Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

Brown Advisory

JULY 1, 2015

We don’t mean to make light of a very serious investment issue, but it seems to us that too much time is spent speculating about when the Fed will hike interest rates and not enough on the consequences of such a move and how one should think about being positioned when the inevitable happens. In the last couple of quarters, a number of U.S.-based

Investing 52

Investing Investments Banking Economy 52

Brown Advisory

APRIL 16, 2018

Establish or refine its investment policy in accordance with the organization’s objectives. Implement a diversified portfolio that conforms to the nonprofit’s investment policy, using carefully selected funds and managers within each asset class.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

Establish or refine its investment policy in accordance with the organization’s objectives. Implement a diversified portfolio that conforms to the nonprofit’s investment policy, using carefully selected funds and managers within each asset class.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

Marketing 52

Marketing Marketing Economy Communication 52

Bell Investment Advisors

MARCH 15, 2023

I’m a portfolio manager here at Bell Investment Advisors. But at the same time, you can imagine that if rates are going higher because the economy is really good and our profits on our stocks are going up, that effect of higher profits can actually overwhelm the suppressive effect of higher rates. Thanks for joining me.

Marketing 52

Marketing Marketing Investing Investments 52

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 percentage of the assets are in ETFs relative to mutual funds?

Clients 150

Clients Investing Investments Management 150

James Hendries

SEPTEMBER 13, 2022

The key to getting the market back into balance is a bigger labor force, and the economy is starting to experience a larger labor force as individuals come off the sidelines and rejoin the job market. The global economy is complex, and a simplification of reality always introduces distortions, so perhaps we should zoom out a bit.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Market participants remained on edge due to high inflation and the risk that the Federal Reserve over-tightens monetary policy to combat it, potentially sending the economy into recession. It is expressed as a number of years. After an 8.4%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

NOVEMBER 1, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally decelerating, albeit very slowly, markets are beginning to factor in that the Fed may soon transition to a less aggressive stance in early 2023. The Economy Slows But Inflation Follows Too Slowly. economy grew at a 2.6%

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

JANUARY 20, 2023

A number of headwinds As was the case last quarter, corporate America faces several stiff headwinds this earnings season. economy grew at a solid 3.2% and European economies, currency effects, and some mitigation of profit margin pressures from cost controls and lower inflation. economy may “muddle through” and skirt recession.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

AUGUST 15, 2022

We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Securities with credit ratings of BBB and above are considered investment grade.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 30, 2022

The numerous challenges last quarter included a slowing economy, intensifying inflation pressures, ongoing global supply chain disruptions, and a surging U.S. The numbers. Some of the key numbers include: Estimates for S&P 500 earnings per share (EPS) growth coming into reporting season were around 4.1%.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

JANUARY 13, 2023

The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. economy to avoid recession, and support above-average valuations. And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

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?

Financial Advisor 59

Financial Advisor Assets Management License 59

James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Securities with credit ratings of BBB and above are considered investment grade. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

OCTOBER 18, 2022

That means that the other 10 S&P sectors will likely see an earnings decline even if numbers come in better than expected, as they almost always do. While the pundits are mostly focused on what can go wrong this earnings season, there are several reasons to expect the numbers for this quarter to be decent. There are Some Positives.

Marketing 52

Marketing Marketing Valuation Economics 52

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].

Retail 52

Retail Marketing Marketing Sales 52

James Hendries

SEPTEMBER 7, 2022

Here are some numbers to illustrate the consistency of this seasonal pattern: Since 1950, the S&P 500 Index has averaged a 0.54% decline in September, the worst of all 12 months. The economy is now employing more workers in temporary help services than ever before, and this could be a cause for concern.

Marketing 52

Marketing Marketing Valuation Insurance 52

Good Financial Cents

NOVEMBER 14, 2022

Buy an ETF: An exchange-traded fund (ETF) is a type of investment fund that tracks the performance of a particular asset or group of assets. Professional management: Index funds and ETFs are managed by professionals who know how to pick stocks and allocate assets, taking the guesswork out of investing for many people.

Investing 64

Investing Investments Risk Tolerance Portfolio 64

ClearMoney

FEBRUARY 21, 2022

We believe current market prices quickly incorporate expectations about the effects of these events on economies and companies. Our investment approach centers on using information in current market prices rather than trying to outguess them. Investing in emerging markets may accentuate these risks. Dimensional Japan Ltd.,

Commission 52

Commission Portfolio Government Distribution 52

SEI

SEPTEMBER 17, 2022

Could we be a little bit more surgical in making sure that the near to midterm revenue and growth opportunities are more directly aligned with the investments we're making?" Ryan Hicke: Yeah, IMF clients, advisor clients. Maybe we can touch base on your asset management distribution business. Rajiv Bhatia: Got it.

Clients 49

Clients Assets Banking Planning 49

Brown Advisory

JULY 1, 2016

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. Thus, it’s important to have a view on this key question.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

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. Thus, it’s important to have a view on this key question.

Investing 52

Investing Investments Portfolio Assets 52

Indigo Marketing Agency

APRIL 23, 2020

People are not really lining up to talk about it. And so, a crisis like this where the market goes down, people are worried about the economy, and they have time to sit at home and think about what they should do regarding their financial plan can be a really powerful opportunity for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. US Department of the Treasury (2021). Palgrave Macmillan.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Investments involve risks. Palgrave Macmillan.

Government 52

Government Commission Economics Distribution 52

Sara Grillo

FEBRUARY 13, 2023

Third, share prices dropping doesn’t tick off the executives who hold large amounts of company stock because often their compensation is determined by the number, not price, of shares. So basically everybody now these days, other than the speculators we were talking about before, own a more or less representative slice of the whole economy.

Investing 72

Investing Investments Clients Portfolio 72

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. They don’t.

Compliance 150

Compliance Clients Wealth Management Management 150

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. Now let’s get started.

Accounting 105

Accounting Investing Investments Media 105

James Hendries

JULY 6, 2022

Money market assets are also nearly $1 trillion above December 2019 levels. economy will avoid recession. 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. Also, consider there are over 11 million job openings in the U.S.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. You can go get some turnkey asset management program. As an advisor, you could get somebody’s model portfolio, or you could hire some, you know, three CFAs and do it yourself.

Management 266

Management Assets Portfolio Investing 266