"Planning Financial Freedom"

"Planning Financial Freedom"

Portfolio Compass

Portfolio Compass | January 15, 2019

COMPASS CHANGES Upgraded financials view to neutral/positive from neutral Upgraded industrial metals view to neutral from negative/neutral INVESTMENT TAKEAWAYS Our S&P 500 Index year-end 2020 fair value target range of 3,250–3,300 is based on a price to-earnings...

Portfolio Compass | December 19, 2019

COMPASS CHANGES Downgraded real estate view from neutral/positive to neutral Downgraded investment-grade corporate bonds from neutral/positive to neutral INVESTMENT TAKEAWAYS Our S&P 500 Index year-end 2020 fair value target range of 3,250–3,300 is based on a...

Portfolio Compass | November 20, 2019

COMPASS CHANGES Downgraded master limited partnerships (MLP) from neutral to negative/neutral. INVESTMENT TAKEAWAYS Our preliminary S&P 500 Index year-end 2020 fair value target near 3,200 is based on a price-to-earnings (P/E) ratio slightly above 18 and our 2020...

Portfolio Compass | October 16, 2019

COMPASS CHANGES Downgraded energy commodities from neutral to negative/neutral INVESTMENT TAKEAWAYS We have maintained our S&P 500 Index year-end fair value target of 3,000 even as the index hovers near that level following recent progress on U.S.-China trade...

Portfolio Compass | September 19, 2019

COMPASS CHANGES Upgraded short-maturity municipal bonds from neutral/negative to neutral INVESTMENT TAKEAWAYS We have maintained our S&P 500 Index year-end fair value target of 3,000, even after the index broached that target September 17.* We favor large caps as...

Portfolio Compass | August 21, 2019

COMPASS CHANGES Upgraded our view of large growth from neutral to neutral/positive Downgraded our view of mid value from neutral/positive to neutral Downgraded our view of small value from neutral to negative/neutral Upgraded our view of consumer discretionary from...

Have A Question?

We are always happy to talk with anyone who believes they need our help. If you have questions about investing, financial planning, college funding, retirement or any other of a number of matters for which a financial professional can help, please contact us!

Address: 2330 Patrick Henry Pkwy, Suite 150, McDonough, GA 30253

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, Integrated Financial Partners, and Integrated Financial Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, FL, GA, KS, NC, OH, SC, and VA. Integrated Financial Partners is licensed to conduct insurance business in AL, FL, GA, and NC.