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November 6, 2024 | Client Letter

Donald Trump Elected 47th President of the United States of America

Donald Trump was elected the 47th president of the United States, defeating Vice President Kamala Harris thanks to strong performance …

October 2, 2024 | Client Letter

Beyond the Federal Reserve Rate Cuts

Finally! For the first time in more than four years, on September 18, the Federal Reserve (Fed) cut interest rates. …

September 6, 2024 | Client Letter

The U.S. Economy and Financial Markets: Passing the Tests

With fall upon us and students back in classrooms, it seems like a good time to reflect on the various …

August 6, 2024 | Client Letter

Perspectives on Market Volatility

Stocks must have gotten the memo that August tends to be weak historically. July, the eighth positive month in the …

July 3, 2024 | Client Letter

Solid Gains to End the First Half

Stocks finished the first half of the year the same way they started — with solid gains. Strong rallies from …

June 6, 2024 | Client Letter

Stocks Benefit From Solid Fundamental Foundation

April showers brought May flowers as markets placed greater importance on economic growth and corporate profits than the “higher for …

May 1, 2024 | Client Letter

Navigating May’s Stock Market Outlook

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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. …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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, …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …