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Client Letter | January 08, 2025

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...

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...

Global Portfolio Strategy | October 2024

Shifting from Bonds to Alternatives for Additional Diversification Benefits 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...