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 For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions.

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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. For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. Insurance products are offered through LPL or its licensed affiliates.

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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. For a list of descriptions of the indexes referenced in this publication, please visit our website at lplresearch.com/definitions. Core bonds, as measured by the Bloomberg Aggregate Bond index, lost 2.8%

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Portfolio Taxes Investment Advisor Asset Allocation 52

The Big Picture

JULY 11, 2023

Not that Robinhood is how they should be necessarily investing, but hey, it gets them interested in finance, it gets them thinking about money. It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. That’s not a terrible thing.

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Management Investing Investments Assets 222

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

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. Asset allocation does not ensure a profit or protect against a loss. Diversification does not protect against market risk.

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Marketing Marketing Economy Communication 52

James Hendries

JULY 3, 2023

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. 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.

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Marketing Marketing Banking 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. For a list of descriptions of the indexes and economic terms referenced in this publication, please visit our website at lplresearch.com/definitions. for 2022, with the fourth quarter yet to be reported.

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Marketing Marketing Valuation Asset Allocation 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Our Investment Solutions Group spends considerable time trying to gauge the long-term outlook for stocks since it is central to asset allocation decisions and recommendations.

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Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Our Investment Solutions Group spends considerable time trying to gauge the long-term outlook for stocks since it is central to asset allocation decisions and recommendations.

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Investing Investments Portfolio Assets 52

ClearMoney

MARCH 1, 2022

The current landscape suggests the characteristics implied by such traditional, binary labels may not be sufficient to describe many of today’s investment approaches. Because early indexing didn’t spin its wheels in bottom-up company analysis or top-down economic trend forecasting, it became known as passive investing.

Commission 52

Commission Distribution Asset Allocation Investments 52

James Hendries

JULY 6, 2022

NBER’s broader definition will likely enable the economy to avoid recession in the first half regardless, though GDP may eke out a small gain anyway. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). IMPORTANT DISCLOSURES.

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Marketing Marketing Valuation Economy 52