Schedule An Appointment

The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024

LPL Research examines the return of market volatility as the narrative has shifted toward a higher for longer monetary policy backdrop.

Revisiting Energy | Weekly Market Commentary | April 15, 2024

LPL explores the energy space, highlighting oil’s geopolitical risk amid an improving supply/demand backdrop, and how rate cuts could benefit the space.

What to Watch This Earnings Season | Weekly Market Commentary | April 8, 2024

LPL previews first quarter earnings season, which will be driven by an improving economic environment and significant impact from the technology sector.

Global Portfolio Strategy | Upgrading Small Caps on Developing Rotation | April 5, 2024

LPL Research upgrades small caps to neutral and trims overweight to large cap growth.

Client Letter | An Excellent First Quarter for Stocks | April 5, 2024

LPL Research highlights an excellent first quarter for stocks, the latest economic data, and what that means for investors.

IPOs as a Market Tell | Weekly Market Commentary | April 1, 2024

LPL Research explores IPO market trends and what a recent uptick in activity could mean for stocks.

Navigating the Strategic Investing Landscape | Weekly Market Commentary | March 25, 2024

LPL Research discusses strategic and tactical investment processes and recap their recent strategic asset allocation change.

A Busy (and Perhaps Historic) Week for Central Banks | Weekly Market Commentary | March 18, 2024

LPL Research previews a busy week for central banks, including the Federal Reserve and the Bank of Japan, and what it could mean for interest rates.

Gold Shines Brighter Than Ever | Weekly Market Commentary | March 11, 2024

LPL Research discusses gold rallying to a record high, how global central bank demand has been a key catalyst, and how gold-related ETFs could provide support.

Global Portfolio Strategy | Fabulous February | March 6, 2024

Stocks enjoyed another month of gains in February, a positive signal for potential gains over the rest of the year.