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Client Letter | January 08, 2024

Dear Valued Investor, Stocks had another very strong year in 2024. In fact, 2024 marked the first time the S&P 500 has enjoyed a +20% gain in back-to-back years since 1997 98. Last year didn’t start out so optimistically though. The list of worries among...

Global Portfolio Strategy | January 2025

Ingredients in Place for Another Good Year for Stocks in 2025 The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall strategic and...

Global Portfolio Strategy | December 2024

Stocks Enjoy Holiday Cheer The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall strategic and tactical investment thinking and...

Outlook 2025: Pragmatic Optimism

Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...

Client Letter | December 04, 2024

Dear Valued Investor, Solid gains for stocks gave investors a November to remember. In fact, the S&P 500’s more than 5% advance marked its best month of 2024. Several factors played into the stock market’s continued move higher. The U.S. economy continued its...