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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Thursday, December 8, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.


Tuesday, July 12, 2022

LPL Financial Research Midyear Outlook 2022: Navigating TurbulenceMarkets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate...


Monday, December 13, 2021


Tuesday, July 27, 2021

2021 MIDYEAR OUTLOOK INTRODUCTION: PICKING UP SPEED In the first half of 2021, the U.S. economy powered forward faster than nearly anyone had expected. As we were writing our Outlook for 2021 in late 2020, our economic views were...


Thursday, May 6, 2021

Enhanced Child Tax Credit for 2021 If you have qualifying children under the age of 18, you may be able to claim a child tax credit. (You may also be able to claim a partial credit for certain other dependents who are not qualifying...


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Monday, January 11, 2021

Happy New Year! A new year offers a welcomed turn of the calendar and a fresh start. However, it’s difficult to put 2020 completely behind us just yet because the COVID-19 pandemic still presents a significant threat. Healthcare...


Thursday, July 16, 2020

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...


Wednesday, January 29, 2020

The SECURE Act may have the largest impact on retirement planning since the Pension Protection Act of 2006.


Friday, January 3, 2020

What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded. One year later with 20/20 hindsight...


Friday, June 7, 2019

Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as the United States and China failed to...


Friday, April 5, 2019

April brings showers, baseball, and historically, the best month of the year for the S&P 500 Index (for the last 20 years). On top of that, the S&P 500 had its best first quarter since 1998


Wednesday, January 16, 2019

In our 2019 Market Outlook, we highlight three key themes: Fiscal Policy, Market Volatility, and Solid Business Spending. We also touch on our expectations for Stocks and Bonds returns, and our overall perspective for the Market ahead.


Thursday, October 11, 2018

Selloff Thoughts: Pullbacks are normal- Economy in Great Shape- Strong Corporate Profits - Tariff Impact Minimal


Monday, July 16, 2018

Within our Mid-Year 2018 Outlook we hit on a few major points What's going on in the World? Trump- US Equity Markets-Fixed Income - Federal Reserve Rate Hikes - Tax Cuts - Deregulation -Equity Markets & our outlook


Tuesday, February 6, 2018

Market Thoughts - February 2018 Just wanted to drop you a quick note regarding the recent market volatility. As we mentioned in our January 2018 report…the stock market has gotten a bit ahead of historical fair valuations,...


Friday, January 26, 2018

Expansion of 529 plans to allow K-12 expenses The New Tax Law gives 529 Plans even more flexibility...Under the new law, the definition of a 529 plan "qualified education expense" has been expanded to include K-12 expenses. Starting in...


Friday, December 1, 2017

Presenting the LPL Research Outlook 2018: Return of the Business Cycle, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. “Return of the business cycle”...


Tuesday, October 10, 2017

Stocks Continue Their Steady Rise Economic data received over the last three months reflected steady economic growth. Q3 2017 GDP: 2.6% - S&P 500 INDEX: 4.5% - BLOOMBERG BARCLAYS AGG BOND INDEX: 0.9% - BLOOMBERG COMMODITY INDEX: 2.5%


Tuesday, June 13, 2017

For OUR 2017 MIDYEAR OUTLOOK...Click "Read More" below


Sunday, June 11, 2017

The LPL Research Midyear Outlook: A Shift In Market Control states the following four themes may be key to the markets over the balance of 2017: Monetary policy: Slow path to normalization. Maintaining economic growth without...


Thursday, April 13, 2017

*Economic growth has improved in Q1 *Strong start to 2017 for U.S. stocks *Long-term rates moderate as markets await policy specifics *Equity centric alternative investment strategies led quarterly returns


Tuesday, January 24, 2017

*U.S. economic growth remained restrained in Q4 after acceleration in Q3 *Improving U.S. economy and election a strong combination for stocks *Rates sore as markets digest Trump presidency *Distressed debt strategies continued to perform


Thursday, January 5, 2017

The LPL Research Outlook 2017: Gauging Market Milestones, contains financial market forecasts, economic insights, and investment guidance for the year ahead.


Thursday, January 5, 2017

Happy New Year! Our hope for you in 2017 is that you and those you love enjoy good health, and have a prosperous and wonderful year. We feel there are three things you need to hear from us this year. They are: What's going on in the...


Tuesday, November 22, 2016

Navigating the Markets INVESTMENT TAKEAWAYS: ƒ We reiterate our expectation following the election that stocks may produce mid-single-digit returns for full-year 2016.


Friday, October 21, 2016

*U.S. Economy accelerated in Q3, but growth remains restrained *Stocks rose in Q3 on strength of July *Economically sensitive sectors continue to rally as yields rise *Distressed debt leads in Q3 *Oil prices vacillate but end Q3 lower


Thursday, July 14, 2016

As we embark on the second half of 2016, the headlines and much of our attention will be focused on the 2016 presidential election, which can distract us with the barrage of promises and heightened political drama.