James Hendries

JUNE 20, 2023

The latest Consumer Price Index (CPI) print decelerated toward the lower end of expectations, with overall headline inflation falling to the lowest level since April 2021. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

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James Hendries

JANUARY 20, 2023

We often hear analysts projecting the seemingly obvious “earnings matter” refrain; of course earnings and fundamentals matter, but at times of irrational exuberance—though not as much in 2022 and 2021—and meme stocks ( see here ), we feel the need to yell it even louder. Insurance products are offered through LPL or its licensed affiliates.

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James Hendries

SEPTEMBER 27, 2022

In late 2021, markets expected the Fed to largely stay on the sidelines and keep short-term interest rates low. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

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Midstream Marketing

FEBRUARY 13, 2021

Note: This article has been updated for 2021 after two more years of being in the marketing trenches. At its core, Paladin Registry is a solution built to match up clients with pre-screened fiduciaries – in other words, financial advisor firms like yours. You can see the updates below about SmartAsset and DaveRamsey.com.

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ClearMoney

JANUARY 4, 2022

Throughout the year, the market continued a relatively steady rise, with large cap stocks in the US ending 2021 near a record high. And value premiums have often shown up quickly and in large magnitudes, as they did in late 2020 and early 2021. The S&P 500 Index1 generated returns of 28.71%.

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Tucker Advisors

AUGUST 9, 2021

And you could potentially write less business, because clients will perceive that you’re not a holistic advisor, that you don’t perform the complete duties of an advisor in an all-encompassing way for your clients. What does the IRA rollover exemption mean for advisors? There is help out there for advisors. Sources: 1.

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ClearMoney

DECEMBER 5, 2021

1US Department of the Treasury (2021). 3General government debt from OECD (2021). 4Central government debt from International Monetary Fund (2021). 6Central government debt from International Monetary Fund (2021). 7Using data from International Monetary Fund (2021). Source: International Monetary Fund (2021).

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ClearMoney

DECEMBER 5, 2021

US Department of the Treasury (2021). General government debt from OECD (2021). Central government debt from International Monetary Fund (2021). Central government debt from International Monetary Fund (2021). Using data from International Monetary Fund (2021). Source: International Monetary Fund (2021).

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ClearMoney

FEBRUARY 21, 2022

In another recent example, the US issued executive orders in 2020 and 2021 that prohibited US persons from investing in certain Chinese companies. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Investing in emerging markets may accentuate these risks. Dimensional Japan Ltd.,

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ClearMoney

DECEMBER 13, 2021

1S&P data © 2021 S&P Dow Jones Indices LLC, a division of S&P Global. Indices are not available for direct investment. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. Increase of 56.35% was from March 31, 2020–March 31, 2021.

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ClearMoney

NOVEMBER 4, 2021

Exhibit 4 shows marked inconsistency in valuation characteristics for the three largest US equity momentum funds during the value premium rally of late 2020 through early 2021. Price-to-book ratios for all three surged briefly in the fourth quarter of 2020 before dropping precipitously during the second quarter of 2021.

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ClearMoney

DECEMBER 5, 2021

But those in search of a sound investment should consider the concerns of the Financial Conduct Authority above before joining the excitement. Nathaniel Popper, “Lost Passwords Lock Millionaires Out of Their Bitcoin Fortunes,” New York Times , January 12, 2021. Alexandra Harney and Steve Stecklow, “Twice Burned – How Mt.

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ClearMoney

MARCH 1, 2022

Also blurring the line between active and passive is the fact that some investors may use index funds to pursue an active investment approach. For example, the largest S&P 500 ETF had the highest average daily trade volume of US-listed securities in 2021, at $31 billion USD.2 Dimensional Japan Ltd.,

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ClearMoney

SEPTEMBER 24, 2021

S&P data © 2021 S&P Dow Jones Indices LLC, a division of S&P Global. The performance reflects the growth of a hypothetical investment and assumes reinvestment of income and no transaction costs or taxes. French, “Luck versus Skill in the Cross-Section of Mutual Fund Returns,” Journal of Finance 65, no. 5 (2010): 1915–1947.

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ClearMoney

DECEMBER 14, 2021

4Marlena Lee, Philipp Meyer-Brauns, Savina Rizova, and Samuel Wang, "Bond Study Confirms Investment Approach and Offers New Insight," Insights (blog), Dimensional Fund Advisors, February 11, 2020. 5Wes Crill, “Out of Bounds: Style Drift in the Russell 2000 Value Index,” Insights (blog), Dimensional Fund Advisors, June 2021.

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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 5Weston Wellington, “Hindenburg Omen Flames Out,” Down to the Wire (blog), Dimensional Fund Advisors, October 8, 2010.

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James Hendries

JULY 6, 2022

For instance copper, often referred to as Dr. Copper for its ability to forecast economic conditions, just hit its lowest level since February 2021. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

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James Hendries

FEBRUARY 27, 2023

The debt ceiling was last raised in December 2021. 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. When was the debt ceiling last raised?

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