy as the Federal Reserve (Fed) continues to raise rates to control inflation. We believe the Fed is doing the right thing for the long-term health of the economy, but it does increase near-term economic risks. Investing involves risks including possible loss of principal.
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James Hendries
JULY 21, 2022
A global economy that was already vulnerable to inflation from supply chain disruptions, tight labor markets, excess stimulus, and loose monetary policy came under more pressure when Russian aggression in Ukraine added sharply rising commodity prices and Europe on the brink of recession to the mix. The sources of turbulence are clear.
Indigo Marketing Agency
DECEMBER 19, 2022
Ron is a household name among financial advisors and one of our personal heroes and mentors. He founded Carson Group in 1983, which now has over $20 billion in assets under advisement. Ron was also a guest on Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. billion in client assets.
Walkner Condon Financial Advisors
FEBRUARY 6, 2024
stocks powered out of the toxic storm of ever-rising interest rates and inflation into a the spectacular market rebound of 2023 as the prospects of a soft(er) landing for the economy grew more probable. Large Cap Stocks were the best performing asset class of all nine categories three times and finished second twice.
The Big Picture
DECEMBER 6, 2022
Before you joined Global X, you were an investment banker at Jefferies, you advised on M&A and divestitures and capital raises. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What is the financial advice world like in Europe? BERRUGA: Exactly.
Sara Grillo
MARCH 13, 2023
ETFS can be thought of as a wrapper around an investment strategy. There are so many that when you talk about ETFs you are really talking about what is happening with the economy on a macro level. The way an ETF trades, there is a value based intrinsically on the underlying assets. Are we in a market regime shift?
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