November 20, 2023 | Weekly Market Commentary

Anatomy of a Market Rally: Looking at Key Catalysts

Printer Friendly Version As the market appears to be taking a rest and consolidating its $2.7 trillion rally leading up …

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Is the Stock Market Correction Over?

November 13, 2023 | Weekly Market Commentary

Is the Stock Market Correction Over?

Printer Friendly Version There is nothing like an eight-day winning streak to change the market narrative. Stocks have quickly gone …

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Can Muni Investors Catch a Break? We Think So

November 6, 2023 | Weekly Market Commentary

Can Muni Investors Catch a Break? We Think So

Printer Friendly Version It’s been another volatile year for municipal (muni) investors this year. While generally outperforming U.S. Treasuries, the …

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Offering Thanks

November 1, 2023 | Client Letter

Offering Thanks

Dear Valued Investor, The penultimate month of the year is often a time to reflect and offer thanks. And while …

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October 30, 2023 | Weekly Market Commentary

Possible Halloween Scares for Markets and the Economy

Printer Friendly Version It’s a tradition here to write about what scares us around Halloween each year. The past few …

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October 23, 2023 | Weekly Market Commentary

Economic Impact: Can Something Good Come from a Crisis?

Printer Friendly Version Despite headwinds, the U.S. could experience structural changes in the labor market, residential real estate, and inflation …

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Earnings Hope to Keep This One-Year-Old Bull Market Going

October 16, 2023 | Weekly Market Commentary

Earnings Hope to Keep This One-Year-Old Bull Market Going

Printer Friendly Version Earnings season has kicked off with several of the big banks and a handful of other blue-chip …

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Yields Higher for Longer: Why We’re Updating Our Treasury Forecast

October 9, 2023 | Weekly Market Commentary

Yields Higher for Longer: Why We’re Updating Our Treasury Forecast

Printer Friendly Version U.S. Treasury yields have seemingly been moving in one direction lately (higher), with the 30-year Treasury yield …

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October 4, 2023 | Client Letter

Staying the Course

Dear Valued Investor, The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this …

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October 2, 2023 | Weekly Market Commentary

Prospects for a Fourth Quarter Rally

Printer Friendly Version After a difficult September for stocks, investors are surely ready to flip the calendar to October. That’s …

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September 25, 2023 | Weekly Market Commentary

Is India Surpassing China to Become the Next Superpower?

Printer Friendly Version India has emerged as a compelling economic growth story and an increasingly attractive alternative to China within …

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Advice to Advisors: Buy Japan, Hold U.S., Sell Europe

September 18, 2023 | Weekly Market Commentary

Advice to Advisors: Buy Japan, Hold U.S., Sell Europe

Printer Friendly Version Recent data suggests economic conditions in Europe are deteriorating, removing a key element of LPL Research’s positive …

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The Growing List—and Politicization—of BRICS and Friends

September 11, 2023 | Weekly Market Commentary

The Growing List—and Politicization—of BRICS and Friends

Printer Friendly Version The BRIC acronym, without the “S,” was introduced in 2001 by the Goldman Sachs chief economist who …

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September 6, 2023 | Client Letter

Navigating Market Setbacks

Dear Valued Investor, Financial markets lived up to their reputation during the month of August, which has a record for …

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September 5, 2023 | Weekly Market Commentary

Interest Rates Are Back to Normal, But What Is Normal

Printer Friendly Version Fixed income investors have had a rough time over the last few years. Normally a staid asset …

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