James Hendries

MARCH 13, 2023

However, the pressure on valuations from higher interest rates, which have made bonds attractive alternatives, led to the Committee’s recent decision to reduce the size of the overweight from 5 points to 3. But valuations strongly favor value over growth. The S&P 600 small cap index has returned about 1.5%

Assets 52

Assets Marketing Marketing Asset Allocation 52

James Hendries

AUGUST 15, 2022

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

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

NOVEMBER 15, 2022

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

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

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

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

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

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

JULY 13, 2022

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

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Sara Grillo

NOVEMBER 14, 2022

He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Should advisors go to hell before selling an annuity?

Insurance 59

Insurance Retirement Financial Advisor License 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. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Valuation Economics 52

James Hendries

JUNE 26, 2023

Investment Outlook Stocks have had a strong rally over the past eight months to establish a new bull market. With the broad market overbought in the short-term from a technical analysis perspective and valuations elevated, stocks may be due for a pause. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

James Hendries

SEPTEMBER 13, 2022

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Valuation 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

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%. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

Marketing 52

Marketing Marketing Banking Valuation 52

James Hendries

OCTOBER 25, 2022

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

Marketing 52

Marketing Marketing Economics Economy 52

Cornerstone Financial Advisory

MAY 21, 2024

Taxpayers must report any income earned from hobbies, even if it does not involve a licensed business. 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 52

Marketing Marketing Taxes Economics 52

James Hendries

NOVEMBER 15, 2022

Growth stocks typically trade at higher valuations on the premise that an investor is buying a company now that will grow to be a much larger company, producing higher levels of cash and profit in the future. Increasing the discount rate, which lowers the present value of future cash flows, and company valuations.

Marketing 52

Marketing Marketing Asset Allocation Valuation 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. It is also a major component used to calculate the price-to-earnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Valuation 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. It is also a major component used to calculate the price-to-earnings valuation ratio. Insurance products are offered through LPL or its licensed affiliates.

Retail 52

Retail Marketing Marketing Sales 52

James Hendries

JANUARY 31, 2023

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from Bloomberg.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

NOVEMBER 22, 2022

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from Bloomberg.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

NOVEMBER 1, 2022

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

Marketing 52

Marketing Marketing Manufacturing Economy 52

James Hendries

OCTOBER 11, 2022

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

Marketing 52

Marketing Marketing Banking Government 52

James Hendries

SEPTEMBER 7, 2022

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

JUNE 20, 2023

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

JANUARY 20, 2023

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from Bloomberg.

Marketing 52

Marketing Marketing Economy Banking 52

James Hendries

SEPTEMBER 27, 2022

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 52

James Hendries

AUGUST 15, 2022

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

JANUARY 26, 2023

Should the Fed pause after a March interest rate hike, the stage may be set for a nice stock market rebound on the back of falling inflation, reasonable valuations, and stable interest rates. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from Bloomberg.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

SEPTEMBER 20, 2022

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Banking 52

James Hendries

OCTOBER 4, 2022

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Economics 52

ClearMoney

DECEMBER 5, 2021

The UK Financial Conduct Authority cited a number of concerns as it prohibited the sale of “cryptoasset” investment products to retail investors last year. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Dimensional Japan Ltd.,

Commission 52

Commission Retail Sales Distribution 52

ClearMoney

NOVEMBER 4, 2021

Exhibit 4 shows marked inconsistency in valuation characteristics for the three largest US equity momentum funds during the value premium rally of late 2020 through early 2021. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 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. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd.,

Investing 52

Investing Investments Commission Distribution 52

James Hendries

JULY 6, 2022

While we acknowledge that a V-shaped recovery is probably not in the cards and prior valuation targets no longer appear achievable, we remain constructive on equities for the second half, but not complacent. Remember stock valuations are inversely correlated to inflation and interest rates. So a P/E over 20 is probably too rich.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

JULY 21, 2022

Lower inflation tends to bring higher valuations (Fig.1). The market clearly does not expect 8 – 9% inflation to persist based on current stock valuations, but whether inflation eventually settles at 3% or 4% will go a long way toward determining how much higher stock valuations can go from current levels. If the U.S.

Management 52

Management Marketing Marketing Valuation 52

James Hendries

FEBRUARY 27, 2023

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

Marketing 52

Marketing Marketing Government Economy 52

James Hendries

NOVEMBER 8, 2022

It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

Marketing 52

Marketing Marketing Government Banking 52