Cornerstone Financial Advisory

NOVEMBER 20, 2023

Whether you can expect to make a future profit from the appreciation of the assets used in the activity. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 105

Marketing Marketing Taxes Economics 105

Truemind Capital

JANUARY 22, 2024

The success of any investment decision regarding a sector/theme is based on the two most important fundamentals: 1. One way to minimize disappointment is by investing in a staggered manner over a period of at least 5 years. Some emotions are priceless but there is no place for emotions in successful investing.

Investing 52

Investing Investments Asset Allocation Fee Only 52

Steve Sanduski

AUGUST 22, 2023

Guest: John Furey , Founder and Managing Partner of Advisor Growth Strategies. John also created the Alliance for Registered Investment Advisors , a think tank including seven of the most successful firms that are dedicated to improving the RIA industry through a culture of continuous learning and sharing.

Strategic Planning 52

Strategic Planning Valuation Investment Advisor Communication 52

James Hendries

NOVEMBER 3, 2022

The market is always forward-looking, and asset prices tend to reflect what may happen months or quarters ahead. As we look ahead, the months of November and December have historically been constructive for asset prices. Investing involves risks including possible loss of principal.

Clients 52

Clients Asset Allocation Investment Advisor Economics 52

Truemind Capital

SEPTEMBER 10, 2019

Quality investment management is much more than selecting schemes from star-rating websites or buying a stock based on little insights. Given these requirements, hiring an investment manager can make a significant difference in your financial wellbeing and peace of mind. Unchecked conflict of interest can ruin your investment returns.

Investing 52

Investing Investments Asset Allocation Fiduciary Duty 52

James Hendries

AUGUST 3, 2022

We still expect a growing economy, steady, if not solid, earnings gains ahead, and stable interest rates to fuel higher stock prices, although further gains will be more difficult to achieve given the time it will take for inflation to come down enough for the Fed to more strongly signal a pause and higher valuations.

Marketing 98

Marketing Marketing Economy Valuation 98

James Hendries

AUGUST 15, 2022

Market-based interest rates those not controlled by the Fed—have come down quite a bit, supporting stock valuations. But we believe the combination of low valuations, lower interest rates, prospects for lower inflation, and the possibility that the Fed signals a pause over the upcoming months tip the scales toward the bulls.

Clients 52

Clients Marketing Marketing Valuation 52

James Hendries

JANUARY 13, 2023

economy to avoid recession, and support above-average valuations. The relationship between inflation and stock valuations is a strong one, as shown in Figure 2 , which meant the market could no longer support price-to-earnings (P/E) ratios over 20 (the same goes for the relationship between interest rates and stock valuations).

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

MARCH 6, 2023

Higher interest rates are challenging stock valuations and perhaps pushing the gains further out in 2023, but we still see solid potential for double-digit returns for stocks this year. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly.

Marketing 52

Marketing Marketing Economy Economics 52

Cornerstone Financial Advisory

JUNE 19, 2023

Butler 3 Facts About Capital Gains When you sell a capital asset, like an investment or a piece of property, the sale can result in a capital gain or loss. The Internal Revenue Service (IRS) defines a capital asset as “almost anything you own for personal use or own as an investment.” a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

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

Brown Advisory

NOVEMBER 29, 2016

Alternatively, nonprofits can boost potential portfolio returns, which often means tolerating more risk and illiquidity, through a recalibration of asset allocation— the single biggest driver of long-term gains. We have found the following four steps helpful for nonprofits seeking bigger returns: Review investment policy.

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 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. It is also a major component used to calculate the price-toearnings valuation ratio.

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. It is also a major component used to calculate the price-toearnings valuation ratio. We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

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

Cornerstone Financial Advisory

JANUARY 3, 2023

The December report showed the confidence of large asset managers in investing in risk assets, like stocks, has dropped over the past two months, explaining, in part, why stocks may have struggled of late. Registered Representative, Securities offered through Cambridge Investment Research, Inc.,

Marketing 59

Marketing Marketing Taxes Economics 59

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. Increasing the discount rate, which lowers the present value of future cash flows, and company valuations. large cap S&P 500 Index.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Ballast Advisors

SEPTEMBER 5, 2024

Navigating the complexities of estate planning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to their wishes. Techniques such as swapping assets with a higher basis out of the estate can help achieve this objective effectively.

Estate Planning 40

Estate Planning Taxes Planning Tax Planning 40

The Big Picture

DECEMBER 6, 2022

Before you joined Global X, you were an investment banker at Jefferies, you advised on M&A and divestitures and capital raises. And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. What percentage of the assets are in ETFs relative to mutual funds?

Clients 163

Clients Investments Investing Management 163

Cornerstone Financial Advisory

APRIL 17, 2023

As a business owner, you will need to keep track of supporting documents such as: Purchases Sales Payroll Sales slips Paid bills Invoices Receipts Deposit slips Canceled checks Travel, transportation, entertainment, and gift expenses Assets Keeping your records well-organized will save you time, effort, and money.

Marketing 59

Marketing Marketing Medical Economics 59

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 Investments Investing Marketing 59

James Hendries

JULY 3, 2023

Investment Conclusion Stocks have celebrated the newly minted bull market, closing out one of the best first halves for the S&P 500 in recent decades, up 15.9%, and a third consecutive quarterly gain over 7%. Investing involves risks including possible loss of principal. economy and corporate America have has been impressive.

Marketing 52

Marketing Marketing Banking Valuation 52

Validea

NOVEMBER 16, 2022

Paul Britton of Capstone Investment Advisors: Prepare for persistent volatility, as interest rates will continue to roil the markets. Valuations are still high, despite rampant inflation and an economic slowdown.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

James Hendries

DECEMBER 4, 2022

Retailer valuations have also taken a hit, as the forward (next 12 months) P/E multiple has contracted ~20% year to date, from ~27x to ~22x currently. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

Retail 52

Retail Marketing Marketing Sales 52

Cornerstone Financial Advisory

MARCH 6, 2023

The IRS considers various circumstances when reviewing OIC applications, including the applicant’s: Income Expenses Asset equity There is also an application to apply for an OIC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

James Hendries

OCTOBER 18, 2022

But overall, we would expect modest estimate cuts to be received positively by markets, supported by lower valuations and depressed investor sentiment. rather than 4%) could prop up valuations, stocks will likely take their cues from earnings in the near term. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Valuation Economics 52

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 It is also a major component used to calculate the price-toearnings valuation ratio. 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. It is also a major component used to calculate the price-toearnings valuation ratio. 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

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. It is also a major component used to calculate the price-toearnings valuation ratio. Core bonds, as measured by the Bloomberg Aggregate Bond index, lost 2.8%

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Brown Advisory

AUGUST 1, 2019

Roth and traditional IRAs both provide tax-free growth on invested assets to account owners, but the two options also differ in a variety of ways. In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

Roth and traditional IRAs both provide tax-free growth on invested assets to account owners, but the two options also differ in a variety of ways. In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again.

Planning 52

Planning Distribution Taxes Accounting 52

James Hendries

AUGUST 15, 2022

We maintain our preference for equities over fixed income and cash in our recommended tactical asset allocation. Stock valuations are higher but bond yields are still low enough to support valuations with the 10-year Treasury yield well under 3% despite the big jobs number. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Valuation 52

Validea

NOVEMBER 18, 2022

Paul Britton of Capstone Investment Advisors: Prepare for persistent volatility, as interest rates will continue to roil the markets. Valuations are still high, despite rampant inflation and an economic slowdown.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

James Hendries

AUGUST 30, 2022

In our Midyear Outlook 2022: Navigating Turbulence , released back in mid-July, we wrote that it was tough to see the bull case through the cloud cover, but that an improved macroeconomic environment may set the stage for higher valuations, further earnings growth, and solid gains for stocks over the rest of the year.

Marketing 52

Marketing Marketing Valuation Economics 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. All index data from FactSet.

Marketing 52

Marketing Marketing Economy 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. Investing involves risks including possible loss of principal. All index data from Bloomberg.

Marketing 52

Marketing Marketing Valuation Asset Allocation 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