Below is a list of our most recent newsletters, if you would like to view any of our archived newsletters, please click here.
As of this morning, the Nasdaq Composite Index has made new highs recently, as has the S&P 500 Index. The Dow 30 Industrial Average is trading at 28,493, below its February high of 29,398. Looking ahead, LPL Research believes with the presidential election 2 months away that it is at this moment, a coin toss. […]
We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises that continue to impact our communities and our economy. That’s why we’re looking ahead for new ways to […]
We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises that continue to impact our communities and our economy. That’s why we’re looking ahead for new ways to […]
Investors like labels for the economy and financial markets—many of them with the word “great” in them. The Great Depression. The Great Recession. The Great Lockdown. Well, we’ve moved into what we might call the Great Disconnect. How can stocks have rebounded so strongly in the last month amid so much suffering and economic damage? […]
“We must live and function in the times we are in”. This is what I tell my friends and family, and it seems to help those who are close to me accept the Covid – 19 circumstances we are currently dealing with. Our Legacy Wealth Planning office has amended our normal hours to now be […]
The tough times that global markets were experiencing due to the spread of COVID-19 (coronavirus) worsened this past weekend as a price war between Saudi Arabia and Russia resulted in sharply declining oil prices. This combination of events is testing investors’ patience as we await a catalyst for a near-term recovery. We need to remember […]
Here is a newsletter written this morning by Burt White, Head of LPL Research, that brings into perspective what is happening now in the markets. Monday was a tough day in the stock market, with the S&P 500 Index down more than 3% as the number of coronavirus cases reported outside of China jumped. Monday’s […]
First, let me address a frequent question; “When will I receive my tax info from LPL”? The answer is the first batch of normal 1099’s will be sent out by LPL February 20th. If you own securities that generate foreign dividends as an example, that tax info can be expected in mid to later March […]
Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors. One year ago after LPL Research published Outlook 2019 we were all tested with market volatility, and that’s a reminder that we need to continue to be prepared for uncertainty in the markets. As […]
Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far, although we expect to see regular — but normal — bouts of volatility as we progress through the fourth quarter. In its first week October has lived up to its reputation as a volatile […]
I am writing this newsletter early Tuesday morning, so it won’t include the action of the Federal Reserve (FED) in their meeting on interest rates which is taking place as I write this. Expectations are for a cut in the Fed Funds rate, but nothing is certain these days. The equity markets rose in the […]
Historically, August has proved frequently to be a volatile month for equities and yesterday’s market action reinforced the August data. The Dow 30 Industrial Average closed yesterday at 25,717, down over 700 points from Fridays close. Today, as I write this, the Dow is up 193 points, trading at 25,906. Even so, 2019 has been […]
The Dow 30 Industrial Average and the S&P 500 are relatively near their all-time highs. The 10-year United States Treasury Bond has recently traded below 2.00%. These low interest rates are against the backdrop of some countries in Europe experiencing negative interest rates. In Germany for example, you may deposit funds for a committed period […]
In my April Newsletter, I mentioned the possibility of more market weakness in our future. Well, we certainly have gotten that, and Chinese trade tensions are primarily the cause. On May 5, President Trump threatened to raise tariffs to 25% (from 10%) on $200 billion in Chinese imports, surprising investors who thought the United States […]
U.S. stocks are sitting at the same level they were seven months ago, but the path has certainly not been straight. Equity investors have been on a bumpy ride since September 2018, and investors’ resolve has been tested amid back-and-forth in trade negotiations, a historic government shutdown, Brexit, the Federal Reserve’s (Fed) U-turn in policy, […]