James Hendries

JULY 21, 2022

Understandably, rising prices, slowing economic growth, and a challenging first half for both stocks and bonds have many investors on edge, and fatigue from more than two years of COVID-19 measures doesn’t make it any easier. Any economic forecasts set forth may not develop as predicted and are subject to change.

Clients 52

Clients Investment Advisor License Financial Advice 52

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 Assets 52

James Hendries

OCTOBER 4, 2022

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. Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Clients 52

Clients Investment Advisor Economy License 52

James Hendries

DECEMBER 12, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index. For a list of descriptions of the indexes and economic terms referenced, please visit our website at lplresearch.com/definitions.

Clients 52

Clients Economy Investment Advisor License 52

James Hendries

SEPTEMBER 8, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index. For a list of descriptions of the indexes and economic terms referenced, please visit our website at lplresearch.com/definitions.

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. 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.

Clients 52

Clients Marketing Marketing Valuation 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 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. from an earlier forecast of 5%.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JULY 13, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. Investing involves risks including possible loss of principal.

Clients 52

Clients Investment Advisor License 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

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

ClearMoney

NOVEMBER 4, 2021

Stock price momentum generally refers to the tendency of stocks with relatively high prior returns to continue their relative outperformance. Momentum: Stock price momentum generally refers to the tendency of stocks with relatively high prior returns to continue their relative outperformance. Dimensional Japan Ltd.,

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

James Hendries

SEPTEMBER 20, 2022

economic growth. More specifically, it reflects how the Fed intends to stimulate or slow economic growth by cutting or raising its policy rate. This is referred to as an inverted yield curve, which has been a pretty reliable predictor of economic recessions. The shape of the yield curve is not normal. The shape of U.S

Marketing 52

Marketing Marketing Banking Economy 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 Numbers 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%. REFERENCES Becker, Bo, and Victoria Ivashina.

Government 52

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

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

JULY 26, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Manufacturing Banking 52

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

Retail 52

Retail Marketing Marketing Sales 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

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

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 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%. REFERENCES Becker, Bo, and Victoria Ivashina.

Government 52

Government Commission Economics Distribution 52

International College of Financial Planning

SEPTEMBER 3, 2021

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. A financial advisor is a certified financial planner who is licensed and regulated to take mandate decisions on multiple aspects of financial planning.

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Sara Grillo

MARCH 13, 2023

Bitcoin was referred to as “digital gold”. The problem is that if you look at where the CME-traded bitcoin futures get their references prices from, they get it from the exact same exchanges that a spot bitcoin ETF would. Nate also serves as a board member for the Kansas Council for Economic Education.

Financial Advisor 59

Financial Advisor Assets Management License 59

ClearMoney

DECEMBER 14, 2021

20591, National Bureau of Economic Research, October 2014). 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. French, “Dissecting Anomalies with a Five-Factor Model,” Review of Financial Studies 29, no. 1 (January 2016): 69–103.

Investing 52

Investing Investments Commission Distribution 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

JULY 21, 2022

Understandably, rising prices, slowing economic growth, and a challenging first half for both stocks and bonds have many investors on edge, and fatigue from more than two years of COVID-19 measures doesn’t make it any easier. We are still dealing with COVID-19-related economic disruptions. If the U.S. But will profit margins be a drag?

Management 52

Management Marketing Marketing Valuation 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. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Banking 52

James Hendries

JANUARY 13, 2023

Lessons learned: Economic forecasts The Fed’s bark was as bad as its bite! Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Here are some of our lessons learned from 2022.

Marketing 52

Marketing Marketing Valuation Banking 52

James Hendries

OCTOBER 11, 2022

The British pound had been weakening for some time amid a backdrop of dollar strength and a poor economic outlook as the U.K. There should be considerably more understandable clarity from what corporate leaders tell us about the economic and financial environment than what Fed officials are able to offer.

Marketing 52

Marketing Marketing Banking Government 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%

Marketing 52

Marketing Marketing Economy Economics 52

International College of Financial Planning

JUNE 14, 2023

Net worth refers to the combined value of paid-up share capital, free reserves (excluding revaluation reserves), minus accrued losses and deferred expenses, including miscellaneous fees. Upon receiving the fees, SEBI will issue the SEBI Registered Investment Advisor License, while BASL will issue a membership certificate.

Investment Advisor 52

Investment Advisor Investing Investments Certification 52

ClearMoney

MARCH 1, 2022

Because early indexing didn’t spin its wheels in bottom-up company analysis or top-down economic trend forecasting, it became known as passive investing. Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. However, this stretches the definition of “passive.”

Commission 52

Commission Distribution Asset Allocation Investing 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

JANUARY 31, 2023

Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

AUGUST 15, 2022

Market strategists and pundits make the relationship between recessions and the stock market seem binary, but each economic contraction is different and has different effects on earnings. First, keep in mind that stocks tend to look forward by four to six months and can provide warnings of changing economic conditions.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JUNE 26, 2023

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. 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.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

FEBRUARY 27, 2023

Even if there’s a strong case to be made, we think debt service prioritization would be allowed to continue while the case works its way through the courts, since the potential economic damage would be too great otherwise. Payments that were deferred would be repaid in arrears so the economic impact would likely be minimal.

Marketing 52

Marketing Marketing Government Economy 52