WE BELIEVE THAT BUY, HOLD, & HOPE IS NOT AN INVESTMENT STRATEGY
We create long-term financial partnerships
that help foster peace of mind
We believe that buy, hold, & hope is not an investment strategy
We create long-term financial partnerships that help foster peace of mind
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
James Hendries
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
Wealth Management System
Here at James Hendries/LPL Financial, we have a unique way of managing your money..
What Makes Us Different
Tactical Portfolio Management Vs. Buy and Hold.
Have a Question?
Our investment advisors would be happy to answer any questions you have about your financial situation.
Online Education
Your Goals Come First
Health Care in Retirement
Estate Planning
Happening Now
Weekly Market Commentary – March 13, 2019
Fundamentals remain sound, valuations are reasonable, and most technical indicators we follow point to further potential gains ahead…
read moreWeekly Market Commentary – March 7, 2019
During the 10-year bull market, the S&P 500 Index has more than quadrupled in value.
read moreWeekly Market Commentary – February 27, 2019
Recent gains eliminated oversold conditions and pushed valuations higher, raising the bar for further gains and making the next leg higher more difficult to achieve…
read moreOutlook 2019: Fundamental – How to Focus on What Really Matters in the Markets
After nearly 10 years of witnessing the U.S economy and stock market recover—and thrive—investors are starting to wonder if we’ve seen all this expansion…
read more
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