James Hendries

OCTOBER 7, 2022

in September, temporarily breaking below the June 2022 closing low. 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. The S&P 500 Index tumbled 9.3%

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Portfolio Taxes Investment Advisor Asset Allocation 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. Insurance products are offered through LPL or its licensed affiliates.

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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. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

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Clients Marketing Marketing Valuation 52

James Hendries

NOVEMBER 3, 2022

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.

Clients 52

Clients Asset Allocation Investment Advisor Economics 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. You may also be interested in: How Midterm Elections May Move Markets – November 7, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

AUGUST 15, 2022

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.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

NOVEMBER 15, 2022

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.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

SEPTEMBER 8, 2022

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.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

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.

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).

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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.

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Marketing Marketing Valuation Economics 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.

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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. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

Marketing 52

Marketing Marketing Economy Valuation 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.

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Retail Marketing Marketing Sales 52

James Hendries

OCTOBER 11, 2022

You may also be interested in: Markets on Watch as Xi Jinping’s Influence to Be Tested in October – October 3, 2022. Why It May Be Time to Take Advantage of Higher Yields – September 26, 2022. How Much Higher Can Rates Go? – September 19, 2022. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Banking Government 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

NOVEMBER 22, 2022

Marc Zabicki , CFA , Chief Investment Officer, LPL Financial . You may also be interested in: Inflation and Rising Rates Supports Value – November 14, 2022. How Midterm Elections May Move Markets – November 7, 2022. Federal Reserve Preview: TRICK or Treat? – October 31, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Asset Allocation 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.

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Marketing Marketing Valuation Economics 52

James Hendries

SEPTEMBER 27, 2022

The intermediate core bond and core plus bond categories represent the two most popular categories by assets under management (AUM) and represent 45% of all asset across the taxable bond open-ended mutual fund space (as of August 2022). In simplest terms, “plus” indicates a more flexible investment mandate across fixed income markets.

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Asset Allocation Marketing Marketing Assets 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.

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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.

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Marketing Marketing Manufacturing Banking 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. Our year-end 2022 fair value S&P 500 target of 4,300-4,400 is 5% above the August 5 closing price at the midpoint. If the U.S.

Marketing 52

Marketing Marketing Economy Valuation 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% Global investment banks are also lowering their GDP estimates. IMPORTANT DISCLOSURES.

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Marketing Marketing Economy Economics 52

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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Marketing Marketing Economy Banking 52

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. Insurance products are offered through LPL or its licensed affiliates. on average). Click here to download a PDF of this report.

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Marketing Marketing Economy Valuation 52

Trade Brains

DECEMBER 20, 2022

The IPO will open for subscription on December 23rd, 2022, and close on December 27th, 2022. In this article, we will look at the Radiant Cash Management IPO Review 2022 and analyze its strengths and weaknesses. The company requires statutory and regulatory permits, licenses, and approvals for its operations from time to time.

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Management Retail Banking Clients 52

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Should advisors go to hell before selling an annuity?

Insurance 59

Insurance Retirement Financial Advisor License 59

James Hendries

JANUARY 31, 2023

It also worth noting that with the broad market slipping nearly 20% last year, this gain still would not get the market back to the 2022 high set on January 3, 2022. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

JANUARY 20, 2023

pace in the third quarter of 2022, while Europe has held up better than we anticipated, thanks in large part to falling natural gas prices. Using the S&P 500 as the investible universe, a hypothetical long-only portfolio is constructed of the top quintile (top 20 percent) of stocks’ estimate revisions composite score.

Marketing 52

Marketing Marketing Economy Banking 52

James Hendries

MARCH 6, 2023

in 2022— to a more sustainable rate that neither stokes inflation nor stalls economic growth. 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. in 2021 and 2.1%

Marketing 52

Marketing Marketing Economy Economics 52

Sara Grillo

MARCH 13, 2023

ETFS can be thought of as a wrapper around an investment strategy. But in 2022, stocks and bonds went down together and displayed high correlation, suggesting a failure of modern portfolio theory. There were a laundry list of crypto scams in 2022. In 2023, we are coming out of a market regime we have been in since the recession.

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Financial Advisor Assets Management License 59

James Hendries

JUNE 26, 2023

New Bull Market Has Arrived The S&P 500 has climbed into bull market territory after rallying more than 20% off the October 2022 lows, establishing October 12, 2022, as the bear market low. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

MARCH 13, 2023

Not Enough Evidence to Switch Back to Growth Growth stocks have come storming back in 2023 after significantly underperforming their value counterparts in 2022. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). decline for the value index.

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Assets Marketing Marketing Asset Allocation 52

James Hendries

JANUARY 26, 2023

Background: The global economy will likely slow from the upper-2% range in 2022 down to slightly above zero in 2023 ( Figure 1 ). Since the Fed embarked on its historic rate hike cycle last March, the S&P 500 Index entered a bear market and witnessed a 25% peak-to-trough drawdown in 2022. If the U.S.

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Marketing Marketing Economy Economics 52

Ballast Advisors

JUNE 30, 2023

A chatbot with uncanny human-like writing abilities has become the poster child for artificial intelligence (AI) since it was released in late 2022, inspiring new levels of attention, excitement, and concern about recent advances in this life-changing technology. The information in these materials may change at any time and without notice.

Communication 40

Communication Economics Taxes License 40

Sara Grillo

DECEMBER 12, 2022

With over thirty years of financial services experience, Mike is an independent financial professional helping individuals and small business owners in providing unbiased insurance and investment strategies. He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. Chris Randall.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

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CFP Financial Advisor Financial Planner Ethics 59