James Hendries

DECEMBER 12, 2022

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

Clients 52

Clients Economy Investment Advisor License 52

Envision Wealth Planning

MARCH 17, 2022

Who is a Fiduciary Investment Adviser Representative? By contrast, the term investment advisor (also spelled as “adviser” see below) is a legal term that refers to an individual or company. In the investment industry, a true fiduciary works in the best interests of their clients. ” The Fiduciary Takeaway.

Certified Financial Planner 52

Certified Financial Planner Investments Investing Financial Planner 52

WiserAdvisor

JUNE 2, 2023

There are several kinds of financial advisors, including financial planners, retirement planners, portfolio managers, insurance agents, wealth managers, accountants, investment advisors, robo- advisors, stockbrokers, and more. Below are the different kinds of financial advisors you may choose from: 1.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

James Hendries

OCTOBER 4, 2022

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

Clients 52

Clients Investment Advisor Economy License 52

James Hendries

SEPTEMBER 8, 2022

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

Clients 52

Clients Investment Advisor License Economics 52

James Hendries

JULY 13, 2022

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

Clients 52

Clients Investment Advisor License Economy 52

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

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. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). We could see a retest of 3.5% over the next few months.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 15, 2022

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

Clients 52

Clients Marketing Marketing Valuation 52

ClearMoney

DECEMBER 5, 2021

Any asset subject to such sharp swings may be catnip for traders but of limited value either as a reliable medium of exchange (to replace cash) or as a risk-reducing or inflation-hedging asset in a diversified portfolio (to replace bonds). Assessing the merits of bitcoin as an investment can be problematic.

Commission 52

Commission Retail Sales Distribution 52

Sara Grillo

MARCH 13, 2023

Alternative asset classes, physical gold, different realms of fixed income, ETFs that use options strategies for downside protection, and other innovative ETFs may become more popular. The way an ETF trades, there is a value based intrinsically on the underlying assets. People say that ETFs are the Silicon Valley of asset management.

Financial Advisor 59

Financial Advisor Assets Management License 59

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 Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).

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. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

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. 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

Good Financial Cents

APRIL 19, 2023

The best way to start making passive income in investing in real estate. When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. Because you can invest as little as $10 into a company named Fundrise and start generating passive income asap. License Your Music 13.

Accounting 105

Accounting Investments Investing Media 105

James Hendries

SEPTEMBER 27, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. While we acknowledge that interest rates could move higher still, we think the risk/reward profile of adding to rate-sensitive fixed income assets has improved.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 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. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Economy Economics 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. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Commission 52

Commission Distribution Investments Investing 52

James Hendries

AUGUST 3, 2022

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

Marketing 98

Marketing Marketing Economy Valuation 98

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. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Midstream Marketing

FEBRUARY 13, 2021

One out of 10 is still an acceptable ROI when you’re talking about $500,000 in assets. At its core, Paladin Registry is a solution built to match up clients with pre-screened fiduciaries – in other words, financial advisor firms like yours. Here’s where I see Smart Asset working well. XY Planning Network.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 52

Cornerstone Financial Advisory

MAY 21, 2024

Taxpayers must report any income earned from hobbies, even if it does not involve a licensed business. Whether you can profit from appreciating the assets used in the activity. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 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. A Matter of Time.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 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 Investments 96

James Hendries

JULY 3, 2023

A Fed pause is likely coming soon, if it’s not already here, as inflation continues to ease, supporting the case for staying fully invested. 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.

Marketing 52

Marketing Marketing Banking Valuation 52

James Hendries

SEPTEMBER 13, 2022

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

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JULY 26, 2022

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

Marketing 52

Marketing Marketing Manufacturing Banking 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. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly.

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. Investing involves risks including possible loss of principal. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Asset Allocation 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. Value vs. Growth – Value Takes 2022.

Marketing 52

Marketing Marketing Asset Allocation Valuation 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. Investing involves risks including possible loss of principal.

Retail 52

Retail Marketing Marketing Sales 52

Sara Grillo

DECEMBER 12, 2022

This can get complicated when services are bundled and provided for one inclusive fee, which in certain cases (AUM advisors) is calculated off the amount of assets the advisor is managing. He holds multiple FINRA licenses and he is associated with The Leaders Group, and independent broker-dealer. Matt Pruitt, CFP®, CFA®.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 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. 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 Valuation 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. 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 Banking Government 52

James Hendries

OCTOBER 25, 2022

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

Marketing 52

Marketing Marketing Economics Economy 52

James Hendries

FEBRUARY 27, 2023

Another rating downgrade by a major rating agency would likely call into question use of Treasury securities as risk-free assets, which would have major financial implications globally. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly.

Marketing 52

Marketing Marketing Government Economy 52

James Hendries

JANUARY 31, 2023

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

Marketing 52

Marketing Marketing Valuation Insurance 52