Resources

Client Letter | A Bear Market is Officially Here | June 14, 2022

By fiduciaryadmin | June 14, 2022

LPL Research discusses what investors should expect with the new bear market.

Is the 60/40 Portfolio Dead? | Weekly Market Commentary | June 13, 2022

By fiduciaryadmin | June 13, 2022

LPL Research discusses the outlook for diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio isn’t dead.

Economy Slowing but Not Shrinking | Weekly Market Commentary | June 6, 2022

By fiduciaryadmin | June 6, 2022

LPL Research explains why they think the economy is slowing but not shrinking.

Global Portfolio Strategy | June 2, 2022

By fiduciaryadmin | June 2, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.

Client Letter | Bull Market Hangs By a Thread | June 1, 2022

By fiduciaryadmin | June 1, 2022

LPL Research discusses the current bull market.

Looking Through the Clouds | Weekly Market Commentary | May 31, 2022

By fiduciaryadmin | May 31, 2022

In this week’s Weekly Market Commentary, LPL Research lays out the bull case for the second half of the year.

Dawn of a New Era for Bonds | Weekly Market Commentary | May 23, 2022

By fiduciaryadmin | May 23, 2022

Some investors might be rethinking the utility of core bonds, and LPL Research explains why that might be a mistake.

Corporate America Delivers, Market Attention Focused Elsewhere | Weekly Market Commentary | May 16, 2022

By fiduciaryadmin | May 16, 2022

LPL Research discusses first quarter earnings season for 2022 and what could help turn the stock market around.

Client Letter | Volatility Continues | May 11, 2022

By fiduciaryadmin | May 11, 2022

LPL Research explains why time in the market, not timing the market, may be more beneficial to long term investors.

Have We Really Seen Extreme Pessimism Yet? | Weekly Market Commentary | May 9, 2022

By fiduciaryadmin | May 9, 2022

It’s been a tough year for stocks and bonds, but have we really seen extreme pessimism yet? LPL Research shares their thoughts.