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...

Stocks enjoyed another month of gains in February, a positive signal for potential gains over the rest of the year.

Stocks started 2024 off on a positive note with gains in January and early February, a positive signal for potential gains over the rest of the year. Returns were driven by increasing investor confidence in a soft landing,…

Stocks capped off a strong 2023 with solid gains in December amid increasing investor confidence in a soft landing, supported by falling inflation and a clear pivot by the Federal Reserve (Fed). The S&P 500 Index gained 4.4% for the month after a nearly 9% gain in November, to bring the index’s 2023 return to 26.3% including dividends.