The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.
Global Portfolio Strategy | July 7, 2022
read more
Research
Client Letter | Looking Forward | July 5, 2022
Both stock and bond markets have been challenging this year, but LPL Research explains what this could mean looking forward.
Constructive, Not Complacent | Weekly Market Commentary | July 5, 2022
LPL Research explains why they remain constructive on equities for the second half, but not complacent
Relief at the Pump and for Portfolios? | Weekly Market Commentary | June 27, 2022
2022 has been a rough year for the U.S. consumer, but LPL Research shares some potential signs that energy trends could be changing.
Bear Market Question and Answer | Weekly Market Commentary | June 21, 2022
LPL Research discusses the bear market and the trends of the stock market after a bear market.
Client Letter | A Bear Market is Officially Here | June 14, 2022
LPL Research discusses what investors should expect with the new bear market.
Is the 60/40 Portfolio Dead? | Weekly Market Commentary | June 13, 2022
LPL Research discusses the outlook for diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio isn’t dead.
Economy Slowing but Not Shrinking | Weekly Market Commentary | June 6, 2022
Many pundits are issuing recession warnings and saying the economy is heading for a hard landing.
Global Portfolio Strategy | June 2, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.
Client Letter | Bull Market Hangs By a Thread | June 1, 2022
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).