Ballast Advisors

JUNE 30, 2023

1 A known flaw of generative AI systems is that they sometimes “hallucinate,” or make up facts, when they can’t find enough relevant data to inform a reasonable response. This material is for informational purposes only and should not be considered investment advice.

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ClearMoney

DECEMBER 5, 2021

There is no assurance that any investment strategy will be successful. The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Dimensional accepts no responsibility for loss arising from the use of the information contained herein.

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ClearMoney

MARCH 1, 2022

An investor who believes stock prices reflect available information about companies likely would not see the appeal of an allocation to trendy stocks based on a belief in their growth potential. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations.

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ClearMoney

DECEMBER 13, 2021

When they go up or down, I see them simply responding to new information. DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Please read the prospectus before investing. In 2022, new challenges await.

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ClearMoney

FEBRUARY 22, 2022

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 As a thoughtful financial advisor once observed, “A portfolio is like a bar of soap. Please read the prospectus before investing.

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Sara Grillo

DECEMBER 12, 2022

Some may feel that the broker or advisor should be the one to make that decision. Others feel that is too subjective a decision and that the client should be given the full information that way they are informed enough to judge for themselves. The advisors hashed it out vs. the brokers on that one. Doug Twiddy.

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ClearMoney

SEPTEMBER 24, 2021

Markets are always reacting to new information in real time. The performance reflects the growth of a hypothetical investment and assumes reinvestment of income and no transaction costs or taxes. Dimensional accepts no responsibility for loss arising from the use of the information contained herein. Just trust the market.

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions. A Matter of Time.

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Asset Allocation Commission Portfolio Distribution 52

International College of Financial Planning

AUGUST 2, 2021

Likewise, you are likely to have questions on how to become a financial advisor in India or the career options you can explore in this field. If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. What Does a Financial Advisor Do?

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ClearMoney

DECEMBER 14, 2021

A forward rate, defined as the sum of these two components, the yield and expected capital gain or loss, therefore provides systematic information about discount rates through the combined information about the price investors pay and the cash flows they expect to receive. In many ways, the premise of systematic investing is simple.

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ClearMoney

JANUARY 4, 2022

The case of GameStop highlights the importance of having a systematic process in place to respond to new information about securities and their expected returns on a daily basis. DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only.

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James Hendries

NOVEMBER 15, 2022

This material has been prepared for informational purposes only, and is not intended as specific advice or recommendations for any individual. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply.

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James Hendries

AUGUST 15, 2022

This material has been prepared for informational purposes only, and is not intended as specific advic or recommendations for any individual. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply.

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James Hendries

OCTOBER 7, 2022

This material has been prepared for informational purposes only, and is not intended as specific advice or recommendations for any individual. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply.

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James Hendries

SEPTEMBER 8, 2022

This material has been prepared for informational purposes only, and is not intended as specific advice or recommendations for any individual. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply.

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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?

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James Hendries

JULY 13, 2022

This material has been prepared for informational purposes only, and is not intended as specific advice or recommendations for any individual. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply.

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James Hendries

OCTOBER 11, 2022

A wider range of informed critics also view the Fed’s assertive stance as unabating until something “breaks,” and point to the bond-related blowup in the U.K. If an economy needs to see inflation easing, it makes little sense to stimulate the economy through tax cuts while tightening monetary policy by raising interest rates.

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ClearMoney

FEBRUARY 21, 2022

Recent conflict between Russia and Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Dimensional’s systematic active approach is designed to adjust to new information in real time, including information about geopolitical events and their potential repercussions for markets.

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Sara Grillo

MARCH 13, 2023

Bak believes that if the market is down and there is an opportunity to tax loss harvest, there may be an exodus from SPY. Phil holds the Chartered Alternative Investment Analyst (CAIA) designation and is the host of The ETF Experience and the Phil Bak Podcast. SPY, at the time of recording this podcast, was at $369 billion.

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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. Insurance products are offered through LPL or its licensed affiliates.

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James Hendries

JANUARY 20, 2023

Pushing in the other direction is the 1–2% hit to S&P 500 earnings expected this year as a result of the tax increases in the Inflation Reduction Act (which, as we’ve shared in the past, won’t do much to lower inflation this year). All investing involves risk, including possible loss of principal. Consensus is calling for a 3.8%

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ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Turning to the Data. There are drawbacks to this approach.

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ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Turning to the Data. There are drawbacks to this approach.

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Government Commission Economics Distribution 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Wright: I can understand that being the argument.

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Good Financial Cents

APRIL 19, 2023

Invest in a Business Generate Passive Income With Time Investment (Effort Level: 3-5) 8. License Your Music 13. The data is pretty good; however, the average person like you and I should make passive income investments through ETFs, a mutual fund, or index funds with low fees. One solution would be to license your music.

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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.

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Compliance Clients Wealth Management Management 150

James Hendries

JULY 6, 2022

To be sure, the Biden administration, while focused squarely on its policy of transitioning the economy towards a non-fossil fuel environment, has been trying to alleviate the burden of rising gasoline and diesel prices by trying to introduce a federal gasoline tax holiday. The breakdown in savings comes from the 18.4 IMPORTANT DISCLOSURES.

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James Hendries

FEBRUARY 27, 2023

That date will likely be in the summer or early fall, depending on tax receipts and other factors. The government uses a combination of revenue, mostly through taxes, and additional borrowing to pay its current bills—including Social Security, Medicare, and military salaries—as well as the interest and principal on outstanding debt.

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James Hendries

NOVEMBER 8, 2022

This would take any meaningful risk of tax increases on households or businesses off the table. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES.

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