Recent News
Weekly Market Commentary
Tariff Uncertainty Facing Stocks to Start Clearing Soon | Weekly Market Commentary | March 31, 2025
Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans. The latest news has been a mix of encouraging talk about narrow reciprocal tariffs and deep and biting auto (and auto parts) tariffs. It’s tough to lay out a tariff playbook for investors right now, so our advice is to wait and see. Markets and corporate America will need time to digest the information and figure out their next move. As potential dip buyers, we’re not in a big hurry.
Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025
Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference.
Global Portfolio Strategy
Global Portfolio Strategy | October 5, 2022
The Strategic and Tactical Asset Allocation Committee revised S&P 500 year-end fair value target of 4,000-4,100.
Global Portfolio Strategy | September 7, 2022
The Strategic and Tactical Asset Allocation Committee downgraded its view of emerging market equities from neutral to negative.
Client Letter
Client Letter | Could the Worst be Behind Us? | October 5, 2022
First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian.
Client Letter | Better Times Ahead | September 28, 2022
LPL Research discusses elevated uncertainty in financial markets due to high inflation and rising interest rates.
Blog
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.