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

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. Investing involves risks including possible loss of principal.

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Assets Marketing Marketing Asset Allocation 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. Prohibiting the sale to retail clients of investment products that reference cryptoassets,” Financial Conduct Authority, June 10, 2020.

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Commission Retail Sales Distribution 52

Cornerstone Financial Advisory

JUNE 19, 2023

Last week’s riddle: A common English word refers to a person or thing not being in a place. 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. How is this possible?

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Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 15, 2022

Sleep hygiene refers to your habits to get a good night’s sleep. 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. 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

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. Investing involves risks including possible loss of principal.

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Marketing Marketing Asset Allocation Valuation 52

Cornerstone Financial Advisory

JUNE 12, 2023

Tip adapted from MyPlate.gov 8 A common English word refers to a person or thing not being in a place. 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 59

Marketing Marketing Insurance Taxes 59

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.

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Marketing Marketing Economy Valuation 52

The Big Picture

MARCH 25, 2025

Valuations tended to crash and burn very, very cheap valuations tended to do well. And actually you might remember I started the first online investment advisor called Net Folio. Let me reference our infinite books. Right, right. Very, very high. 00:45:06 [Speaker Changed] Yeah, yeah. That’s right.

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Management Numbers Investing Investments 147

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.

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Marketing Marketing Valuation Numbers 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%. Investing involves risks including possible loss of principal. economy and corporate America have has been impressive.

Marketing 52

Marketing Marketing Banking Valuation 52

Cornerstone Financial Advisory

MAY 6, 2024

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. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc.,

Marketing 52

Marketing Marketing Economics Taxes 52

James Hendries

JUNE 20, 2023

Despite the reference to 2007, our baseline is the economic slowdown does not produce another “2008,” yet investors should anticipate some volatility as the economic outlook remains cloudy. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly.

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Marketing Marketing Economy Communication 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. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index.

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Marketing Marketing Economy Valuation 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. Stock price momentum generally refers to the tendency of stocks with relatively high prior returns to continue their relative outperformance.

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Asset Allocation Commission Portfolio Assets 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.

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Retail Marketing Marketing Sales 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. All index data from Bloomberg.

Marketing 52

Marketing Marketing Valuation Insurance 52

James Hendries

NOVEMBER 22, 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 Bloomberg.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

James Hendries

SEPTEMBER 20, 2022

This is referred to as an inverted yield curve, which has been a pretty reliable predictor of economic recessions. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. All index data from FactSet.

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Marketing Marketing Banking Economy 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

Sadly, the film doesn’t show the people walking the town square blindly fixated on iPhones or any drones buzzing about, Tesla robots or any internet references (kids apparently still played outside in the 1989 version of 2015). I could pull out some socio-economic Jenga pieces that include the high valuation of the U.S.

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Assets Investing Investments Marketing 59

James Hendries

NOVEMBER 1, 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.

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Marketing Marketing Manufacturing Economy 52

James Hendries

OCTOBER 11, 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.

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Marketing Marketing Banking Government 52

James Hendries

SEPTEMBER 7, 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.

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Marketing Marketing Valuation Insurance 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.,

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Investing Investments Commission Distribution 52

James Hendries

OCTOBER 4, 2022

Early in its rapid modern growth period, leaders referred to the country as the Peaceful Giant. Investing involves risks including possible loss of principal. References to markets, asset classes, and sectors are generally regarding the corresponding market index. All index data from FactSet.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

JANUARY 20, 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. All index data from Bloomberg.

Marketing 52

Marketing Marketing Economy Banking 52

James Hendries

SEPTEMBER 27, 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.

Asset Allocation 52

Asset Allocation Marketing Marketing Assets 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. 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. 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

Brown Advisory

JULY 1, 2016

In this context, we are not referring to the outlook for stocks over the next quarter or even the next year or two. One can argue that today’s low interest rates merit even higher valuations, but there’s no disputing that the increase in price/earnings ratios has been an important driver of stocks since the lows of the early 1980s.

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Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

In this context, we are not referring to the outlook for stocks over the next quarter or even the next year or two. One can argue that today’s low interest rates merit even higher valuations, but there’s no disputing that the increase in price/earnings ratios has been an important driver of stocks since the lows of the early 1980s.

Investing 52

Investing Investments Portfolio Assets 52

Sara Grillo

NOVEMBER 14, 2022

2 Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same fiduciary standard as registered investment advisors? He does not think it will be in his lifetime. #2 He thinks it is probably needing to be higher than the “best interest” standard.

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Insurance Retirement Financial Advisor License 59

Brown Advisory

NOVEMBER 12, 2015

You will pay taxes on a Roth conversion at today’s tax rates, but because there are no minimum required distributions from Roth IRAs, you can choose to retain funds invested in a tax-free environment and reduce your AGI in coming years to reduce the impact of the NII tax on future investment income. Conclusion.

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Planning Taxes Distribution Medical 52

Bell Investment Advisors

MARCH 15, 2023

I’m a portfolio manager here at Bell Investment Advisors. Slide 6: 2022 in Review: Bonds 11:18 I mentioned how the bond market we think is this monolithic thing, but actually it’s quite different depending on how you’re invested. Thanks for joining me. My name is Ryan Kelley. aggregate bond index.

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Bell Investment Advisors

JUNE 29, 2023

My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. The term CPI refers to a consumer price index, which is really a measure of inflation. 02:08 Several indices to stocks. And then the third index we may refer to is actually a bond index called the U.S. 0:17 Ryan Kelley: Thanks.

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Marketing Marketing Banking Numbers 52