The Big Picture

JULY 11, 2023

JOHNSON: And then I moved into, we had a bank at the time, and I moved into running part of the bank. RITHOLTZ: So Franklin obviously divests out of the banking business, the credit card business, the auto financing business. Did you guys just say, we really want to be pure investment management? RITHOLTZ: Right.

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James Hendries

JULY 3, 2023

Later on, funding becomes essential, either via private equity, venture capital, or a direct relationship with investment banks, and even the Bank of Mom and Dad. A Fed pause is likely coming soon, if it’s not already here, as inflation continues to ease, supporting the case for staying fully invested.

Marketing 52

Marketing Marketing Banking Valuation 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. sectors) with the exception of preferred securities, which look attractive after having recently sold off due to the banking stresses.

Marketing 52

Marketing Marketing Economy Communication 52

Trade Brains

OCTOBER 16, 2024

It is one of the oldest with 22 years of operating in the Asset Management industry. Their funds include Active funds, Absolute Funds, Liquid Funds, Overnight Funds, Gilt Funds, Tax Plans, Large Cap, Dynamic Asset Allocation Funds, and others. Investors must therefore exercise due caution while investing or trading in stocks.

Manufacturing 52

Manufacturing Tax Planning Sales Distribution 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. Faster than expected deceleration in inflation and the economy avoiding a recession altogether (i.e.,

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Retail Marketing Marketing Sales 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. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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Commission Distribution Investments Asset Allocation 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. 11/23).

Marketing 52

Marketing Marketing Asset Allocation Valuation 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. To the extent you are receiving investment a dvice from a separately registered independent investment advisor that is not an LPL affiliate, please note LPL makes no representation with respect to such entity.

Marketing 52

Marketing Marketing Valuation Banking 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. The lower trajectory in inflation has provided the market with much-needed visibility around Fed tightening coming to an end. 11/23).

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Marketing Marketing Valuation Asset Allocation 52

WiserAdvisor

DECEMBER 13, 2023

Adapt your approach Late starters should consider a strategic shift in their asset allocation. Balancing risk with stable, reliable investments is crucial to minimize the impact of market volatility and ensure a steady income stream during retirement.

Retirement 45

Retirement Risk Tolerance Retirement Planning Taxes 45

The Big Picture

FEBRUARY 6, 2024

My mental image was that he worked in the bank of, back of a bank approving mortgage applications. And actually Ben Inker is the head of our asset allocation group. As I mentioned, a lot of our, I think initial funds have come from tax paying investment advisors and such who might have a choice which to use.

Valuation 130

Valuation Investments Investing Assets 130

James Hendries

AUGUST 15, 2022

We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. To the extent you are receiving investment a dvice from a separately registered independent investment advisor that is not an LPL affiliate, please note LPL makes no representation with respect to such entity.

Marketing 52

Marketing Marketing Economy Valuation 52

ClearMoney

JANUARY 4, 2022

Daily portfolio management can spare investors from such style drift by rebalancing portfolios incrementally over time, keeping them focused on the targeted asset allocation and putting investors in a better position to capture higher returns. Indices are not available for direct investment. Data provided by Bloomberg.

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WiserAdvisor

DECEMBER 29, 2022

Further, it helps to avoid concentrating all your money on investments that provide a return that is not at par with inflation, such as bank accounts, money market accounts, etc. Capital appreciation is one of the primary objectives of investing. Rule of 72.

Investments 52

Investments Investing Financial Advisor Planning 52

Brown Advisory

NOVEMBER 20, 2018

Along with achieving strong long-term returns, protecting our clients’ capital is a critically important part of our challenge as investment advisors. An important tool in this regard is diversification, or spreading risk across various asset classes and investment opportunities, each of which has a different return profile.

Investments 52

Investments Investing Assets Portfolio 52

Brown Advisory

NOVEMBER 20, 2018

Along with achieving strong long-term returns, protecting our clients’ capital is a critically important part of our challenge as investment advisors. An important tool in this regard is diversification, or spreading risk across various asset classes and investment opportunities, each of which has a different return profile.

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Investments Investing Assets Portfolio 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

James Hendries

JULY 6, 2022

As global central banks fight inflationary pressures around the globe with rate hikes, the result has been a perception that the economy will not be able to withstand continued tightening of financial conditions and will fall into a marked slowdown, if not an all-out recession. Click here to download a PDF of this report. 07/23).

Marketing 52

Marketing Marketing Valuation Economy 52

Carson Wealth

MARCH 7, 2025

Remember March 2023 and the Regional Bank crisis? Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.

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Economy Marketing Marketing Taxes 80

James Hendries

NOVEMBER 8, 2022

We believe either outcome would be market-friendly, although the bigger market driver will likely be central banks’ efforts to tame inflation. As far as markets are concerned, the policy impact is likely to be small, and market participants will continue to be more focused on central bank policy and inflation. 11/23).

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Marketing Marketing Government Banking 52