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CLIENT LETTER | June 06, 2024

Dear Valued Investor, April showers brought May flowers as markets placed greater importance on economic growth and corporate profits than the “higher for longer” interest rate messages from the Federal Reserve (Fed). In fact, the S&P 500 ended May above where it...

Global Portfolio Strategy | May 07, 2024

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 guidance. The committee is...

Global Portfolio Strategy | April 05, 2024

UPGRADING SMALL CAPS ON DEVELOPING ROTATION The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment modelsand overall strategic and tactical...

CLIENT LETTER | MAY 01, 2024

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go away.” There is some merit to...

Global Portfolio Strategy | March 06, 2024

Stocks enjoyed another month of gains in February, a positive signal for potential gains over the rest of the year. Investors’ confidence in a soft landing remained unfettered despite the uptick in January inflation readings, while earnings season handily met...