James Hendries

AUGUST 23, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). A slowing housing market could also impact consumer spending through secondary wealth effects. IMPORTANT DISCLOSURES.

Marketing 98

Marketing Marketing Sales Economy 98

Diamond Consultants

JUNE 23, 2022

When it comes to freedom and control, there are key differences between the independent broker dealer (IBD) and registered investment advisor (RIA) spaces that every advisor should be aware of. Download it -> The Independent Advisor’s “Gut Check”. Download it -> Updated June 23, 2022.

Financial Services 52

Financial Services Recruitment Clients Investment Advisor 52

James Hendries

AUGUST 15, 2022

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

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Cornerstone Financial Advisory

MARCH 13, 2023

The experience works on your computer, but you can also download the app to experience Google Arts & Culture on the move. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm.

Marketing 59

Marketing Marketing Economics Taxes 59

Trade Brains

AUGUST 19, 2022

Trade brains blog is focused to teach stock market investing and personal finance to the DIY (do-it-yourself) Investors. You can also learn about stock market investing in Trade Brains’ recently launched android mobile app. Here’s the link to download the app on the play store. Get Money Rich (GMR). Stable Investor.

Marketing 59

Marketing Marketing Investments Investing 59

James Hendries

NOVEMBER 15, 2022

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). 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

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). The STAAC Committee’s revised S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to earnings ratio of 17.5

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

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

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

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

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 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

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]. Looking at multiple different scenarios (by year and investment returns) you can determine the scenarios you would be better off taking the lump sum and investing it.

Planning 52

Planning Risk Tolerance Retirement Accounting 52

Cornerstone Financial Advisory

JULY 18, 2022

Download Publication 584, Casualty, Disaster, and Theft Loss Workbook to figure out your loss on business and income-producing properties in the event of a natural disaster. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

James Hendries

AUGUST 3, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). We continue to recommend an overweight allocation to equities and underweight to fixed income relative to investors’ targets, as appropriate.

Marketing 98

Marketing Marketing Economy Valuation 98

Good Financial Cents

JUNE 11, 2023

In stark contrast, Personal Capital is an investment advisor. This is absolutely key with any financial advisor you talk to, whether in person or online. Mobile App Personal Capital’s mobile app is a free feature that can be downloaded on Apple iPhone, iPad, Apple Watch and Android. Is Personal Capital for Me?

Management 80

Management Investments Investing Accounting 80

Diamond Consultants

AUGUST 9, 2022

When it comes to freedom and control, there are key differences amongst the independent broker dealer (IBD) and registered investment advisor (RIA) spaces that every advisor should be aware of. Download-> IBD: A Comparison Fact Sheet.

Compliance 59

Compliance Recruitment Clients Retirement 59

Good Financial Cents

AUGUST 5, 2022

Public.com is the investing platform that helps people become better investors. Download Now Offer valid for U.S. Most investment advisors recommend holding your investment positions through market downturns. Public.com is the investing platform that helps people become better investors. Ads by Money.

Accounting 102

Accounting Portfolio Investments Investing 102

Midstream Marketing

DECEMBER 19, 2020

If you’re looking for a clear cut example on how to properly execute a Facebook ad campaign in the modern era, Fisher Investments would undoubtedly be it. This ad, for example, is built with a clear purpose: it’s attempting to get people to download a "15-Minute Retirement Plan" eBook.

Financial Advisor 52

Financial Advisor Advertising Financial Services Media 52

James Hendries

SEPTEMBER 13, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). You may also be interested in: September’s Calendar Cruelty for Stocks – September 6, 2022. Home Sales Fall (Again). IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JULY 26, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). The Fed is widely expected to raise rates by 75 basis points in July and then downshift rate hikes to increments of 50 and 25 basis points.

Marketing 52

Marketing Marketing Manufacturing Banking 52

James Hendries

OCTOBER 25, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Pockets of Vulnerability Magnified by Monetary Policy – October 10, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economics Economy 52

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 actually you might remember I started the first online investment advisor called Net Folio. The transcript from this weeks,MiB: Jim O’Shaughnessy on Infinite Wisdom, is below.

Management 147

Management Numbers Investments Investing 147

James Hendries

AUGUST 30, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). In a soft-ish landing scenario, perhaps a 50% probability at this stage, we see upside to that target range. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Valuation Numbers 52

Clever Girl Finance

DECEMBER 21, 2022

There are also mutual funds, exchange-traded funds, and index funds that you can continually invest in, in order to get a large profit later. You can begin with any of these using Robo-advisors or an investment advisor. Printables are those adorable print-outs you can download and use for just about anything.

Advertising 111

Advertising Accounting Investments Investing 111

James Hendries

NOVEMBER 1, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). Low Bar for Earnings Season Brings Third Quarter Expectations Down – October 17, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

OCTOBER 11, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). You may also be interested in: Markets on Watch as Xi Jinping’s Influence to Be Tested in October – October 3, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Banking Government 52

James Hendries

SEPTEMBER 7, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). You may also be interested in: Earnings Recap: Still Hanging In There – August 29, 2022. Home Sales Fall (Again). What’s Next? – August 22, 2022.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

AUGUST 15, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). But that doesn’t change our belief that stocks have more room to run through year end and into 2023. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economy Valuation 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.   The transcript from this week’s, MiB: Brian Hamburger, MarketCounsel , is below.

Compliance 162

Compliance Clients Wealth Management Management 162

James Hendries

AUGUST 15, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). IMPORTANT DISCLOSURES. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

SEPTEMBER 20, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). You may also be interested in: Getting Jobs Market Back into Balance – September 12, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Banking Economy 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

There are really only two key ingredients for this: Diversification across asset classes AND geographies Time in the market, NOT timing the market There are special tools at the disposal of your investment advisor, such as direct indexing strategies that utilize tax loss harvesting to defray some tax costs of gaining more geographic diversification.

Assets 59

Assets Investing Investments Marketing 59

James Hendries

OCTOBER 4, 2022

Click here to download a PDF of this report. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC). You may also be interested in: Why It May Be Time to Take Advantage of Higher Yields – September 26, 2022. IMPORTANT DISCLOSURES.

Marketing 52

Marketing Marketing Economy Economics 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. So this is a simple CRM system that’s just for the business of being a financial advisor.

Management 222

Management Investments Investing Assets 222

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. Becoming the “Go-To Expert” in your niche 3.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Clever Girl Finance

AUGUST 2, 2023

Other investing opportunities There are also mutual funds, exchange-traded funds (ETFs), and index fund investing that you can continually invest in, in order to get a large profit later. You can begin with any of these using Robo-advisors or an investment advisor.

Accounting 84

Accounting Advertising License Investments 84

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.

Management 278

Management Assets Portfolio Investments 278

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.  . Transcript: MiB: Luis Berruga, Global X ETFs. The transcript from this week’s, MiB: Luis Berruga, CEO, Global X ETFs , is below.

Clients 162

Clients Investments Investing Management 162