Client Letter
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 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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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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August 2, 2023 | Client Letter
Staying Invested in a Tricky Market Environment
Download Outlook Dear Valued Investor, Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you …
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July 17, 2023 | Weekly Market Commentary
LPL Research presents: OUTLOOK MIDYEAR 2023
Download Outlook The Path Towards Stability At LPL Research, our 2023 investing outlook started with a theme of returning to …
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July 11, 2023 | Client Letter
Midyear Outlook 2023: The Path Toward Stability
Download Outlook Dear Valued Investor, Now that we’re beyond the midpoint of the investing year, it’s a great time to …
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July 6, 2023 | Client Letter
Better-Than-Expected First Half
Dear Valued Investor, As we finalize the log on the first six months of 2023, we believe there’s value in …
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June 7, 2023 | Client Letter
Debt Ceiling Drama Is Behind Us
Dear Valued Investor, Every so often Washington likes to remind us how hard it can be to get things accomplished. …
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May 3, 2023 | Client Letter
Investor Sentiment Tested
Dear Valued Investor, Spring is often thought of as an uplifting time, marked by growth and renewed hope as we …
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April 6, 2023 | Client Letter
A Resilient March
Dear Valued Investor, The financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of …
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March 13, 2023 | Client Letter
SVB Collapse
Dear Valued Investor, Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB …
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March 2, 2023 | Client Letter
Waiting for New Highs
Dear Valued Investor, Financial markets have experienced quite a bit of change this year in just two short months. We …
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February 2, 2023 | Client Letter
Opportunities in 2023
Dear Valued Investor, Whether you’re one to set ambitious New Year’s resolutions or simply use the beginning of the year …
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January 4, 2023 | Client Letter
Reasons for Optimism
Dear Valued Investor, We wish you a happy New Year and hope you were able to close out 2022 with …
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December 6, 2022 | Client Letter
Finding Balance
Dear Valued Investor, Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple …
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December 6, 2022 | Client Letter
Outlook 2023: Finding Balance
“In 2023, we look to equity markets to find balance between key macroeconomic factors—inflation, interest rates, and Fed policy—and business …
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November 2, 2022 | Client Letter
Looking Ahead
Dear Valued Investor, October is now behind us and it has delivered on its track record as a historically favorable …
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September 8, 2022 | Client Letter
The Best and Worst of Times
Download Print Version Dear Valued Investor, When it comes to stock market performance, August was “the best of times, and …
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May 12, 2022 | Client Letter
April Showers Bring May Flowers
As we move into spring and leave behind the last signs of a long winter, many worries from a chilly …
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April 21, 2022 | Client Letter
A Ways to Go
“Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.” – Sir John Templeton …
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March 8, 2022 | Client Letter
Positivity Amidst Uncertainty
Stocks have gotten off to a very rocky start in 2022, with the potential for Federal Reserve rate hikes coming …
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December 13, 2021 | Client Letter
December Newsletter
Our resurgent economy grew at over a 6% pace in the first half of 2021 and is on track for …
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November 10, 2021 | Client Letter
November Newsletter
The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends …
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October 18, 2021 | Client Letter
October Newsletter
One constant in life is change. During the past year and a half, we have experienced more change than any …
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September 9, 2021 | Client Letter
September Newsletter
The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained …
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June 8, 2021 | Client Letter
June Newsletter
As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, …
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May 7, 2021 | Investment Management
May Newsletter
Earth Day marks a chance to learn about the environmental challenges we face, and reflect on the ways we can …
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April 8, 2021 | Client Letter
April Newsletter
“The real key to making money in stocks is not to get scared out of them.” Peter Lynch They say …
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March 10, 2021 | Client Letter
March Newsletter
It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying …
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February 11, 2021 | Client Letter
February Newsletter
“In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” Warren Buffett …
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November 4, 2020 | Client Letter
November Newsletter
The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the …
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October 7, 2020 | Client Letter
October Newsletter
Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to …
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September 11, 2020 | Client Letter
September Newsletter
Back to school this year will be different. On the one hand, like other years, it marks the end of …
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July 16, 2020 | Weekly Market Commentary
A Mid-Year Outlook
We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year …
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