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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Opportunities and Risks in the Markets: Lessons Learned from the Grand Tetons

August 28, 2023 | Weekly Market Commentary

Opportunities and Risks in the Markets: Lessons Learned from the Grand Tetons

Printer Friendly Version The Federal Reserve (Fed) often uses the Jackson Hole Symposium to announce tweaks in policy. Other central …

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Pullback Perspective: The Reasons Why Stocks Are Pulling Back

August 21, 2023 | Weekly Market Commentary

Pullback Perspective: The Reasons Why Stocks Are Pulling Back

Printer Friendly Version Volatility has returned right on cue as U.S. equity markets continue to pull back from overbought levels. …

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August 15, 2023 | Weekly Market Commentary

How This U.S. Debt Downgrade is Different from 2011

Printer Friendly Version It’s different this time. The four (or five) most dangerous words in investing. We’ll take the risk …

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Key Earnings Season Takeaways

August 7, 2023 | Weekly Market Commentary

Key Earnings Season Takeaways

Printer Friendly Version Earnings season is mostly behind us with about 85% of S&P 500 companies having reported second quarter …

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Staying Invested in a Tricky Market Environment

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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A Cloudy Outlook Makes for Choppy Markets

July 31, 2023 | Weekly Market Commentary

A Cloudy Outlook Makes for Choppy Markets

Printer Friendly Version The economy is doing better than expected, and the markets are responding accordingly. In this piece, we …

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(Still) Waiting on the Fed to Be Done Raising Rates

July 24, 2023 | Weekly Market Commentary

(Still) Waiting on the Fed to Be Done Raising Rates

Printer Friendly Version The first half of the year probably didn’t go the way many fixed income investors had hoped, …

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Earnings Need to Do Some Heavy Lifting to Keep Rally Going

July 17, 2023 | Weekly Market Commentary

Earnings Need to Do Some Heavy Lifting to Keep Rally Going

Printer Friendly Version Earnings season is upon us as some banks and a small handful of other blue chip companies …

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LPL Research presents: OUTLOOK MIDYEAR 2023

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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Midyear Outlook 2023: The Path Toward Stability

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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Better-Than-Expected First Half

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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Capital Markets: The Essence of American Capitalism

July 5, 2023 | Weekly Market Commentary

Capital Markets: The Essence of American Capitalism

Printer Friendly Version The long dormant capital markets have recently begun showing signs of interest from institutional investors and deal …

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The New Standard and Poor's 500 Bull Needs a Breather

June 26, 2023 | Weekly Market Commentary

The New Standard and Poor’s 500 Bull Needs a Breather

Printer Friendly Version We know it’s old news at this point, but on June 8, 2023, the S&P 500 entered …

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FIRE Movement

June 21, 2023 | Retirement Planning

FIRE Movement

If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may …

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