James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Corporate bonds are considered higher risk than government bonds. Core bonds, as measured by the Bloomberg Aggregate Bond index, lost 2.8% Municipal bonds are subject to availability and change in price.

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James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. They tend to do better early in economic cycles once the economy emerges from recession.

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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.

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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.

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James Hendries

MARCH 6, 2023

Industry data already show declining rent prices, so it’s just a matter of time before the official government statistics reflect that easing. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). What Does This Mean for You?

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Walkner Condon Financial Advisors

MARCH 15, 2023

If you had 500 stocks in your portfolio not every stock will be up at the same time, and when allocations have to be adjusted for any reason due to imbalances in the portfolio or due to rising cash, losses can be recognized to help offset gains.

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James Hendries

JUNE 20, 2023

As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. 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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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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ClearMoney

JANUARY 4, 2022

For the year, corporate bonds generally outperformed their government counterparts. 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. Data provided by Bloomberg.

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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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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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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.

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James Hendries

AUGUST 15, 2022

Job gains were broad-based and especially prominent in sectors such as education, health care, and government. We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Clearly, these gains further cement the claim that the U.S. is currently not in recession. Conclusion.

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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.

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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. government bonds haven’t exceeded 2% for most of the past four years, compared to more than 11% in early 1985. Thus, it’s important to have a view on this key question.

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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. government bonds haven’t exceeded 2% for most of the past four years, compared to more than 11% in early 1985. Thus, it’s important to have a view on this key question.

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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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Carson Wealth

MARCH 7, 2025

Labor market indicators suggest that layoffs remain low, despite announced cuts in federal government jobs. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. The Bloomberg U.S.

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James Hendries

JULY 6, 2022

A tax break from both state and federal governments is expected to give consumers approximately $30 of savings per month for one weekly fill-up. cents per gallon for the federal tax and 31 cents per gallon on average from state governments. The administration wants the federal tax holiday, which would take 18.4 IMPORTANT DISCLOSURES.

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James Hendries

NOVEMBER 8, 2022

This alone would be enough to give us a mixed government, where a party different from the president’s controls at least one Chamber of Congress. Historically, there are two key general takeaways from midterms: 1) Markets like them to be over and 2) Markets prefer mixed government. The first one is just a matter of time passing.

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