James Hendries

SEPTEMBER 8, 2022

Securities with credit ratings of BBB and above are considered investment grade. Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years. Insurance products are offered through LPL or its licensed affiliates.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

Securities with credit ratings of BBB and above are considered investment grade. Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates. It is expressed as a number of years. Insurance products are offered through LPL or its licensed affiliates.

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Portfolio Asset Allocation Taxes Investment Advisor 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. License some music. Licensing your music can make you some cash. Crowdfund real estate.

Advertising 111

Advertising Accounting Investing Investments 111

Inside Information

MARCH 29, 2023

I wrote the very first tech survey when Barry Vinocur, then editor of Investment Advisor magazine, discovered that I was keeping a running spreadsheet of the various tech solutions in the 1990s—because so many people were asking me about this or that program.

Medicine 40

Medicine Financial Planner Financial Planning License 40

James Hendries

AUGUST 30, 2022

The numbers. Some of the key numbers include: Estimates for S&P 500 earnings per share (EPS) growth coming into reporting season were around 4.1%. That number looks like it will end up at around 6.2%, according to FactSet estimates [Figure 1]. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

SEPTEMBER 13, 2022

Since last year, the number of part timers who would prefer a full time job is steadily declining. One risk is the high number of workers in temporary help services since these jobs often are the first to go during times of economic uncertainty. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

SEPTEMBER 7, 2022

Here are some numbers to illustrate the consistency of this seasonal pattern: Since 1950, the S&P 500 Index has averaged a 0.54% decline in September, the worst of all 12 months. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

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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 87

Accounting Advertising License Taxes 87

Sara Grillo

MARCH 13, 2023

Investors can play the spread any number of ways, but that is basically what keeps the ETF in line with its value. Phil holds the Chartered Alternative Investment Analyst (CAIA) designation and is the host of The ETF Experience and the Phil Bak Podcast. from the seller. There is a spread that is the hedging cost of the market maker.

Financial Advisor 59

Financial Advisor Assets Management License 59

James Hendries

JANUARY 20, 2023

A number of headwinds As was the case last quarter, corporate America faces several stiff headwinds this earnings season. The path to a sub-$220 number for S&P 500 EPS estimates this year, if we get there, will be gradual. Insurance products are offered through LPL or its licensed affiliates.

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Marketing Marketing Economy Banking 52

James Hendries

DECEMBER 4, 2022

Retail sales data from the Census Bureau (we focus on the Retail Sales excluding Food Service, Autos, Building Materials, and Gas Stations statistics) has shown year-over-year growth, slow from the average mid-teens numbers seen in 2021, to a still healthy upper-single digits number in 2022 [Figure 2].

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Retail Marketing Marketing Sales 52

James Hendries

OCTOBER 18, 2022

That means that the other 10 S&P sectors will likely see an earnings decline even if numbers come in better than expected, as they almost always do. While the pundits are mostly focused on what can go wrong this earnings season, there are several reasons to expect the numbers for this quarter to be decent. There are Some Positives.

Marketing 52

Marketing Marketing Valuation Economics 52

Midstream Marketing

FEBRUARY 13, 2021

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. The registry itself has two types of members – registered investment advisors and investment advisor representatives.

Financial Advisor 52

Financial Advisor Clients Assets Financial Services 52

James Hendries

JANUARY 13, 2023

When LPL Research released the Outlook 2022: Passing the Baton in December 2021, the team’s view was that the hit from inflation would be manageable and would therefore limit the number and magnitude of interest rate increases, enable the U.S. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

NOVEMBER 1, 2022

Expectations are the economic slowdown will become more pronounced, and as the lagged effect of cumulative rate hikes works its way into the broader economy, the unemployment rate will rise and the number of job openings will continue to fall. Insurance products are offered through LPL or its licensed affiliates. economy grew at a 2.6%

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Marketing Marketing Manufacturing Economy 52

International College of Financial Planning

AUGUST 2, 2021

Soft Skills – The role of a financial advisor goes beyond reading numbers, interpreting them, and offering advice to clients. A bachelor’s degree in the field of finance, law, business, accounting, or economics is the minimum qualification you need to be a financial advisor in India.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

James Hendries

JUNE 20, 2023

As such, we don’t think it will be long before official government numbers reflect the decrease in rent prices. 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.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

AUGUST 15, 2022

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

Marketing 52

Marketing Marketing Economy Valuation 52

Sara Grillo

DECEMBER 12, 2022

So when the advisor is not totally transparent with what their fee model is, not just the fees they are charging but any fees and costs overall, whether it is insurance products, whether it’s AUM fees, whether it’s fixed fees or hourly fees or a combination of all these…” – Scott Salaske. Doug Twiddy. I really don’t.” – Derek Robinett.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Zoe Financial

JUNE 6, 2023

Eye-opening and jaw-dropping reactions are expected when we look at the numbers related to high education over the last two decades. One of my clients enrolled in a university aviation program to get his pilot license. Again, check with your state or a financial advisor to see if this is a good strategy. Did You Know?

Education 40

Education Taxes Financial Advisor Planning 40

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. What do they have, 90000 plus CFPs?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

ClearMoney

DECEMBER 5, 2021

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. After a limited number of password attempts, a user can permanently lose access. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Commission 52

Commission Retail Sales Distribution 52

ClearMoney

SEPTEMBER 24, 2021

(Assuming an average 10% return, as the S&P 500 has returned historically, money invested in the stock market doubles every seven years.) You’re forgetting that diversification—spreading your investments across a large number of companies—is a powerful way to minimize risk. Fama and Kenneth R. 5 (2010): 1915–1947.

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Investments Investing Commission Financial Advisor 52

ClearMoney

JANUARY 4, 2022

In addition to the effective vaccines, markets were buoyed by a number of other positive developments, including strong corporate earnings and increased consumer demand. Concentrating your portfolio in a few hot stocks or cryptocurrencies—like focusing on any small number of holdings—can expose investors to substantial risk.

Marketing 52

Marketing Marketing Commission Government 52

ClearMoney

MARCH 1, 2022

Index construction rules are often designed to accommodate the mutual funds and exchange-traded funds (ETFs) tracking the indexes, reducing index turnover, for example, by limiting the number of rebalancing events and imposing thresholds on security weight changes. Dimensional Japan Ltd., and Dimensional Hong Kong Limited.

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Commission Distribution Asset Allocation Investments 52

ClearMoney

FEBRUARY 21, 2022

If imposed, they would add to sanctions on Russia that have been in place for a number of years. In another recent example, the US issued executive orders in 2020 and 2021 that prohibited US persons from investing in certain Chinese companies. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd.,

Commission 52

Commission Portfolio Government Distribution 52

ClearMoney

DECEMBER 14, 2021

This differentiates systematic investing from traditional indexing, which typically seeks to deliver market returns, and traditional active investing, which may seek outperformance by identifying so-called mispriced securities or timing markets. Decades of research on stock returns has produced a vast number of published factors.

Investments 52

Investments Investing Commission Distribution 52

ClearMoney

DECEMBER 5, 2021

General government debt tends to be a larger number than central government debt held by the public, as the former includes intragovernmental holdings and state and local government debt. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

2General government debt tends to be a larger number than central government debt held by the public, as the former includes intragovernmental holdings and state and local government debt. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Investments involve risks. Dimensional Japan Ltd.,

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Government Commission Economics Distribution 52

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space. They don’t.

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Compliance Clients Wealth Management Management 163

Good Financial Cents

APRIL 19, 2023

Invest in a Business Generate Passive Income With Time Investment (Effort Level: 3-5) 8. License Your Music 13. Invest in Real Estate Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency Roofstock Here’s another real estate platform for a little additional income.

Accounting 105

Accounting Investments Investing Media 105

ClearMoney

FEBRUARY 22, 2022

Morningstar further pointed out that if the performance of non-surviving tactical funds were included, the numbers would be even worse. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

James Hendries

JULY 6, 2022

President Biden’s approval rating has continued to decline amid higher inflation numbers, with a near perfect inverse correlation to gas prices. Securities and advisory services offered through LPL Financial (LPL), a registered inv estment advisor and broker -dealer (member FINRA/SIPC).

Marketing 52

Marketing Marketing Valuation Economy 52