MANAGER COMPASS
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.”
Client Letter | March 06, 2024
LPL Research examines fourth quarter earnings season, February’s market activity, and what it could mean for March.
CLIENT LETTER | February 07, 2024
Dear Valued Investor, Stocks are off to a solid start in 2024. January gains are particularly enjoyable because of the old adage from the Stock Trader’s Almanac, “As goes January, so goes the year.” Nearly 75 years of historical data shows that when the S&P 500...
CLIENT LETTER | January 03, 2024
Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than 20% for the year.
CLIENT LETTER | December 12, 2023
Dear Valued Investor, LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. It’s with pleasure that we bring you a few of its key...