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. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Retail 52

Retail Marketing Marketing Sales 52

James Hendries

JUNE 20, 2023

Despite the reference to 2007, our baseline is the economic slowdown does not produce another “2008,” yet investors should anticipate some volatility as the economic outlook remains cloudy. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Economy Communication 52

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. That paper refers back to the foundational literature of Bill Sharp, who wrote the famous paper in 1991. So what you’re referring to is broadly called the Grossman Stig Paradox. It’s changing that price behavior.

Assets 173

Assets Management Portfolio Taxes 173

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

Retirement Planning Retirement Planning Taxes 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

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

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. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

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. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. Conclusion.

Marketing 52

Marketing Marketing Economy Valuation 52

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.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40

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. Our comments in this article specifically refer to the use of sustainable investment principles to drive better returns. Cavium, a U.S.-based Hammond, and W. Can Alpha Be Captured By Risk Premia?"

Portfolio 52

Portfolio Investments Investing 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. Our comments in this article specifically refer to the use of sustainable investment principles to drive better returns. References. Cavium, a U.S.-based Hammond, and W. Springsteel.

Portfolio 52

Portfolio Investments Investing Management 52

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.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

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. Dimensional” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. Dimensional Japan Ltd.,

Commission 52

Commission Distribution Asset Allocation Investments 52

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.,

Marketing 52

Marketing Marketing Commission Government 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.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

James Hendries

JULY 6, 2022

For instance copper, often referred to as Dr. Copper for its ability to forecast economic conditions, just hit its lowest level since February 2021. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

NOVEMBER 8, 2022

Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. Our best advice: Just go and vote.

Marketing 52

Marketing Marketing Government Banking 52