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

Happening Now

Weekly Market Commentary – May 22, 2019

It appears an earnings recession has been averted and better earnings days lie ahead, though trade uncertainty is a huge wild card.

Escalating U.S.-China trade tensions caused stocks to sell off more than 2% last week.

The May through October period has historically been the weakest six months for equities.

The S&P 500’s new record high set last week ended a more than 7-month drought without one.

Sign Up to Receive Our Newsletter