Client Letter | Fourth of July Optimism | June 30, 2020
Recent economic data has been better than expected, while a summer consolidation in the markets may be possible.
The Future of Fixed Income| Weekly Market Commentary | June 29, 2020
Although the US economic recovery has picked up and we expect yields to rise in the second half of 2020, structural forces may help limit the size of the move.
Potential Paths For Stocks In The Second Half | Weekly Market Commentary | June 15, 2020
Stock market valuations have gotten more expensive because earnings have fallen, which may bring volatility if the recovery disappoints.
5 Reasons We Favor US Stocks | Weekly Market Commentary | June 22, 2020
LPL Research shares their latest thoughts on international equities and reiterate positive emerging markets view.
Global Portfolio Strategy | June 9, 2020
Stocks rose for the seventh May in the past eight years.
Prospects for a Swoosh-Shaped Recovery | Weekly Market Commentary | June 8, 2020
LPL Research discusses whether the economic recovery may look more like a V-shape than a U, a square root, checkmark, or swoosh.
Client Letter | Looking Forward | June 4, 2020
The stock market is forward-looking, and what it’s seeing now provides hope for better things to come.
Stocks Rally and Roll | Weekly Market Commentary | June 1, 2020
The rally continued as the S&P 500 Index closed out May on the positive side.
Earnings Season’s Mixed Results| Weekly Market Commentary | May 26, 2020
First quarter earnings season offered something for everyone.
Client Letter | Better Times Are Coming | May 21, 2020
In spite of COVID-19 and weak economic data, the S & P 500 Index has rallied, and there are signs of improvement as the economy begins to reopen.