James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. from its August 2020 lows and has already seen the biggest move higher in yields since 1987, when rates moved higher by 3.2%.

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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.

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James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Diversification does not protect against market risk.

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Brown Advisory

SEPTEMBER 29, 2020

Endowment and Foundation Challenges: Managing Charitable Gift Annuities ajackson Tue, 09/29/2020 - 14:00 The charitable gift annuity is one of a number of donor-friendly solutions that nonprofit institutions can offer to donors. The ACGA’s calculated return assumption as of July 1st, 2020 is 2.75% net of administrative and investment fees.

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Brown Advisory

SEPTEMBER 29, 2020

Tue, 09/29/2020 - 14:00. In terms of estimating market return, the ACGA assumes that gift assets could be invested at 40% equities (modeled on the S&P 500® Index), 55% fixed income (modeled on 10-year U.S. The ACGA’s calculated return assumption as of July 1st, 2020 is 2.75% net of administrative and investment fees.

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James Hendries

DECEMBER 4, 2022

over the last 20 years, pre-2020. The LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) continues to hold a cautious view and an underweight to the S&P 500 consumer discretionary sector, from an asset allocation perspective.

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Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market ajackson Thu, 03/26/2020 - 14:08 The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. Assets should not be sold solely for tax reasons. TAX LOSS HARVESTING: WHAT IS IT?

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