James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Securities with credit ratings of BBB and above are considered investment grade. It is expressed as a number of years. Core bonds, as measured by the Bloomberg Aggregate Bond index, lost 2.8%

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James Hendries

DECEMBER 4, 2022

Retail sales data from the Census Bureau (we focus on the Retail Sales excluding Food Service, Autos, Building Materials, and Gas Stations statistics) has shown year-over-year growth, slow from the average mid-teens numbers seen in 2021, to a still healthy upper-single digits number in 2022 [Figure 2].

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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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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. Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities. According to the report, annual inflation-adjusted U.S.

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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. Looking back over the 30 years beginning in 1985, a number of factors contributed to the strong performance of equities. According to the report, annual inflation-adjusted U.S.

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Brown Advisory

MARCH 26, 2020

We have been talking with an increasing number of clients about this topic recently, and wanted to share some basic concepts related to tax loss harvesting. Note that any decision to harvest losses is highly dependent on factors specific to your situation, and should only be made after consultation with tax and investment advisors.

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Brown Advisory

MARCH 26, 2020

We have been talking with an increasing number of clients about this topic recently, and wanted to share some basic concepts related to tax loss harvesting. Note that any decision to harvest losses is highly dependent on factors specific to your situation, and should only be made after consultation with tax and investment advisors.

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WiserAdvisor

DECEMBER 29, 2022

Apart from professional degrees, investment formulas and strategies are rarely taught in schools and colleges. While there are a number of investment and personal finance formulas out there that can help you, it is recommended to start with the basics. A positive number reflects a healthy cash flow. Rule of 72.

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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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International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

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Brown Advisory

SEPTEMBER 29, 2020

Endowment and Foundation Challenges: Managing Charitable Gift Annuities ajackson Tue, 09/29/2020 - 14:00 The charitable gift annuity is one of a number of donor-friendly solutions that nonprofit institutions can offer to donors. Other factors to consider include: The targeted residuum (i.e.,

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Brown Advisory

SEPTEMBER 29, 2020

The charitable gift annuity is one of a number of donor-friendly solutions that nonprofit institutions can offer to donors. It is critically important that each charity and its investment advisors select an investment plan appropriate for the charity’s specific circumstances and preferences. Tue, 09/29/2020 - 14:00.

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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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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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James Hendries

JANUARY 13, 2023

When LPL Research released the Outlook 2022: Passing the Baton in December 2021, the team’s view was that the hit from inflation would be manageable and would therefore limit the number and magnitude of interest rate increases, enable the U.S. economy to avoid recession, and support above-average valuations.

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James Hendries

AUGUST 15, 2022

We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Stock valuations are higher but bond yields are still low enough to support valuations with the 10-year Treasury yield well under 3% despite the big jobs number.

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ClearMoney

JANUARY 4, 2022

In addition to the effective vaccines, markets were buoyed by a number of other positive developments, including strong corporate earnings and increased consumer demand. Concentrating your portfolio in a few hot stocks or cryptocurrencies—like focusing on any small number of holdings—can expose investors to substantial risk.

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ClearMoney

MARCH 1, 2022

Index construction rules are often designed to accommodate the mutual funds and exchange-traded funds (ETFs) tracking the indexes, reducing index turnover, for example, by limiting the number of rebalancing events and imposing thresholds on security weight changes.

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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.

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James Hendries

JULY 6, 2022

President Biden’s approval rating has continued to decline amid higher inflation numbers, with a near perfect inverse correlation to gas prices. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Click here to download a PDF of this report.

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Tobias Financial

NOVEMBER 4, 2024

Each horizontal dash represents one month, and each vertical bar shows the cumulative number of months for which returns were within a given 1% range (e.g., The graphic below shows the frequency of monthly returns (expressed in 1% increments) for a broad-market index of US stocks from January 1926–December 2023.

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