Resources

New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025

By fiduciaryadmin | January 13, 2025

LPL Research discusses why they believe investors should give the bull market the benefit of the doubt.

Global Portfolio Strategy | Ingredients in Place for Another Good Year for Stocks in 2025 | January 8, 2025

By fiduciaryadmin | January 8, 2025

Stocks ended mostly lower in December as historically strong seasonality failed to materialize

Client Letter | Another Strong Year for Stocks | January 8, 2025

By fiduciaryadmin | January 8, 2025

LPL Research discusses what investors can take away from the stock market’s surprising ascent in 2024.

Evaluating Stock and Bond Market Predictions From 2024 | Weekly Market Commentary | January 6, 2025

By fiduciaryadmin | January 6, 2025

The LPL Research team evaluates the accuracy of their stock and bond market forecasts from 2024.

How to Protect Your Wealth During Global Political Uncertainty

By Maddie | December 31, 2024

Wealth preservation takes center stage as geopolitical tensions rise across multiple regions. From trade disputes to regional conflicts, these events affect markets in complex and often unexpected ways. Smart investors recognize that political uncertainty creates both risks and opportunities, requiring thoughtful investment portfolio adjustments rather than reactive moves. 1. Investment Risk Management Through Geographic Diversification …

Should I Change My Retirement Strategy Due to Rising Interest Rates?

By Maddie | December 31, 2024

As millions of Americans watch their retirement portfolios respond to these changes, many face a critical decision: adapt their strategy or maintain their current course. Let’s explore how rising rates reshape eight major areas of retirement planning and what actions you might consider. 1. Bond Values and Fixed Income Investments The relationship between interest rates …

Keys to Stock Market Gains in 2025 | Weekly Market Commentary | December 30, 2024

By fiduciaryadmin | December 30, 2024

LPL Research discusses four keys to potential stock market gains in 2025.

The Fed Resets Expectations for Next Year | Weekly Market Commentary | December 23, 2024

By fiduciaryadmin | December 23, 2024

LPL Research shares some important factors that could determine the economic path for 2025.

A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024

By fiduciaryadmin | December 16, 2024

Will 2025 be the year for fixed income? LPL Research examines what could be in store for fixed income markets in the year ahead.

Client Letter | Outlook 2025: Pragmatic Optimism | December 10, 2024

By fiduciaryadmin | December 10, 2024

LPL Research provides in-depth analyses, insights, and expectations for the markets, economy, and more going into 2025.