Brown Advisory

APRIL 20, 2022

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

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James Hendries

DECEMBER 12, 2022

Even after another dizzying year, as 2022 proved to be. If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about setting ourselves up for what comes next as the economy and markets find their way back to steadier ground—even if the adjustment period continues.

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James Hendries

JULY 13, 2022

Dear Valued Investor, As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. real GDP growth to be around 2% in 2022. This may come to pass, especially if a recession can be averted in 2022 as we expect. Investing involves risks including possible loss of principal.

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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. large cap S&P 500 Index.

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James Hendries

NOVEMBER 3, 2022

The market is always forward-looking, and asset prices tend to reflect what may happen months or quarters ahead. As we look ahead, the months of November and December have historically been constructive for asset prices. Investing involves risks including possible loss of principal.

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James Hendries

OCTOBER 4, 2022

Dear Valued Investor, In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. Investing involves risks including possible loss of principal.

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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. 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

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. While we acknowledge that interest rates could move higher still, we think the risk/reward profile of adding to rate-sensitive fixed income assets has improved.

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James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities. Reduced low duration core bond allocation and increased allocation to small cap equities.

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Carson Wealth

AUGUST 25, 2022

A personal balance sheet should record assets (items you own, use or enjoy) and liabilities (amounts you owe institutions or other people). Consider breaking assets into three columns: cash, investment assets and personal property. 2 Forbes Advisor, “Housing Market Predictions in 2022: When Will Prices Drop?”

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James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). We could see a retest of 3.5% over the next few months.

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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. The Russell 1000 Growth Index has returned 4.6% year to date, compared to the 2.3% decline for the value index.

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James Hendries

SEPTEMBER 8, 2022

The market rebound and overall bullish sentiment began in earnest when Federal Reserve (Fed) Chairman Jerome Powell suggested at the late July Fed meeting that the trajectory of interest rate hikes could ease later in 2022. Investing involves risks including possible loss of principal.

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James Hendries

AUGUST 15, 2022

Estimates for the second half of 2022 and 2023 have come down as expected, but with expectations so low, stocks generally rallied on results even as estimate were cut. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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Darrow Wealth Management

NOVEMBER 17, 2022

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. With so little time until the end of the year, it may not be feasible to sell a home, business, or other assets unless it was already in the works.

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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]. over the last 20 years, pre-2020.

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James Hendries

JANUARY 13, 2023

Here are some of our lessons learned from 2022. 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%. for 2022, with the fourth quarter yet to be reported. Caveat emptor.

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James Hendries

SEPTEMBER 7, 2022

The difficult 2022 for stocks may not get much easier because as we now wait for better news on the inflation front, we have to contend with a seasonally weak month of September. Still, we could see potential upside for stocks over the balance of 2022. What’s Next? – August 22, 2022. Home Sales Fall (Again).

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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 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

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. 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

AUGUST 30, 2022

Estimated profit margins for the second half of 2022 did indeed come down as companies reported, but not dramatically so. The thought process for many was that earnings drop in a recession, so while 2022 profits may be near consensus estimates (our expectation), 2023 may see a profit decline. Conclusion.

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eMoney Advisor

DECEMBER 15, 2022

Over the next decade, more than a third of advisors (37 percent) are estimated to be retiring, according to a 2022 Cerulli Associates study. 3 Cerulli surveyed advisors across the spectrum of affiliations, from RIAs to wirehouses. That program saw 380 graduates in 2022 and 495 in 2021. A Wave of Retirements Expected.

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James Hendries

OCTOBER 11, 2022

In addition, a major structural re-organization is in the planning stages that will involve sales of assets and spinning off parts of the international business. You may also be interested in: Markets on Watch as Xi Jinping’s Influence to Be Tested in October – October 3, 2022. How Much Higher Can Rates Go? – September 19, 2022.

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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. Marc Zabicki , CFA , Chief Investment Officer, LPL Financial . How Midterm Elections May Move Markets – November 7, 2022.

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James Hendries

SEPTEMBER 13, 2022

You may also be interested in: September’s Calendar Cruelty for Stocks – September 6, 2022. Earnings Recap: Still Hanging In There – August 29, 2022. What’s Next? – August 22, 2022. Investing involves risks including possible loss of principal. Jeffrey Roach , PhD, Chief Economist , LPL Financial.

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James Hendries

AUGUST 15, 2022

We won’t predict a soft landing, but there is a plausible scenario where a mild recession comes in 2023, the S&P 500 does not retest its June 2022 lows, and stocks are nicely higher in a year. We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Conclusion.

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SEI

AUGUST 23, 2022

Tue, 08/23/2022 - 10:09. Independent broker-dealer advisors. Advisor (IAS). Garcia aims to break the perception that SEI is solely an investment outsourcer.”. SEI’s Advisor business supports approximately $29 billion in independent RIA assets in custody through the SEI Private Trust Company as of March 31, 2022.

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James Hendries

OCTOBER 25, 2022

You may also be interested in: Low Bar for Earnings Season Brings Third Quarter Expectations Down – October 17, 2022. Pockets of Vulnerability Magnified by Monetary Policy – October 10, 2022. Markets on Watch as Xi Jinping’s Influence to Be Tested in October – October 3, 2022. Click here to download a PDF of this report.

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James Hendries

OCTOBER 18, 2022

But look for revenue growth and progress on inflation throughout 2023 to enable S&P 500 companies to at least match 2022 earnings—now tracking to $223—in 2023. You may also be interested in: Pockets of Vulnerability Magnified by Monetary Policy – October 10, 2022. Investing involves risks including possible loss of principal.

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Bell Investment Advisors

MARCH 15, 2023

I’m a portfolio manager here at Bell Investment Advisors. The first is 2022 investment performance. Then, I’m going to be discussing inflation and interest rates and how those affect the value of your investments. Slide 4: 2022: U.S. Slide 5: 2022 in Review: Bonds 08:47 Onto bonds. stock market.

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Indigo Marketing Agency

JANUARY 17, 2022

To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022. Ron is a household name among financial advisors and one of my personal heroes and mentors.

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Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. Tue, 09/06/2022 - 10:17. Increasingly, investment committee members are exploring mission-aligned investing for the organizations they serve. DEFINING MISSION-ALIGNED INVESTING.

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James Hendries

NOVEMBER 1, 2022

You may also be interested in: Three Things to Know About Recessions – October 24, 2022. Low Bar for Earnings Season Brings Third Quarter Expectations Down – October 17, 2022. Pockets of Vulnerability Magnified by Monetary Policy – October 10, 2022. Investing involves risks including possible loss of principal.

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James Hendries

OCTOBER 4, 2022

Since early 2022, as cracks in the real estate market became more severe, Moody’s downgraded 91 high-yield Chinese property developers. At the end of September, the World Bank downgraded its 2022 economic growth projections for China to 2.8% Global investment banks are also lowering their GDP estimates. IMPORTANT DISCLOSURES.

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James Hendries

SEPTEMBER 20, 2022

What was once thought of as a conservative investment has turned out to be anything but conservative this year. 2022 will go down as the worst year for bonds ever. You may also be interested in: Getting Jobs Market Back into Balance – September 12, 2022. September’s Calendar Cruelty for Stocks – September 6, 2022.

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James Hendries

JULY 26, 2022

And third, import prices have moderated since the beginning of 2022 and as import prices slow, we expect consumer prices to eventually reflect the slowdown in import prices. The year 2022 started out with import prices rising very quickly on a monthly basis. Investing involves risks including possible loss of principal.

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James Hendries

AUGUST 15, 2022

The index rallied 11% in March 2022 before turning lower again. We maintain our year-end 2022 fair value S&P 500 target range of 4,300-4,400 with upside above that range in a soft landing scenario. Investing involves risks including possible loss of principal. on average). Click here to download a PDF of this report.

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