International College of Financial Planning

AUGUST 2, 2021

If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. What Does a Financial Advisor Do? Financial Advisors wear different hats depending upon the industry they are in. Educational Qualification Requirements.

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Financial Advisor Certified Financial Planner Certification Fee Only 52

ClearMoney

SEPTEMBER 24, 2021

Fortunately, you don’t need to time the market to have a good investment experience. Professor Eugene Fama, a Nobel laureate in economic sciences, showed that it’s unlikely for any individual to be able to pick the right stock at the right time—especially more than once.1 Crises, by definition, are not predictable.

Investing 52

Investing Investments Commission Financial Advisor 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. The National Bureau of Economic Research (NBER) is the official arbiter of U.S.

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Marketing Marketing Economics Economy 52

James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. Along with the statement, the Committee updated the Summary of Economic Projections (SEP), which is arguably more important than the brief monetary policy statement.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

JULY 3, 2023

While activity remains muted at best, expectations are focused on 2024, when there is a prevailing consensus that the Federal Reserve (Fed) will be finished with its rate hike campaign, and that economic conditions will be resilient enough to underpin a strong capital markets environment. With economic data continuing to suggest the U.S.

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James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. 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. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

JULY 13, 2022

Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief. 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.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

JUNE 26, 2023

While the 20% qualifier meets the technical definition of a bull market, there is additional evidence supporting the transition from a bear to bull market. Our base case calls for a mild and short-lived recession to begin by year-end, but the latest economic data have slightly raised the odds of a soft landing.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

NOVEMBER 15, 2022

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. Any economic forecasts set forth may not develop as predicted and are subject to change.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

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. Any economic forecasts set forth may not develop as predicted and are subject to change. 10/23).

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

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. Any economic forecasts set forth may not develop as predicted and are subject to change.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 27, 2022

As we know from historical precedents, when the Fed aggressively raises rates, economic growth slows or outright contracts, which is the Fed’s goal. High quality bonds tend to perform relatively well during economic slowdowns and/or contractions. Investing involves risks including possible loss of principal.

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Asset Allocation Marketing Marketing Assets 52

James Hendries

JANUARY 20, 2023

These headwinds—clearly not new news—include slower global economic growth, cost pressures from still-elevated inflation, ongoing supply chain issues, currency drag from a stronger U.S. Even the economic pressures have eased some, with fourth quarter U.S. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JANUARY 26, 2023

Easing inflation pressures and a stable job market with only modest additional tightening from the Fed are keys to limiting the severity of an economic downturn. The dotted grey line highlights the latest Summary of Economic Projections (SEP) from the Fed, which shows policymakers’ forecast for a fed funds rate of 5.1%

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Marketing Marketing Economy Economics 52

James Hendries

JANUARY 13, 2023

Lessons learned: Economic forecasts The Fed’s bark was as bad as its bite! Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. Insurance products are offered through LPL or its licensed affiliates.

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Marketing Marketing Valuation Asset Allocation 52

James Hendries

JANUARY 31, 2023

Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. For a list of descriptions of the indexes and economic terms referenced in this publication, please visit our website at lplresearch.com/definitions.

Marketing 52

Marketing Marketing Valuation 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. The official arbiter of business cycle dating is the National Bureau of Economic Research (NBER). The economic growth outlook has weakened.

Marketing 98

Marketing Marketing Economy Valuation 98

James Hendries

DECEMBER 4, 2022

Economic and corporate data support the initial strong reads on holiday retail sales despite the macro headwinds, reinforcing the idea that today’s consumer is in a better position than usual at this point in the business cycle. Investing involves risks including possible loss of principal. Retail Stocks Not as Resilient as Consumers.

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ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Trading Economics. Review of Finance 22, no.

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Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Trading Economics. Review of Finance 22, no.

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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.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

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.

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Compliance Clients Wealth Management Management 150

Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. If you need a more formal definition, IRS Pub 925 has you covered. License Your Music 13.

Accounting 105

Accounting Investing Investments Media 105

James Hendries

JULY 6, 2022

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. But our belief is that this economic and profit environment is better than in the early 1990s, early 2000s, or 2008-2009 and therefore supports higher valuations.

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