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

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 3, 2022

Click here to download a PDF of this report. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES. Investing involves risks including possible loss of principal.

Marketing 98

Marketing Marketing Economy Valuation 98

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

Tucker Advisors

SEPTEMBER 27, 2021

High Profile Use of Annuities Download. Macy’s purchases annuity to transfer $256 million in pension assets” Pensions & Investments; Sept. Insurance-only agents are not licensed to offer investment advice. Free Guide: High Profile Use of Annuities. Corporations Move Pensions into Annuities with Insurance Firms. References.

Insurance 52

Insurance Banking Financial Advisor Investing 52

James Hendries

SEPTEMBER 13, 2022

Click here to download a PDF of this report. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. You may also be interested in: September’s Calendar Cruelty for Stocks – September 6, 2022.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JULY 26, 2022

Click here to download a PDF of this report. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. IMPORTANT DISCLOSURES. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Manufacturing Banking 52

Tucker Advisors

SEPTEMBER 8, 2021

High Profile Use of Annuities Download. While your annuity will not experience outsized growth, the vehicle has no downside risk, which makes it appropriate for an income-producing asset where moderate gains that never experience a market loss are sufficient. Insurance-only agents are not licensed to offer investment advice.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

Tucker Advisors

OCTOBER 18, 2021

Download Client Appreciation Guide. Campaigns can hold multiple assets. We suggest articles and downloads that will allow them to educate themselves on a topic specific to them and your business. Download Client Appreciation Guide. Insurance-only agents are not licensed to offer investment advice. Neil Patel.

Advertising 52

Advertising Media Retirement Financial Advisor 52

Clever Girl Finance

AUGUST 2, 2023

Learning how to start investing in assets that will make you more money is a great way to earn passive income. Printables are those adorable print-outs you can download and use for just about anything. License some music Are you musically talented? Licensing your music is one of the hobbies that make money.

Accounting 91

Accounting Advertising License Investments 91

James Hendries

OCTOBER 25, 2022

Click here to download a PDF of this report. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. Pockets of Vulnerability Magnified by Monetary Policy – October 10, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economics Economy 52

Good Financial Cents

FEBRUARY 24, 2023

It’s estimated that Webull has more than 12 million users and over $40 billion in Assets Under Management (AUM). The form can be downloaded from the Webull app. To verify your identity, Webull may ask for copies of your driver’s license, passport, or other information as necessary. Yes, Webull is 100% legitimate.

Investing 96

Investing Investments Commission Accounting 96

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

Marketing 52

Marketing Marketing Banking Government 52

James Hendries

AUGUST 30, 2022

Click here to download a PDF of this report. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. In a soft-ish landing scenario, perhaps a 50% probability at this stage, we see upside to that target range.

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

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

NOVEMBER 1, 2022

Click here to download a PDF of this report. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. Low Bar for Earnings Season Brings Third Quarter Expectations Down – October 17, 2022.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

SEPTEMBER 7, 2022

Click here to download a PDF of this report. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. You may also be interested in: Earnings Recap: Still Hanging In There – August 29, 2022.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

AUGUST 15, 2022

Click here to download a PDF of this report. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. But that doesn’t change our belief that stocks have more room to run through year end and into 2023.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

SEPTEMBER 20, 2022

Click here to download a PDF of this report. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. You may also be interested in: Getting Jobs Market Back into Balance – September 12, 2022.

Marketing 52

Marketing Marketing Banking Economy 52

Brown Advisory

JANUARY 1, 2021

Download it here > What is Time? Charlie Munger and Warren Buffet regularly remind us that the longer we own an asset, the closer our internal rate of return (IRR) gets to the return on capital. The Global Leaders portfolio11 has a RoIC of approximately 25% which is three times the asset productivity of the benchmark.

Investing 52

Investing Investments Valuation Economics 52

The Big Picture

JANUARY 30, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The pivot into digital asset management and Betterment was a little bit of a surprise, but a lot of the skills are very transferrable and she’s really done a, a, a substantial job at Betterment.

Media 148

Media Wealth Management Investing Investments 148

James Hendries

OCTOBER 4, 2022

Click here to download a PDF of this report. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. You may also be interested in: Why It May Be Time to Take Advantage of Higher Yields – September 26, 2022.

Marketing 52

Marketing Marketing Economy Economics 52

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We have to pay attention to this, and we have to understand why this is potentially a risky asset.

Assets 174

Assets Management Portfolio Marketing 174

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. There are many disturbing parallels in today’s global economy.

Investing 52

Investing Investments Valuation Clients 52

Tucker Advisors

AUGUST 9, 2021

Download Your Free Referral Marketing Guide. Download The Guide. The advice will serve as a primary basis for investment decisions with respect to plan or IRA assets, and that. As an example, for advisors who qualify, Tucker Asset Management regularly hosts Series 65 Training Courses that advisors can take. Sources: 1.

Financial Advisor 52

Financial Advisor License Clients Insurance 52

The Big Picture

OCTOBER 24, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. They advise or directly manage about $250 billion in flying assets. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? ? ?. Transcript: Marta Norton.

Portfolio 130

Portfolio Management Assets Investing 130

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. They’re almost a billion dollars in assets. But for the advisor with a few hundred million of assets under management, they don’t need the scale. RITHOLTZ: Right?

Compliance 163

Compliance Clients Wealth Management Management 163

Good Financial Cents

OCTOBER 10, 2022

Money in a regular savings account is also FDIC-insured, so you won’t lose your assets. Real Estate Investment Trusts (REITS) are pooled investments that use physical real estate as an underlying asset, but there are other ways to invest in virtual real estate. According to the Bureau of the Fiscal Service at the U.S. Masterworks.

Accounting 69

Accounting Investments Investing Certification 69

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. References to markets, asset classes, and sectors are generally regarding the corresponding market index. Insurance products are offered through LPL or its licensed affiliates. households held $3.2

Marketing 52

Marketing Marketing Valuation Economy 52

The Big Picture

JUNE 18, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So we think of Fidelity as like this big giant stodgy asset manager. We over time had licensing and product development revenue. Erika Ayers Badan : Yeah, it was amazing. It was run by women.

Media 148

Media Food Advertising Investing 148

The Big Picture

MAY 30, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And so I remember Quincy told me, if you think you’re in the music business, and you don’t own music rights, publishing rights, licensing rights. Thank God it changed my life.

Banking 148

Banking Economics Business Planning Economy 148

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. KKR was the biggest with $400 million of assets and eight people. RITHOLTZ: My answer was, I’m 11, I don’t have a license plate, just give the kid a gallon of gas.

Investing 264

Investing Investments Numbers Banking 264

The Big Picture

OCTOBER 8, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 00:07:45 [Speaker Changed] My first gig was at Paramount Capital Asset Management. The transcript from this week’s, MiB: Vincent Aita of Cutter Capital on the DNA of Biotech Investing , is below.

Healthcare 148

Healthcare Medicine Portfolio Investing 148

The Big Picture

SEPTEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: (LAUGHTER) MILLER: But in reality, the buyers that zoomed out to the suburbs were largely from the rental market because they weren’t anchored to another asset.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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. Oh yeah, for sure.

Portfolio 148

Portfolio Management Marketing Marketing 148

The Big Picture

DECEMBER 26, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I’m sitting there like, man, I’m glad I’m not licensed yet, because, you know, the last thing I wanna do is, you know, get booted outta the business before I even start.

Marketing 163

Marketing Marketing Financial Advisor Clients 163