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. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Clever Girl Finance

OCTOBER 8, 2024

My investing success story investing As someone who believes in long-term investing when it comes to building my assets, I can definitely say that sticking to a regular investment routine pays off. Some months, you might buy at a loss, while in others, you might purchase more shares when prices are low.

Investing 98

Investing Investments Risk Tolerance Portfolio 98

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

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.

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Clients Asset Allocation Investment Advisor Assets 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

Cordant Wealth Partners

SEPTEMBER 8, 2022

Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. trillion in assets and more than a third of total 401(k) assets.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

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

ClearMoney

MARCH 1, 2022

2 It is reasonable to assume a portion of that trading activity represented asset allocation changes motivated by market viewpoints, rather than buy-and-hold position accumulation. For example, the largest S&P 500 ETF had the highest average daily trade volume of US-listed securities in 2021, at $31 billion USD.2

Commission 52

Commission Distribution Investing Investments 52

James Hendries

DECEMBER 4, 2022

The LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) continues to hold a cautious view and an underweight to the S&P 500 consumer discretionary sector, from an asset allocation perspective. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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Retail Marketing Marketing Sales 52

James Hendries

NOVEMBER 15, 2022

One equity market debate discussed frequently in the LPL Research Strategic & Tactical Asset Allocation Committee (STAAC) is the growth vs. value style reversal experienced the past 12 months. The LPL Research STAAC continues to favor a tilt toward value from an asset allocation perspective.

Marketing 52

Marketing Marketing Asset Allocation 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

OCTOBER 7, 2022

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. The belief by the Fed that short-term interest rates need to continue to go higher and stay there pushed Treasury yields higher during the month.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 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%

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Tucker Advisors

NOVEMBER 3, 2021

“This way, people can better identify the assets they need to take risks with in order to outpace inflation. Make your income-producing assets produce income and let your growth assets grow. 1 way for retirees to worry less about inflation is to get their asset allocation right. to 6% in interest.”.

Retirement 52

Retirement Portfolio Retirement Planning Financial Advisor 52

James Hendries

MARCH 6, 2023

The LPL Research Strategic and Tactical Asset Allocation Committee (STAAC) recommends a slight overweight allocation to equities, favors value over growth, small caps over large caps, and the energy, healthcare, and industrials sectors. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JUNE 20, 2023

LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

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

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

ClearMoney

JANUARY 4, 2022

An investor pondering those questions might take comfort knowing that many assets in the past have outpaced even above-average inflation.). The dispersion between the two asset classes was much less pronounced than during the previous year, with global corporate bonds outperforming global Treasury and government-related bonds by 0.82%.3.

Marketing 52

Marketing Marketing Commission Government 52

James Hendries

JANUARY 13, 2023

And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Banking 52

James Hendries

JULY 3, 2023

LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) recommends a neutral tactical allocation to equities, with a modest overweight to fixed income funded from cash. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Banking Valuation 52

James Hendries

AUGUST 15, 2022

We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. Conclusion.

Marketing 52

Marketing Marketing Economy Valuation 52

WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.

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Certified Financial Planner Financial Planner CFP Financial Planning 40

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market. Deutsche Asset & Wealth Management White Paper. Cavium, a U.S.-based The Guardian. Available from [link].

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

This work builds on the Capital Asset Pricing Model developed in the 1960s.) based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market. Deutsche Asset & Wealth Management White Paper. Cavium, a U.S.-based The Guardian. Available from [link].

Portfolio 52

Portfolio Investing Investments Management 52

ClearMoney

FEBRUARY 22, 2022

The report examined the results of two types of funds7, each holding a mix of stocks and bonds: Balanced: Minimal change in allocation to stocks. Tactical Asset Allocation: Periodic shifts in allocation to stocks. Arnott, “Tactical Asset Allocation: Don’t Try This at Home,” Morningstar, September 20, 2021.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Random Roger's Retirement Planning

DECEMBER 24, 2024

To address the premise of the Yahoo article, this is an asset allocation question. If you have the correct asset allocation, there's probably nothing to change in the face of a 3% move in the stock market, regardless of direction.

Retirement Planning 40

Retirement Planning Retirement Planning Asset Allocation 40

The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. Would you license these models to me? But as it turns out, the reason that asset manager was able to raise so much money was because they had taken signals.

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Portfolio Management Marketing Marketing 147

James Hendries

JULY 6, 2022

Money market assets are also nearly $1 trillion above December 2019 levels. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. Also, consider there are over 11 million job openings in the U.S.

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

JUNE 20, 2023

I think that the asset stripping that has also occurred, pensions, for instance, are sold off, overfunded pensions get sold off and that goes into the private equity firm instead of into the company itself. Or should this be kept out of private asset allocators’ hands? How about putting more of your own skin in the game?

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Insurance Healthcare Retail Medicine 147

James Hendries

NOVEMBER 8, 2022

Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. Our best advice: Just go and vote.

Marketing 52

Marketing Marketing Government Banking 52