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

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. It is also a major component used to calculate the price-to-earnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates. Conclusion.

Marketing 52

Marketing Marketing Valuation 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. 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.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. 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.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JANUARY 20, 2023

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. It is also a major component used to calculate the price-to-earnings valuation ratio. And don’t forget the U.S.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JULY 13, 2022

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. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

The Big Picture

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.

Sales 130

Sales Numbers Taxes Marketing 130

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. economy will avoid recession. Remember stock valuations are inversely correlated to inflation and interest rates.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

FEBRUARY 27, 2023

While concerns about the debt ceiling have been increasing, markets, businesses, and the economy are likely to see only minimal impact until we are days, or maybe a few weeks, from the “x date,” the date on which the federal government will no longer be able to meet all its obligations, likely in the summer or early fall.

Marketing 52

Marketing Marketing Government Economy 52

Brown Advisory

FEBRUARY 7, 2017

In the second, investors seemed to focus on the prospects for tax cuts and deregulation that would boost corporate profits under the newly elected Trump administration. it will be challenging to gauge the effect on trade generally and on the domestic economy specifically. inflation and overall growth.

Investing 52

Investing Investments Management Portfolio 52

Brown Advisory

FEBRUARY 7, 2017

In the second, investors seemed to focus on the prospects for tax cuts and deregulation that would boost corporate profits under the newly elected Trump administration. it will be challenging to gauge the effect on trade generally and on the domestic economy specifically. inflation and overall growth.

Investing 52

Investing Investments Management Portfolio 52

James Hendries

NOVEMBER 8, 2022

With the economy exhibiting low growth and generationally high inflation, these additional factors point to the House very likely flipping with some possibility of a wave election for Republicans. This would take any meaningful risk of tax increases on households or businesses off the table. All index data from FactSet.

Marketing 52

Marketing Marketing Government Banking 52