James Hendries

SEPTEMBER 8, 2022

Click here to download a PDF of this report. 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. Interest income may be subject to the alternative minimum tax.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

Click here to download a PDF of this report. 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. Interest income may be subject to the alternative minimum tax.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 30, 2022

Also, consider higher taxes from the Inflation Reduction Act will likely trim $2 to $3 off next year’s S&P 500 Index earnings, while fewer buybacks in response to the 1% buyback tax may leave share counts higher and therefore EPS slightly lower. Click here to download a PDF of this report. Conclusion. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

OCTOBER 11, 2022

A stimulus packed government ‘mini budget’ announcement that included significant unfunded tax cuts sent sterling spiraling to an all-time low of $1.035 per pound, see Figure 1 , as currency markets panicked about the U.K.’s government backtracking on some of the tax cuts) but have been edging up again in the past few days.

Marketing 52

Marketing Marketing Banking Government 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

I could pull out some socio-economic Jenga pieces that include the high valuation of the U.S. dollar, relative valuations, political uncertainty, the national debt, the 2024 elections, etc., Download the 2024 Market Outlook Here! first appeared on Walkner Condon Financial Advisors. The post Recency Bias!!!

Assets 59

Assets Investments Investing Marketing 59

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? You have the liquidity, the tax efficiency, the transparency.

Clients 157

Clients Investments Investing Management 157

James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. Remember stock valuations are inversely correlated to inflation and interest rates. So a P/E over 20 is probably too rich.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

NOVEMBER 8, 2022

This would take any meaningful risk of tax increases on households or businesses off the table. Click here to download a PDF of this report. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio.

Marketing 52

Marketing Marketing Government Banking 52