Recent News
Weekly Market Commentary

Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025
Expected continued steady economic growth should enable corporate America to grow profits at or near a double digit pace in 2025.

U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025
With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the accuracy of a much larger idea — American Exceptionalism.
Global Portfolio Strategy

Global Portfolio Strategy | December 7, 2022
Stocks added to strong October gains in November as the S&P 500 returned 5.6% for the month, leaving the index down 13.1% year to date. The Dow Jones Industrials fared slightly better, gaining 6%, while the Nasdaq added 4.5%. The Dow, up more than 20% from its...

Global Portfolio Strategy | November 8, 2022
The Strategic and Tactical Asset Allocation Committee maintains its overweight equities recommendation relative to bonds.
Client Letter

Client Letter | Outlook 2023: Finding Balance | 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 | Looking Ahead | 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.
Blog

Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...