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

Small Caps Still Solid | Weekly Market Commentary | January 25, 2021

Small cap stocks have outperformed large cap stocks, suggesting the early stages of new economic cycle.

Q4 2020 earnings season may be the last in this earnings recession, and earnings may start to grow in 2021.

LPL Research explores policy changes affecting the stock markets in 2021, including taxes, regulation, and stimulus prospects.

LPL Research reviews 2020, the longest economic expansion and shortest recession on record, massive stimulus, low Treasury yields, and elections.

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