James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities. Click here to download a PDF of this report. Treasury yield hit a decade high 3.5%

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So it’s, 00:09:11 [Speaker Changed] You’ve become an enterprise, it’s 10 x what it once was in terms of headcount, it’s much bigger in terms of assets. Are you prudent?

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Before you joined Global X, you were an investment banker at Jefferies, you advised on M&A and divestitures and capital raises.  . Transcript: MiB: Luis Berruga, Global X ETFs.

Clients 162

Clients Investing Investments Management 162

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 Click here to download a PDF of this report. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230. IMPORTANT DISCLOSURES.

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. Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). IMPORTANT DISCLOSURES.

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. Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Midstream Marketing

SEPTEMBER 15, 2019

We’ve recently compiled a handy list of all the top financial advisor and wealth management blogs out there, as per traffic estimates from SEMRUSH. Many of these are written by registered investment advisors and similar professionals and all of them bring something unique to the table that is certainly worth a closer look.

Financial Advisor 52

Financial Advisor Wealth Management Certified Financial Planner Economics 52

James Hendries

AUGUST 3, 2022

Click here to download a PDF of this report. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. IMPORTANT DISCLOSURES.

Marketing 98

Marketing Marketing Economy Valuation 98

Midstream Marketing

DECEMBER 19, 2020

Financial advisors, RIAs and other professionals have always been looking for new ways to grow their assets under management, but over the last few months more of them than ever have been open to the idea that they now need to go digital. The image also has text, but nothing is repeated from the copy above.

Financial Advisor 52

Financial Advisor Advertising Financial Services Media 52

James Hendries

SEPTEMBER 13, 2022

Click here to download a PDF of this report. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Home Sales Fall (Again).

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JULY 26, 2022

Click here to download a PDF of this report. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Manufacturing Banking 52

James Hendries

OCTOBER 11, 2022

In addition, a major structural re-organization is in the planning stages that will involve sales of assets and spinning off parts of the international business. Click here to download a PDF of this report. Investing involves risks including possible loss of principal. billion of debt securities. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Banking Government 52

James Hendries

OCTOBER 25, 2022

Click here to download a PDF of this report. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economics Economy 52

James Hendries

AUGUST 30, 2022

Click here to download a PDF of this report. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Numbers 52

James Hendries

AUGUST 15, 2022

We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Click here to download a PDF of this report. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

NOVEMBER 1, 2022

Click here to download a PDF of this report. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

SEPTEMBER 7, 2022

Click here to download a PDF of this report. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Home Sales Fall (Again).

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

AUGUST 15, 2022

Click here to download a PDF of this report. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economy Valuation 52

Indigo Marketing Agency

APRIL 23, 2020

I’m a former investment advisor representative with LPL Financial. I have a degree in economics, an MBA in marketing, I’m a lecturer at UCLA extension, and at Indigo marketing we work with 165 top independent financial advisors to do their marketing for them. Ask about their other assets, or if they need any help.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

James Hendries

SEPTEMBER 20, 2022

Click here to download a PDF of this report. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Banking Economy 52

James Hendries

OCTOBER 4, 2022

Click here to download a PDF of this report. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economy Economics 52

Clever Girl Finance

AUGUST 2, 2023

Invest Investors understand one of the most common ways to make passive income. Learning how to start investing in assets that will make you more money is a great way to earn passive income. You can begin with any of these using Robo-advisors or an investment advisor.

Accounting 96

Accounting Advertising License Investing 96

The Big Picture

MARCH 25, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And you had the great insight and business acumen to tap out of Bear Stearns in 2007 with all of those options that you had and exercise the options, sell them and launch your shortness, the asset management.

Management 147

Management Numbers Investing Investments 147

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. RAMPULLA: They paid off of assets under management.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

NOVEMBER 15, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. That is a mug’s game, right?

Management 278

Management Assets Portfolio Investing 278

Tucker Advisors

AUGUST 9, 2021

According to the Department of Labor’s (DOL) website, the identification of a fiduciary follows ERISA standards and the five-part DOL test, based on the assumption that anyone who offers investment advice for a fee, commission or other compensation, will be regarded as a fiduciary. Download Your Free Referral Marketing Guide.

Financial Advisor 52

Financial Advisor License Clients Insurance 52

The Big Picture

APRIL 25, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And the fervor in which these firms, private capital, has been chasing investment advisors. They’re almost a billion dollars in assets. HAMBURGER: Those are pioneers.

Compliance 162

Compliance Clients Wealth Management Management 162

James Hendries

JULY 6, 2022

Money market assets are also nearly $1 trillion above December 2019 levels. Click here to download a PDF of this report. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. households held $3.2

Marketing 52

Marketing Marketing Valuation Economy 52

Cordant Wealth Partners

DECEMBER 11, 2022

Free Resources: Pension: Lump Sum vs. Monthly Income [Excel download]. Pension: Lump Sum vs. Monthly Income [Flowchart; pdf download]. Checklist; pdf download]. Like so many wealth management decisions, your Pension benefit must be made in light of one’s goals, objectives, other assets and income sources, and risk tolerance.

Planning 52

Planning Risk Tolerance Retirement Accounting 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Large Cap Stocks were the best performing asset class of all nine categories three times and finished second twice. Large Cap was the next asset class under these foreign blue chips. Large caps gained and both international stock asset classes lost ground. jigawatts of investing power (and volatility)!

Assets 59

Assets Investing Investments Marketing 59

Indigo Marketing Agency

OCTOBER 25, 2019

He’s the founder of Carson Group Holdings, he has grown Carson Group to over $15 billion in assets under advisement, he’s a New York Times bestselling author of Avalanche and The Sustainable Edge. How can advisors prepare 5 or 10 years out to sell their firms? What are you looking forward to in our industry and for advisors out there?

Clients 52

Clients Financial Advisor Planning Numbers 52

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. RITHOLTZ: Sure.

Management 222

Management Investing Investments Assets 222

The Big Picture

JULY 29, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. For people may who may not know the acronym, tell us about the portal that is the client’s interface with their own assets and portfolios, regardless of what platform they’re on.

Clients 147

Clients Portfolio Financial Advisor Investing 147

James Hendries

NOVEMBER 8, 2022

Barry Gilbert , PhD, CFA, Asset Allocation Strategist, LPL Financial. Click here to download a PDF of this report. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Government Banking 52