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Weekly Market Commentary

A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024
To say the U.S. economy has been difficult to read is an understatement. From generationally high inflation and interest rates to concerns about the labor market, it’s no wonder consumers are unsure about the overall health of the economy.

High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024
LPL Research’s Outlook 2025: Pragmatic Optimism will be released tomorrow and available on LPL.com. Here we just provide an appetizer before the main course and share some of the stock and bond market themes covered in the full publication.
Global Portfolio Strategy

Global Portfolio Strategy | February 9, 2021
We continue to favor stocks relative to bonds with upgraded expectations as economic strength continues to surprise.
Client Letter

Client Letter | Many Reasons to be Thankful | November 4, 2021
Although the past year and a half has tested us all, there are still many reasons to be thankful.

Client Letter | Change May Bring Opportunities | October 7, 2021
Change is disruptive but it also brings opportunities for the next leg higher for this bull market.
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