James Hendries

NOVEMBER 3, 2022

Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning. We should also have slowing corporate earnings growth and greater economic uncertainty to contend with, some formidable seas to navigate.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

ClearMoney

DECEMBER 14, 2021

The following is provided by Dimensional Fund Advisors. Systematic, or factor-based, investing has become quite common in equities. The many parallels between Dimensional’s equity and fixed income approaches provide an opportunity to demystify systematic bond investing through the familiar lens of our approach in equities.

Investing 52

Investing Investments Commission Distribution 52

James Hendries

SEPTEMBER 8, 2022

Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. Indexes are unmanaged statistical composites and cannot be invested into directly. Indexes are unmanaged statistical composites and cannot be invested into directly.

Clients 52

Clients Investment Advisor License Economics 52

James Hendries

AUGUST 15, 2022

The rule of thumb is two quarters of negative GDP defines a recession, but the official definition by the National Bureau of Economic Research is broader than that. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

Clients 52

Clients Marketing Marketing Valuation 52

ClearMoney

SEPTEMBER 24, 2021

The following is provided by Dimensional Fund Advisors. We’ve learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance. The lessons are clear: Investing in markets is an excellent plan for meeting long-term goals, like maximizing your retirement income.

Investing 52

Investing Investments Commission Financial Advisor 52

James Hendries

JULY 13, 2022

Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. Indexes are unmanaged statistical composites and cannot be invested into directly. Indexes are unmanaged statistical composites and cannot be invested into directly.

Clients 52

Clients Investment Advisor Economy License 52

Ballast Advisors

JUNE 30, 2023

As the race among tech companies to monetize AI picks up speed, it’s worth considering how widespread adoption of AI-enabled technologies might affect the economic prospects of workers and businesses. Productivity, or output per hour of work, is a good indicator of society’s prosperity and economic well-being.

Communication 40

Communication Economics Taxes License 40

James Hendries

JULY 26, 2022

Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. Indexes are unmanaged statistical composites and cannot be invested into directly. Indexes are unmanaged statistical composites and cannot be invested into directly.

Marketing 52

Marketing Marketing Manufacturing Insurance 52

ClearMoney

MARCH 1, 2022

Similarly, evolution in finance has etched away the apparent cut-and-dried distinction between active and passive investing. The current landscape suggests the characteristics implied by such traditional, binary labels may not be sufficient to describe many of today’s investment approaches.

Commission 52

Commission Distribution Asset Allocation Investing 52

ClearMoney

FEBRUARY 22, 2022

Following a Perfect Timing strategy by investing in the best performer each year, she turned $1,000 into $1.8 The opportunity cost can be substantial: Over the 25-year period ending in 2021, a hypothetical $100,000 invested in the stocks that make up the Russell 3000 Index would have grown to $1,036,694.9 Rather well.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

ClearMoney

NOVEMBER 4, 2021

per year in the US,3 as validation for investing in momentum-focused strategies. One of the challenges with systematic investing is the uncertainty around premiums. Relative price: Refers to a company’s price, or the market value of its equity, in relation to another measure of economic value, such as book value.

Asset Allocation 52

Asset Allocation Commission Portfolio Distribution 52

International College of Financial Planning

AUGUST 2, 2021

Financial Advisors wear different hats depending upon the industry they are in. Financial advisors work with different kinds of organizations, and these include –. A bachelor’s degree in the field of finance, law, business, accounting, or economics is the minimum qualification you need to be a financial advisor in India.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

ClearMoney

JANUARY 4, 2022

And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility. Bond investments should always be matched to an investor’s goals—they aren’t one-size-fits-all. All rights reserved.

Marketing 52

Marketing Marketing Commission Government 52

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Should advisors go to hell before selling an annuity?

Insurance 59

Insurance Financial Advisor Retirement License 59

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. We think core bond sectors (U.S.

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.

Marketing 52

Marketing Marketing Banking Valuation 52

James Hendries

JUNE 26, 2023

Investment Outlook Stocks have had a strong rally over the past eight months to establish a new 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. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

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

MARCH 13, 2023

Recent economic data has pointed to continued growth—giving rise to the “no landing” narrative. Small Cap Valuations Offer Some Cushion for Business Cycle Risks Small caps would typically not be one that asset allocators would recommend when some of the most prescient leading economic indicators are sending strong recession signals.

Assets 52

Assets Marketing Marketing Asset Allocation 52

James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S. and Europe.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

OCTOBER 25, 2022

The National Bureau of Economic Research (NBER) is the official arbiter of U.S. business cycles, and they consider a wide range of economic indicators other than just the quarterly GDP metric. Depth refers to declining economic activity that is more than a relatively small change. The following paragraph explains one of them.

Marketing 52

Marketing Marketing Economics Economy 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

MARCH 6, 2023

Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Perhaps that was not the first time market watchers used the term, but the conversations at the Economic Club of New York were prescient.

Marketing 52

Marketing Marketing Economy Economics 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.

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

That said, for those income-oriented investors who mostly or exclusively hold bonds and don’t need fixed income to diversify stock holdings, we think there are ample opportunities in shorter maturity Treasury and investment-grade corporate securities. Core plus bond funds have more latitude to invest in out-of-benchmark (i.e.,

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change. Regional differences are profound.

Marketing 98

Marketing Marketing Sales Economy 98

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%

Marketing 52

Marketing Marketing Economy Economics 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. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Manufacturing Economy 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

Sara Grillo

MARCH 13, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. ETFS can be thought of as a wrapper around an investment strategy. Are we in a market regime shift?

Financial Advisor 59

Financial Advisor Assets Management License 59

James Hendries

SEPTEMBER 13, 2022

Likewise, during periods of economic slowdown, temporary workers are typically the first to get the notorious pink slip. One risk is the high number of workers in temporary help services since these jobs often are the first to go during times of economic uncertainty. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

OCTOBER 18, 2022

The challenges are many, with intense cost pressures and slowing economic growth at the top of the list. These headwinds include slower economic growth, cost pressures amid high inflation, ongoing supply chain issues, geopolitical instability in Europe and Asia, and significant currency drag from a very strong U.S. Numerous Headwinds.

Marketing 52

Marketing Marketing Valuation 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. Indexes are unmanaged statistical composites and cannot be invested into directly.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

AUGUST 30, 2022

Still, corporate America delivered the type of upside investors have grown accustomed to in much easier economic environments. We’re counting on inflation pressures easing next year while economic growth potentially picks up from the anemic level in the first half of 2022 to provide additional support. The numbers.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

AUGUST 3, 2022

The official arbiter of business cycle dating is the National Bureau of Economic Research (NBER). had never before experienced the massive swings in economic activity during the 2020 pandemic, making even the current analysis more difficult. The economic growth outlook has weakened. Of course, the U.S. Of course, the U.S.

Marketing 98

Marketing Marketing Economy Valuation 98