James Hendries

OCTOBER 7, 2022

Corporate bonds are considered higher risk than government bonds. Securities with credit ratings of BBB and above are considered investment grade. Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

Corporate bonds are considered higher risk than government bonds. Securities with credit ratings of BBB and above are considered investment grade. Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

Corporate bonds are considered higher risk than government bonds. Securities with credit ratings of BBB and above are considered investment grade. Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 30, 2022

The numbers. Some of the key numbers include: Estimates for S&P 500 earnings per share (EPS) growth coming into reporting season were around 4.1%. That number looks like it will end up at around 6.2%, according to FactSet estimates [Figure 1]. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

JUNE 20, 2023

As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Communication 52

ClearMoney

FEBRUARY 21, 2022

One way is through government sanctions. In recent days, the US and other Western governments have stated they would impose new sanctions on Russia. If imposed, they would add to sanctions on Russia that have been in place for a number of years. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd.,

Commission 52

Commission Portfolio Government Distribution 52

James Hendries

SEPTEMBER 13, 2022

Since last year, the number of part timers who would prefer a full time job is steadily declining. 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. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JANUARY 20, 2023

A number of headwinds As was the case last quarter, corporate America faces several stiff headwinds this earnings season. The path to a sub-$220 number for S&P 500 EPS estimates this year, if we get there, will be gradual. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

SEPTEMBER 7, 2022

Here are some numbers to illustrate the consistency of this seasonal pattern: Since 1950, the S&P 500 Index has averaged a 0.54% decline in September, the worst of all 12 months. Insurance products are offered through LPL or its licensed affiliates. September is often a month to remember for investors—but for the wrong reasons.

Marketing 52

Marketing Marketing Valuation Insurance 52

Clever Girl Finance

DECEMBER 21, 2022

There are also mutual funds, exchange-traded funds, and index funds that you can continually invest in, in order to get a large profit later. You can begin with any of these using Robo-advisors or an investment advisor. savings bonds are guaranteed by the government and are very safe. License some music.

Advertising 110

Advertising Accounting Investing Investments 110

James Hendries

OCTOBER 18, 2022

That means that the other 10 S&P sectors will likely see an earnings decline even if numbers come in better than expected, as they almost always do. While the pundits are mostly focused on what can go wrong this earnings season, there are several reasons to expect the numbers for this quarter to be decent. There are Some Positives.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

AUGUST 15, 2022

Job gains were broad-based and especially prominent in sectors such as education, health care, and government. Stock valuations are higher but bond yields are still low enough to support valuations with the 10-year Treasury yield well under 3% despite the big jobs number. Clearly, these gains further cement the claim that the U.S.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JANUARY 13, 2023

When LPL Research released the Outlook 2022: Passing the Baton in December 2021, the team’s view was that the hit from inflation would be manageable and would therefore limit the number and magnitude of interest rate increases, enable the U.S. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

NOVEMBER 1, 2022

Expectations are the economic slowdown will become more pronounced, and as the lagged effect of cumulative rate hikes works its way into the broader economy, the unemployment rate will rise and the number of job openings will continue to fall. Insurance products are offered through LPL or its licensed affiliates. economy grew at a 2.6%

Marketing 52

Marketing Marketing Manufacturing Economy 52

Clever Girl Finance

AUGUST 2, 2023

savings bonds are government-guaranteed and are very safe. Other investing opportunities There are also mutual funds, exchange-traded funds (ETFs), and index fund investing that you can continually invest in, in order to get a large profit later. License some music Are you musically talented?

Accounting 62

Accounting Advertising Taxes License 62

James Hendries

DECEMBER 4, 2022

Retail sales data from the Census Bureau (we focus on the Retail Sales excluding Food Service, Autos, Building Materials, and Gas Stations statistics) has shown year-over-year growth, slow from the average mid-teens numbers seen in 2021, to a still healthy upper-single digits number in 2022 [Figure 2].

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Retail Marketing Marketing Sales 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%. Turning to the Data.

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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%. 3General government debt from OECD (2021).

Government 52

Government Commission Economics Distribution 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. What do they have, 90000 plus CFPs? It seems a little bit odd to me.

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. They don’t.

Compliance 152

Compliance Wealth Management Clients Management 152

James Hendries

JULY 6, 2022

President Biden’s approval rating has continued to decline amid higher inflation numbers, with a near perfect inverse correlation to gas prices. A tax break from both state and federal governments is expected to give consumers approximately $30 of savings per month for one weekly fill-up. The breakdown in savings comes from the 18.4

Marketing 52

Marketing Marketing Valuation Economy 52