James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

NOVEMBER 15, 2022

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years. Value vs. Growth – Value Takes 2022. The LPL Research STAAC continues to favor a tilt toward value from an asset allocation perspective. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Any economic forecasts set forth may not develop as predicted and are subject to change. We could see a retest of 3.5%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

NOVEMBER 3, 2022

Some recent softening in economic data, coupled with signals from the bond market, may be indicating that Fed policymakers’ concerted inflation fight may be closer to the end than the beginning. We should also have slowing corporate earnings growth and greater economic uncertainty to contend with, some formidable seas to navigate.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

James Hendries

JANUARY 13, 2023

Here are some of our lessons learned from 2022. Lessons learned: Economic forecasts The Fed’s bark was as bad as its bite! One of the lessons learned in 2022 was to never underestimate our central bank’s resolve to squelch inflation. At the start of 2022, markets expected the upper bound of the fed funds rate to stay below 1%.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

OCTOBER 7, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. References to markets, asset classes, and sectors are generally regarding the corresponding market index. All data is provided as of October 4, 2022. Asset allocation does not ensure a profit or protect against a loss.

Clients 52

Clients Asset Allocation Portfolio Assets 52

Random Roger's Retirement Planning

NOVEMBER 21, 2024

From the fund page : the goal is seeking stable returns across a variety of economic and financial market conditions, consistent with the preservation of capital. There's no fact sheet yet and while the holdings are available, the asset allocation is vague without calculating the spreadsheet yourself which I did (hopefully correctly).

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

James Hendries

OCTOBER 7, 2022

in September, temporarily breaking below the June 2022 closing low. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Any economic forecasts set forth may not develop as predicted and are subject to change. currency crisis also contributed to a tough month for stocks.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Discipline Funds

NOVEMBER 8, 2023

and inflation peaked back in 2022 almost exactly to the month we predicted. The financial markets are especially jittery during periods like this because there is so much uncertainty about the future impact of policy and economic activity. Real GDP has averaged 2.3% with a standard deviation of 22.6.

Asset Allocation 78

Asset Allocation Economy Financial Market Assets 78

Random Roger's Retirement Planning

OCTOBER 11, 2024

Simplify has a fund that owns the S&P 500 with a put option overlay that somehow went down more than the S&P 500 in 2022. FIG, the blue line, " is a modern take on the balanced portfolio, built to help navigate today’s toughest asset allocation challenges." Ok, how's that going?

Asset Allocation 52

Asset Allocation Portfolio Assets Taxes 52

James Hendries

DECEMBER 12, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Any economic forecasts set forth may not develop as predicted and are subject to change. Core bonds, as measured by the Bloomberg Aggregate Bond index, were up 3.7%

Portfolio 52

Portfolio Taxes Asset Allocation Investments 52

James Hendries

AUGUST 15, 2022

Market strategists and pundits make the relationship between recessions and the stock market seem binary, but each economic contraction is different and has different effects on earnings. First, keep in mind that stocks tend to look forward by four to six months and can provide warnings of changing economic conditions. Conclusion.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Any economic forecasts set forth may not develop as predicted and are subject to change. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Any economic forecasts set forth may not develop as predicted and are subject to change. Core bonds, as measured by the Bloomberg Aggregate Bond index, lost 2.8%

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

NOVEMBER 22, 2022

Recent wholesale inflation tells a similar story of a peak in pricing pressures, which has been the expectation of the Strategic and Tactical Asset Allocation Committee (STAAC) at LPL Research. You may also be interested in: Inflation and Rising Rates Supports Value – November 14, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

Investing Caffeine

JUNE 3, 2024

Bad economic news turned out to be good news for stocks. On the flip side, during 2022, the economy was firing on all cylinders. This time around, good economic news meant bad news for stock prices, primarily because the Federal Reserve was slamming the brakes on the economy by increasing the Federal Funds interest rate target.

Risk Tolerance 52

Risk Tolerance Economics Economy Asset Allocation 52

Investing Caffeine

JANUARY 2, 2024

Although 2023 closed with a festive explosion, 2022 ended with a bearish growl. Effectively, 2023 was a reverse mirror image of 2022. In 2022, the stock market fell -19% (S&P) due to a spike in inflation. For the year just ended, much of the year felt like a party, but 2022 felt more like a funeral.

Economy 98

Economy CFP Accounting Economics 98

Nationwide Financial

MARCH 1, 2023

Recessions often arrive unexpectedly, even for investors tuned in to the latest economic news. For example, a recent Nationwide Financial survey taken in advance of Women’s History Month in March found that women investors are more fearful of a recession this year than they were in 2022. Diversify your client’s income sources.

Clients 72

Clients Retirement Risk Tolerance Asset Allocation 72

SEI

AUGUST 2, 2022

Tue, 08/02/2022 - 14:05. That’s why, when facing market volatility, stewards of long-term assets held at all types of nonprofit institutions recognize the importance of a well-thought-out investment process. . Economic outlook: The “value restoration” project is underway. Economic outlook: Soft landing or recession?

Nonprofit 52

Nonprofit Marketing Marketing Risk Management 52

James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. Recent economic data has pointed to continued growth—giving rise to the “no landing” narrative.

Assets 52

Assets Marketing Marketing Asset Allocation 52

Carson Wealth

JANUARY 2, 2024

The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction. in October 2022 and causing a heap of pain since the summer of 2020. The year 2022 was painful across asset classes (sorry to bring it up!),

Marketing 85

Marketing Marketing Economy Manufacturing 85

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.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Carson Wealth

JUNE 12, 2023

Now with stocks up 20%, they have officially entered a new bull market and the 2022 bear is over. Carson’s leading economic index indicates the economy is not in a recession. Interestingly, the tide has been shifting recently , as a string of relatively stronger economic data has been reported.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Brown Advisory

AUGUST 19, 2022

Fri, 08/19/2022 - 10:50. From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. Our new publication “Outlook 2022: Inflection Points” by Sid Ahl, Erika Pagel, Taylor Graff and J.R.

Marketing 98

Marketing Marketing Investments Investing 98

Discipline Funds

MAY 15, 2024

Not only is it based on an underlying financial plan, but the strategy properly matches your asset allocation to a specific set of assets that give you the proper perspective on your portfolio and how you can better maintain discipline inside of those time periods to allow the assets to do what they’re designed to do.

Assets 59

Assets Asset Allocation Portfolio Financial Planning 59

Investing Caffeine

MARCH 1, 2022

Although the stock market as measured by the S&P 500 index has gone gangbusters over the last three years, almost doubling in value (2019: +29%, 2020: +16%, 2021: +27%), the S&P 500 has hit an air pocket during the first couple months of 2022 (-8%), including down -3% in February. knock to growth for the U.S., www.Sidoxia.com.

Economics 59

Economics Accounting Advertising CFP 59

Darrow Wealth Management

MARCH 28, 2022

Taking steps to help ensure you’re reasonably prepared for any type of economic uncertainty or recession, personal financial crisis (loss of a job, divorce, medical expenses, etc.), Asset allocation. Trying to anticipate and subsequently prepare for the next market correction/recession/etc. is a fool’s game.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

Investing Caffeine

APRIL 1, 2022

After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%. The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Source: Trading Economics.

Economy 59

Economy Economics Valuation Investments 59

Darrow Wealth Management

MAY 22, 2023

In fact, the Federal Reserve has raised the upper limit federal funds rate by 5% since the beginning of 2022. Since the beginning of 2022, cash has outperformed the S&P 500 by about 14% on a cumulative total return basis. Hold cash or invest? Interest rates have skyrocketed since the end of 2021.

Investing 91

Investing Investments Accounting Wealth Management 91

James Hendries

MARCH 6, 2023

Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Perhaps that was not the first time market watchers used the term, but the conversations at the Economic Club of New York were prescient.

Marketing 52

Marketing Marketing Economy Economics 52

Random Roger's Retirement Planning

JUNE 29, 2024

This really is about having the right asset allocation. A balance needs to be struck between enough growth potential for a 50 or 60 year retirement and enough cash to get through the next 30 month bear market, Bear markets tend to run 18-30 months and while 2022 was shorter than that, a longer one will happen eventually.

Retirement 74

Retirement Taxes Accounting Asset Allocation 74

Brown Advisory

OCTOBER 11, 2022

Tue, 10/11/2022 - 13:22. The steps private companies are taking to respond to the current economic backdrop, how different VC subsegments are performing and where we may be in a potential correction in private markets, which tend to lag pubic markets by several months. MORE ON THIS TOPIC. Rodrigo is now available. Read more >.

Marketing 98

Marketing Marketing Investments Investing 98

Investing Caffeine

MAY 2, 2022

This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (May 2, 2022). For long-term stock investors who have reaped the massive +520% rewards from the March 2009 lows, they understand this gargantuan climb was not earned without some rocky times along the way. Slome, CFA, CFP®.

Electronics 59

Electronics Economy CFP Government 59

Carson Wealth

DECEMBER 18, 2023

In their updated “ Summary of Economic Projections ,” they revised their estimates of core inflation for 2023 down from 3.7% Markets were off to the races after the Fed released its statement and economic projections. has now raced ahead of other developed markets in economic growth since the pandemic. Here’s why.

Marketing 95

Marketing Marketing Economy Investments 95

WiserAdvisor

SEPTEMBER 8, 2022

crossed 8% in March 2022. However, your asset allocation can fluctuate over time, depending on how your investments fare. For instance, consider a scenario where your original asset allocation was 60% in stocks and 30% in debt, and 10% in cash. This can be seen evidently today. The inflation rate in the U.S

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Brown Advisory

AUGUST 19, 2022

CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up mhannan Fri, 08/19/2022 - 10:50 From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. This year’s report examines several issues that the team is monitoring as we head into 2022.

Marketing 52

Marketing Marketing Investments Investing 52

Dear Mr. Market

MAY 27, 2022

Bottom line…we’ve been through the ringer in 2022 with the third worst start for the S&P 500 in history and the worst ever for the Nasdaq! We point you to an old article we wrote and specifically to the “four distinct phases” that you can shift your asset allocation in order to outlast the average bear market.

Marketing 52

Marketing Marketing Asset Allocation Assets 52