June 11, 2021 | Firm News

Our Offices are Fully Reopening

Dear valued client, We appreciate all of you for being flexible during our office shutdown and subsequent limited appointments scheduling. …

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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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June 2, 2021 | Weekly Market Commentary

Proceed With Caution in the Bond Market

Long-term interest rates have traded sideways recently, but LPL Research argues that high-quality bonds can play a pivotal role in …

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May 26, 2021 | Weekly Market Commentary

Stock Market Gains Likely To Slow

As this bull market gets a little older, the pace of stock market gains will likely slow, but a strong …

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May 19, 2021 | Weekly Market Commentary

Economy Picking Up Speed

LPL Research explains why inflation is making headlines and why investors should not be overly concerned. Read More

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May 11, 2021 | Weekly Market Commentary

Amazing Earnings Season

LPL Research raises its year-end S&P 500 Index fair value target range again in the wake of a stunning Q1 …

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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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May 4, 2021 | Weekly Market Commentary

Time To Sell In May?

LPL Research notes some possible reasons for a pause in the rally and why any potential pullbacks won’t last very …

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April 27, 2021 | Weekly Market Commentary

Is All The Good News Priced In?

LPL Research believes investors are appropriately optimistic, given the improving economy, the pace of vaccinations, fiscal stimulus, and surging earnings. …

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April 20, 2021 | Weekly Market Commentary

Peak Optimism?

While optimism surrounding the reopening is certainly understandable, LPL Research takes a look to see if sentiment is flashing a …

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April 13, 2021 | Weekly Market Commentary

The Earnings Boom is Here

The outstanding fourth-quarter earnings season we had in 2020 is a tough act to follow, but 2021’s first quarter has …

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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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April 6, 2021 | Weekly Market Commentary

Raising Forecasts…Again

LPL Research revises previous forecasts to better reflect the growing optimism of an economy on the rebound. Read More

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March 30, 2021 | Weekly Market Commentary

Are We on the Brink of an Inflation Crisis?

LPL Research explains why any upticks in inflation will ultimately prove transitory. Read More

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March 23, 2021 | Weekly Market Commentary

The Second Year Of The Bull Market Begins

LPL Research discuss the end of the bear market and the trends of a bull market in year two. Read …

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