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 – June 11, 2019
Last week stocks enjoyed their best week since November 2018 despite rampant policy uncertainty. Policy uncertainty remains high, particularly around trade, but you wouldn’t know it…
read moreWeekly Market Commentary – June 5, 2019
Worrisome signals from the bond market contributed to stocks’ first monthly decline of 2019.
read moreWeekly Market Commentary – May 29, 2019
Our Five Forecasters are collectively indicating that further economic growth and stock market gains appear likely.
read moreWeekly 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.
read more
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