Resources

Global Portfolio Strategy | Mixed Market Messages | March 10, 2025

By fiduciaryadmin | March 10, 2025

LPL Research downgrades the U.S. dollar from positive to neutral as sentiment was weighed down from multiple angles and tariff and trade uncertainty lingered.

Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025

By fiduciaryadmin | March 10, 2025

LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives may diverge.

Client Letter | Tariff Transition | March 5, 2025

By fiduciaryadmin | March 5, 2025

LPL Research discusses the U.S. economy’s expected 2% growth, robust corporate earnings, and the impact of tariffs and AI on the market.

Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025

By fiduciaryadmin | March 3, 2025

LPL Research provides a recap of fourth quarter earnings season and examines the feasibility of double-digit earnings growth in 2025.

Refinancing ZIRP | Weekly Market Commentary | February 24, 2025

By fiduciaryadmin | February 24, 2025

LPL Research discusses the U.S. federal debt, yields, and Treasury Bills as the U.S. Treasury market enters a transition period in 2025.

Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025

By fiduciaryadmin | February 18, 2025

LPL Research explores the latest round of tariff news and why the metals market is heating up.

Global Portfolio Strategy | As Goes January, So Goes the Year? | February 10, 2025

By fiduciaryadmin | February 10, 2025

The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer discretionary, while downgrading small value and materials.

Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025

By fiduciaryadmin | February 10, 2025

LPL Research discusses the case for bull and bear markets in 2025.

Client Letter | AI Advances and Tariff Tactics | February 5, 2025

By fiduciaryadmin | February 5, 2025

LPL Research discusses America’s lead in the AI race and the potential economic impact of President Trump’s impending tariffs.

U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025

By fiduciaryadmin | February 3, 2025

LPL Research explores the factors that define U.S. exceptionalism, including its de facto global reserve currency, and the responsibilities that come with such privilege.