James Hendries

OCTOBER 7, 2022

in September, temporarily breaking below the June 2022 closing low. Any economic forecasts set forth may not develop as predicted and are subject to change. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

We may not be flying into a storm, but there’s been plenty of turbulence the first part of 2022. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. The sources of turbulence are clear. Diversification does not protect against market risk.

Investment Advisor 98

Investment Advisor Banking License Insurance 98

Abnormal Returns

JANUARY 1, 2023

Markets Global stocks and bonds lost more than $30 trillion for 2022. ft.com) The 60/40 portfolio had a historically bad year. finance.yahoo.com) Apple ($AAPL) lost $846 billion in market cap in 2022. marketwatch.com) 2022 was a big year for ETFs, except for a spot Bitcoin ETF. wsj.com) Matt Levine, "What happened at FTX?

Financial Advising 275

Financial Advising Medical Economics Media 275

Investing Caffeine

JULY 1, 2024

Ever since the Federal Reserve went on a crusade to increase interest rates and slow the progression of inflation at the beginning of 2022, investors have been cheering for a Goldilocks-type of economic “soft landing.” The not-too-hot, not-too-cold economic data have provided comfort to investors. www.Sidoxia.com Wade W.

Economics 52

Economics Marketing Marketing Food 52

James Hendries

DECEMBER 12, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Asset Allocation Investing 52

James Hendries

NOVEMBER 15, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

Dear Mr. Market

AUGUST 5, 2022

Inflation is currently at 40 year highs with increasing signs of slowing economic growth. Not only are we sharing the importance of dividends in this article, but it’s also the official roll-out of the Top 10 Dividend Growth Portfolio strategy managed by My Portfolio Guide, LLC.

Portfolio 92

Portfolio Risk Tolerance Valuation Investing 92

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. Any economic forecasts set forth may not develop as predicted and are subject to change. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. We could see a retest of 3.5%

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Validea

OCTOBER 19, 2022

Here are some lessons from 2022 that standout to me. Coming into 2022, the 60/40 stock/bond portfolio had been a stalwart strategy for your balanced investor. Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. Stocks and Bonds Can Fall at the Same Time.

Investing 128

Investing Investments Valuation Portfolio 128

James Hendries

JULY 13, 2022

Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief. Any economic forecasts set forth may not develop as predicted and are subject to change. The intense pressure on bonds over the first four months of the year returned in June as the 10-year U.S.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

SEPTEMBER 8, 2022

Any economic forecasts set forth may not develop as predicted and are subject to change. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. Stock investing involves risk including loss of principal.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Validea

OCTOBER 12, 2022

So as we entered 2022, many investors expected that if we got a bear market, that same formula would continue to work. One of the things we do at Validea is track a variety of ETF based risk management approaches that utilize different methods to diversify equity portfolios. Permanent Portfolio – Grade: C. in gold and 7.5%

Risk Management 115

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Validea

JULY 10, 2023

Value had a great year in 2022, but all of those rewards have been given back so far in 2023, “and then some,” says Bill Nygren, CIO of Oakmark Funds, in an interview with CNBC. The post Value’s 2022 Victory Has Completely Reversed appeared first on Validea's Guru Investor Blog.

Banking 52

Banking Portfolio Economics Marketing 52

The Big Picture

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. This has enormous ramifications for everything from our portfolios, policies and politics… See also , Failures’ Fallout (Mehlman, August 21, 2021) Teens Spend Average of 4.8

Media 350

Media Economy Economics Wealth Management 350

The Big Picture

NOVEMBER 4, 2022

We don’t know if the Fed is right about anything – Economics is at best a squishy and imperfect soft science. Regardless, it’s a worthwhile exercise to wargame Fed actions, and consider what they might mean to your portfolio and/or personal finances. Previously : Behind the Curve, Part V (November 3, 2022). October 7, 2022).

Economy 352

Economy Economics Portfolio 352

Validea

MARCH 3, 2023

For the first time in over 20 years, the traditional 60/40 stock-and-bond portfolio is paying out less than some of the most risk-free securities, reports an article in Bloomberg. Treasury notes climbed to 5.14%, notching it higher than the 5.07% yield on the standard portfolio comprised of 60% U.S. The yield on 6-month U.S.

Portfolio 59

Portfolio Economics Clients Investing 59

The Big Picture

OCTOBER 7, 2022

If only the Fed didn’t do X, our portfolio would have been much better” seems to be a terrible approach to managing assets for clients. 2020s : Remained on emergency footing post Covid, despite broad evidence of economic recovery. Following those March 2020 rate cuts, the Fed stayed at Zero until March 2022.

Banking 335

Banking Economics Portfolio Assets 335

The Big Picture

JANUARY 3, 2023

What does this rock traversing through the vast emptiness of space have to do with economic expansion, corporate revenues & profits, inflation, or interest rates? 2022 can be understood as part of that process. through January 4, 2022. It takes the Earth 365 days, 6 hours, 9 minutes, and 9.76 billion times.

Economy 326

Economy Economics Portfolio Marketing 326

The Big Picture

NOVEMBER 2, 2023

Those of you looking for income might consider putting fresh money to work building a bespoke muni portfolio, or buying the appropriate muni fund for your circumstances. ( March 3, 2023) 10 Bad Takes On This Market (May 19, 2023) Farewell, TINA (September 28, 2022) Secular vs. Cyclical Markets (May 16, 2022) End of the Secular Bull?

Taxes 283

Taxes Portfolio Marketing Marketing 283

Abnormal Returns

DECEMBER 9, 2022

The biz The top podcasts of 2022, per Apple Podcasts. podcasts.apple.com) Economy Ezra Klein talks economic trends with Mohamed El-Erian. podcasts.apple.com) Economy Ezra Klein talks economic trends with Mohamed El-Erian. 9to5mac.com) The case for quitting Spotify ($SPOT).

Portfolio Management 244

Portfolio Management Economics Economy Management 244

Nerd's Eye View

APRIL 10, 2024

Every document that considers the facts around any particular asset class will invariably include that disclaimer, but constructing a portfolio consisting of a mix of equities, fixed income, and other assets requires investors and advicers to make some fundamental assumptions around long-term expected returns and correlations between assets.

Asset Allocation 244

Asset Allocation Wealth Accumulation Assets Portfolio 244

The Big Picture

APRIL 24, 2023

They all have different sensitivities to economic factors like trade, inflation, commodities, and growth. Within the equity portion of your portfolios, they can provide some measure of diversification. Oversimplifying them into narratives or relying on context-free myths will not serve your portfolio well.

Economics 294

Economics Portfolio Valuation Marketing 294

The Big Picture

MARCH 28, 2024

2022 Inflation Peak : Inflation is structurally out of control and going to remain at high levels for perhaps even years to come. This soon became a widespread belief even as inflation peaked in June 2022 and fell as quickly as it rose.

Manufacturing 339

Manufacturing Economy Economics Marketing 339

The Big Picture

MAY 5, 2023

Rather than accept the volatility of month-to-month economic datapoints — NFP, Consumer Spending, Manufacturing, Inflation, etc. Instead, there is a tendency to put too much weight onto the numbers themselves, encouraging a variety of changes and modifications to portfolios due to whatever the latest data suggests.

Economics 363

Economics Financial Planning Manufacturing Numbers 363

Nationwide Financial

JANUARY 3, 2023

economy appears to be in the late stage of expansion, with strong economic activity but labor and supply chains remain constrained. The outbreak of war in Ukraine earlier in 2022 worsened supply constraints, especially for food and energy, and contributed to sustained inflation. in the medium term. Responding to recession risks.

Economics 59

Economics Marketing Marketing Economy 59

Validea

MARCH 3, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Buffett and his business partner Charlie Munger generally don’t use short-term factors such as oil prices or interest rates to decide how to spend Berkshire’s money. billion over the following 12 months by the end of 2022. billion profit.

Insurance 52

Insurance Economics Portfolio Marketing 52

Abnormal Returns

JANUARY 18, 2023

wsj.com) The periodic table of commodity returns for 2022. allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. in December 2022. (tker.co) Commodities Why orange juice prices are soaring.

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Good Financial Cents

SEPTEMBER 29, 2022

In this guide, we’re going to present the 10 best long-term investment strategies for 2022. The table below provides a quick summary of each of the 10 best long-term investment strategies for 2022, along with the main features and benefits of each. Below is our list of the 10 best long-term investment strategies for 2022.

Investing 109

Investing Investments Retirement Planning Risk Tolerance 109

WiserAdvisor

SEPTEMBER 8, 2022

This is why portfolio risk management can be very critical. However, it is crucial to understand how to manage portfolio risk and what can trigger it. What is portfolio risk? In the case of an investment portfolio, risk refers to the likelihood of your combination of assets and investments not meeting your financial goals.

Risk Management 52

Risk Management Portfolio Management Asset Allocation 52

Trade Brains

NOVEMBER 10, 2022

The IPO will open for subscription on November 11th, 2022, and close on November 15th, 2022. In this article, we will look at the Inox Green Energy IPO Review 2022 and analyze its strengths and weaknesses. CAGR over fiscal 2022 to 2026 after a minor decline of 1.2% Opening date November 11, 2022. Face Value ?10

Sales 52

Sales Financial Services Marketing Marketing 52

Validea

MAY 5, 2023

But the Fed didn’t begin tightening until 2022, and Singer believes that when the next downturn happens, the Fed will slash rates and start pouring money back into the economy. He also pointed to gold, which many have added to their portfolios as a stable asset. But for long-term prosperity in the U.S.

Economics 52

Economics Government Economy Banking 52

Abnormal Returns

JULY 12, 2022

Markets S&P 500 companies paid out a record amount of dividends in Q2 2022. wsj.com) Stock-bond correlation worked against the 60/40 portfolio this year. caia.org) Every major asset class yields more than it did at the beginning of 2022. fastcompany.com) Economy How to model an economic recession in real-time.

Financial Advising 130

Financial Advising Media Economy Economics 130

Nerd's Eye View

JANUARY 20, 2023

Also in industry news this week: While the number of RIA M&A deals increased in 2022, the size of these deals declined, perhaps reflecting challenging market and economic headwinds A recent survey suggests that nearly half of financial advisory clients have changed advisors or have considered doing so since the start of the pandemic and that portfolio (..)

Financial Planner 209

Financial Planner Financial Advice Fee Only Financial Planning 209

Abnormal Returns

FEBRUARY 16, 2023

bloomberg.com) Bitcoin is at its highest level since June 2022. ft.com) Why where investors mark the portfolios can be all over the place. bloomberg.com) Economy What does a 'no landing' economic scenario look like? Markets The FTSE 100 Index has risen above 8,000 points for the first time ever. pragcap.com) Fidelity is hiring!

Financial Advising 146

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James Hendries

SEPTEMBER 27, 2022

Because the equity risk within our diversified asset allocation portfolios is still the largest contributor to total portfolio risk, we like the defensive properties that bonds could play on a go-forward basis. High quality bonds tend to perform relatively well during economic slowdowns and/or contractions.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives ajackson Mon, 11/28/2022 - 11:10 The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives. Mon, 11/28/2022 - 11:10. Unfortunately, 2022 has been a painful experience for many. Unfortunately, 2022 has been a painful experience for many. In brief, 2022 was an extremely challenging year.

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