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 – February 8, 2019
2019 is off to a roaring start, as the S&P 500 Index gained 7.9% for its best January since 1987…
read moreWeekly Market Commentary – January 23, 2019
Following last week’s rejection of Theresa May’s Brexit plan, we discuss what’s next for the United Kingdom and possible market implications…
read moreWeekly Market Commentary – January 9, 2019
Though it is difficult to think long term during volatile market environments, low valuations have been closely tied to future positive long-term stock performance…
read moreWeekly Market Commentary – January 2, 2019
We offer some historical perspective on bear markets and our latest thoughts on fundamentals, the Fed, the government shutdown, and the market’s recent low…
read more
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