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 – 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 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 moreWeekly Market Commentary – December 12, 2018
The S&P 500 Index fell 4.6% last week, leaving the index in line with the low of the autumn correction and 10% off the September highs…
read more
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