Resources

December Down but Not Out | Weekly Market Commentary | December 12, 2022

By fiduciaryadmin | December 12, 2022

LPL Research looks at some important seasonal patterns as the year winds down.

Global Portfolio Strategy | December 7, 2022

By fiduciaryadmin | December 7, 2022

The Strategic and Tactical Asset Allocation Committee has upgraded its view of financials from negative to neutral, while the precious metals view goes from negative to positive.

Outlook 2023 | Finding Balance | December 6, 2022

By fiduciaryadmin | December 6, 2022

LPL Research’s Outlook 2023: Finding Balance provides perspective on what’s been happening and what may lay ahead in the market, economy, and more.

Client Letter | Outlook 2023: Finding Balance | December 6, 2022

By fiduciaryadmin | December 6, 2022

LPL Research’s Outlook 2023: Finding Balance provides perspective on what’s been happening and what may lay ahead in the market, economy, and more.

Resilient Consumers Have Not Saved Retail Stocks | Weekly Market Commentary | December 5, 2022

By fiduciaryadmin | December 5, 2022

LPL Research shares insights on publicly traded retailers and analyze their underperformance year to date.

Playbook for a Fed Pivot | Weekly Market Commentary | November 21, 2022

By fiduciaryadmin | November 21, 2022

LPL Research explores historical equity and fixed income market performance surrounding a Fed pivot.

Inflation and Rising Rates Supported Value in 2022 | Weekly Market Commentary | November 14, 2022

By fiduciaryadmin | November 14, 2022

LPL Research looks at what’s driving value’s 2022 outperformance, the technical trading setup for growth and value, and more.

Global Portfolio Strategy | November 8, 2022

By fiduciaryadmin | November 8, 2022

The Strategic and Tactical Asset Allocation Committee maintains its overweight equities recommendation relative to bonds.

How Midterm Elections May Move Markets | Weekly Market Commentary | November 7, 2022

By fiduciaryadmin | November 7, 2022

With midterms elections coming up, LPL Research looks at why the stock market may respond favorably to the midterm election.

Client Letter | Looking Ahead | November 2, 2022

By fiduciaryadmin | November 2, 2022

LPL Research discusses why there may be emerging reasons to believe that the next year may be more constructive than the last.