PORTFOLIO COMPASS
Global Portfolio Strategy | November 2025
Patiently Awaiting a Pullback Before Considering Adding Risk 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...
Client Letter | December 03, 2025
Dear Valued Investor, Stock investors were rewarded for staying the course in November as broad stock market averages recovered from a mid-month dip to end near record highs. The comeback extended the S&P 500 Index’s streak of monthly gains to seven – something to...
Global Portfolio Strategy | December 2025
November Pullback Could Set the Stage for Year-End Rally 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...
Client Letter | November 05, 2025
Dear Valued Investor, The last week of October delivered a flurry of impactful headlines across earnings, monetary policy, and geopolitics — each shaping the investment landscape as we head into year-end. Here are some key takeaways: Corporate America continues to...
Client Letter | October 01, 2025
Dear Valued Investor, The October 1 deadline has passed, and the U.S. government has shut down. While political gridlock is never ideal, history suggests that shutdowns tend to be short-lived and have minimal sustained impact on the economy or the stock market. They...