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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Clever Girl Finance

OCTOBER 8, 2024

If you are unsure about making investment decisions or have specific concerns, I definitely recommending educating yourself by reading investing books or speaking with a licensed financial advisor for specific investment advice. It’s really important to understand the costs that come with your investment choices.

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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. Insurance products are offered through LPL or its licensed affiliates.

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Assets Marketing Marketing Asset Allocation 52

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.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

NOVEMBER 3, 2022

Asset allocation does not ensure a profit or protect against a loss. Insurance products are offered through LPL or its licensed affiliates. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non diversified portfolio. Diversification does not protect against market risk.

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Trade Brains

SEPTEMBER 26, 2024

Indian households traditionally invested most savings in physical assets. However, financial asset allocation increased recently. Regulatory approvals: NSE’s business heavily relies on obtaining and renewing statutory approvals, licenses, and permissions.

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Cordant Wealth Partners

SEPTEMBER 8, 2022

Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. These include: MOL Corporation Microsoft Online, Inc. Vexcel Corporation Microsoft Payments, Inc.

Retirement Planning 52

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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 Insurance products are offered through LPL or its licensed affiliates. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230.

Portfolio 52

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. Insurance products are offered through LPL or its licensed affiliates. The belief by the Fed that short-term interest rates need to continue to go higher and stay there pushed Treasury yields higher during the month.

Portfolio 52

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. Insurance products are offered through LPL or its licensed affiliates. Core bonds, as measured by the Bloomberg Aggregate Bond index, lost 2.8%

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 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. Insurance products are offered through LPL or its licensed affiliates.

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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. For example, the largest S&P 500 ETF had the highest average daily trade volume of US-listed securities in 2021, at $31 billion USD.2

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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.

Marketing 52

Marketing Marketing Asset Allocation 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. Asset allocation does not ensure a profit or protect against a loss. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Communication 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. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Asset Allocation 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. Insurance products are offered through LPL or its licensed affiliates. LPL Research’s $220 S&P 500 earnings per share forecast at the start of the year looks spot on—consensus is now calling for $220.30

Marketing 52

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WiserAdvisor

NOVEMBER 21, 2022

Unlike the average investor or other financial professionals, a CFP is a licensed expert in areas like estate planning, taxes, retirement, insurance, and investment planning. Equally important for sustaining their license is the professional conduct of the CFP, which is subjected to great scrutiny by the Board.

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Certified Financial Planner Financial Planner CFP Financial Planning 40

James Hendries

JULY 3, 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. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Banking Valuation 52

James Hendries

AUGUST 15, 2022

We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Insurance products are offered through LPL or its licensed affiliates. Conclusion. However, after a 13% bounce in the S&P 500 off the June 16 low, there is no doubt the risk-reward has become less favorable.

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Marketing Marketing Economy Valuation 52

Tucker Advisors

NOVEMBER 3, 2021

1 way for retirees to worry less about inflation is to get their asset allocation right. A balanced retirement portfolio should have growth assets and income-producing assets. How those asset allotments figure into a sound retirement plan is different for everyone. to 6% in interest.”. The New York Times .

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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. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd.,

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The Big Picture

AUGUST 20, 2024

We were one of the last to get what’s called a value added license to the compus stat database. And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value. That actually is exactly what we ended up doing. Otherwise, why not just buy passive?

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Assets Management Portfolio Marketing 174

Brown Advisory

SEPTEMBER 22, 2017

based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market. Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." Cavium, a U.S.-based Harvard Business School Working Paper 15 (73). Podkaminer, E.

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

based provider of high- end integrated processors, has licensed ARM’s designs for greater efficiency and functionality in the server market. Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation." Cavium, a U.S.-based Harvard Business School Working Paper 15 (73). Podkaminer, E.

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Portfolio Investing Investments Management 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.

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Random Roger's Retirement Planning

DECEMBER 24, 2024

To address the premise of the Yahoo article, this is an asset allocation question. If you have the correct asset allocation, there's probably nothing to change in the face of a 3% move in the stock market, regardless of direction.

Retirement Planning 40

Retirement Planning Retirement Planning Asset Allocation 40

James Hendries

JULY 6, 2022

For more risk-tolerant investors or investors with neutral positioning, we would consider increasing equity allocations slightly, as the LPL Research Strategic and Tactical Asset Allocation Committee (STAAC) has done in July as more evidence that the market’s bottoming process is progressing has emerged. IMPORTANT DISCLOSURES.

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The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. Would you license these models to me? I’m a broke college student who needs some beer money. Oh yeah, for sure. It’s a bit of a mouthful.

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The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? Talk to people who try and get licensed to do insurance things, or if there’s a failure to pay out a policy in the litigation that follows. MORGENSON: This is a really, really crucial question for the whole private equity industry.

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Insurance Healthcare Retail Medicine 148

James Hendries

NOVEMBER 8, 2022

Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. Insurance products are offered through LPL or its licensed affiliates. Polls and models don’t cast ballots, people do, and the models have always been more uncertain than they are given credit for. Our best advice: Just go and vote.

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Marketing Marketing Government Banking 52