James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

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James Hendries

NOVEMBER 3, 2022

The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. Asset allocation does not ensure a profit or protect against a loss.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

Brown Advisory

NOVEMBER 29, 2016

Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains. Reassess asset allocation. Choose investment managers with solid long-term performance. Only 12% of U.S.

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Nonprofit Asset Allocation Portfolio Budgeting 52

James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Value Target to 4,000-4,100 from 4,300-4,400. currency crisis also contributed to a tough month for stocks.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

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Marketing Marketing Economy Valuation 52

James Hendries

DECEMBER 4, 2022

Forward-looking sales estimates paint a more subdued picture, which makes sense given the macro headwinds facing the economy and the consumer. Faster than expected deceleration in inflation and the economy avoiding a recession altogether (i.e., over the last 20 years, pre-2020.

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James Hendries

JULY 3, 2023

economy remains on solid footing, and expectations the Fed is close to completing its rate hiking campaign, bankers are hopeful they can begin taking a growing pipeline of companies public. economy and corporate America have has been impressive. With economic data continuing to suggest the U.S.

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Marketing Marketing Banking Valuation 52

James Hendries

JANUARY 13, 2023

The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. economy to avoid recession, and support above-average valuations. And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win.

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Marketing Marketing Valuation Banking 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.

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Marketing Marketing Asset Allocation Valuation 52

The Big Picture

JULY 11, 2023

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. So this is a simple CRM system that’s just for the business of being a financial advisor.

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

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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.

Investments 52

Investments Investing 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.

Investments 52

Investments Investing Portfolio Assets 52

The Big Picture

FEBRUARY 6, 2024

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. We, we call asset allocation at GMO. Just wrote a, a very interesting piece on that too.

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WiserAdvisor

DECEMBER 29, 2022

Inflation increases year-on-year and is defined as the rise in the prices of goods and services in an economy. The inflation-adjusted return is the value of your investment gains after factoring in inflation. Capital appreciation is one of the primary objectives of investing. Inflation-adjusted return. Rule of 72.

Investments 52

Investments Investing Financial Advisor Planning 52

ClearMoney

JANUARY 4, 2022

And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility. Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed.

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James Hendries

JULY 6, 2022

economy will avoid recession. The good news is that if the economy does contract to the point where it is officially labeled a recession (the National Bureau of Labor Statistics makes that call), the impact will likely be muted somewhat by the strong financial position enjoyed by consumers heading into it.

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Marketing Marketing Valuation Economy 52

Carson Wealth

MARCH 7, 2025

But now what is the big questionfor policy, the economy, and obviously, markets. Here are Carson Investment Researchs answer to 10 key questions. Even if we get a roll back of tariffs, the threat is going to loom over the global economy. Ok, tariffs happened. One: What tariffs went into effect? for inflation. for inflation.

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Economy Marketing Marketing Taxes 85

James Hendries

NOVEMBER 8, 2022

With the economy exhibiting low growth and generationally high inflation, these additional factors point to the House very likely flipping with some possibility of a wave election for Republicans. Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. Our best advice: Just go and vote.

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Marketing Marketing Government Banking 52