James Hendries

JULY 21, 2022

How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates.

Clients 52

Clients Investment Advisor License Financial Advice 52

Park Place Financial

APRIL 26, 2022

ESTATES 4 Tips to Consider When Passing Trust Assets to Your Children Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. They can hold several kinds of assets, such as money, real estate, and investments. If you want to exercise more control over your assets, you may want to establish a revocable trust.

Assets 52

Assets Distribution Certified Financial Planner Estate Planning 52

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.

Clients 52

Clients Economy Investment Advisor License 52

Carson Wealth

APRIL 4, 2024

1 Wells Fargo & Company, “Survey: Financial Planning & Preparedness of Americans with Parents Entering Retirement,” 2022. Financial advisors work with families in these situations all the time and can provide much-needed advice based on your unique situation.

Management 137

Management Healthcare Medical Estate Planning 137

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

Clients 52

Clients Investment Advisor License Economy 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. large cap S&P 500 Index.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

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.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

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. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

Trade Brains

SEPTEMBER 29, 2023

According to the Society of Indian Automobile Manufacturers (SIAM), passenger vehicles registered the highest-ever domestic sales in 2022- 23, surpassing the previous peak of 2018-19. 2022 12789.22 Demand for Passenger Vehicles is driven by, increased mobility, new launches, and easing supply-side constraints. 2021 10359.43 2020 14471.01

Planning 119

Planning Manufacturing Sales License 119

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

Clients 52

Clients Investment Advisor Economy License 52

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.

Retail 52

Retail Marketing Marketing Sales 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. Insurance products are offered through LPL or its licensed affiliates. currency crisis also contributed to a tough month for stocks. The index has lost 23.9%

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

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.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

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

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

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).

Marketing 52

Marketing Marketing Valuation Insurance 52

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.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Insurance products are offered through LPL or its licensed affiliates. We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 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. The Russell 1000 Growth Index has returned 4.6% year to date, compared to the 2.3% decline for the value index.

Assets 52

Assets Marketing Marketing Asset Allocation 52

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.

Marketing 52

Marketing Marketing Banking Government 52

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. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Clients 52

Clients Investment Advisor License Economics 52

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. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Investing involves risks including possible loss of principal.

Clients 52

Clients Marketing Marketing Valuation 52

Good Financial Cents

JULY 25, 2022

That’s why we’ve prepared this guide of the 7 best long-term care insurance of 2022. Before getting into our reviews of the seven best long-term care insurance providers of 2022, scan the table below to see which company you think will work best for you: Ads by Money. The company’s licensed to operate in all 50 states.

Insurance 52

Insurance Assets Planning Healthcare 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

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. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Home Sales Fall (Again).

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 Insurance products are offered through LPL or its licensed affiliates. 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. Insurance products are offered through LPL or its licensed affiliates. Core bonds, as measured by the Bloomberg Aggregate Bond index, lost 2.8% during the month as Treasury yields were steadily higher in August.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

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.

Marketing 52

Marketing Marketing Economics Economy 52

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.

Marketing 52

Marketing Marketing Economy Valuation 52

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. Conclusion. Third quarter should be no exception.

Marketing 52

Marketing Marketing Valuation Economics 52

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

Marketing 52

Marketing Marketing Manufacturing Economy 52

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

Marketing 52

Marketing Marketing Manufacturing Banking 52

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% How Much Higher Can Rates Go? – September 19, 2022. from an earlier forecast of 5%.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

SEPTEMBER 20, 2022

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. Earnings Recap: Still Hanging In There – August 29, 2022. Could yields go higher from current levels?

Marketing 52

Marketing Marketing Economy Banking 52

Trade Brains

SEPTEMBER 26, 2024

It offers various services across various asset classes, including equity, fixed-income, and derivative securities. The exchange operates an “anywhere, any asset” trading platform. Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently.

Compliance 90

Compliance Banking Management Risk Management 90

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. References to markets, asset classes, and sectors are generally regarding the corresponding market index. on average).

Marketing 52

Marketing Marketing Economy Valuation 52

Trade Brains

JUNE 11, 2023

The company has financially outperformed the preceding years with a whooping increase in profit of 13.12% from 40.76% in FY 2021-22 to 46.11% in FY 2022-23. There is an increase in the net profits in the past 5 years from Rs 2,386 crores in FY 2017-18 to Rs 4,734 in FY 2022-23. as of FY 2022-23. crores during FY 2021-22.

Banking 97

Banking Government Financial Services Insurance 97

Good Financial Cents

APRIL 10, 2023

Average income in 2022-2023 (in USD) : Argentina: $8,900 Bhutan: $2,900 Ghana: $2,200 Indonesia: $3,900 Myanmar: $1,300 Uganda: $800 United States: $65,900 What Does “Rich” Mean? While they earned half a million dollars per year, they only had $17,000 in total assets. million dollars or more in 2022.

Investments 110

Investments Investing Assets Accounting 110