Categories
Uncategorized

Election Preview | Weekly Market Commentary | July 6, 2020

2020 is an election year, and as we get closer to November, we expect this to replace COVID-19 and the recession at the top of investors’ minds.
Categories
Uncategorized

Client Letter | Fourth of July Optimism | June 30, 2020

Recent economic data has been better than expected, while a summer consolidation in the markets may be possible.
Categories
Uncategorized

The Future of Fixed Income | Weekly Market Commentary | June 29, 2020

Although the US economic recovery has picked up and we expect yields to rise in the second half of 2020, structural forces may help limit the size of the move.
Categories
Uncategorized

5 Reasons We Favor US Stocks | Weekly Market Commentary | June 22, 2020

LPL Research shares their latest thoughts on international equities and reiterate positive emerging markets view.
Categories
Uncategorized

Potential Paths For Stocks In The Second Half | Weekly Market Commentary | June 15, 2020

Stock market valuations have gotten more expensive because earnings have fallen, which may bring volatility if the recovery disappoints.
Categories
Uncategorized

Global Portfolio Strategy | June 9, 2020

Stocks rose for the seventh May in the past eight years.
Categories
Uncategorized

Prospects for a Swoosh-Shaped Recovery | Weekly Market Commentary | June 8, 2020

LPL Research discusses whether the economic recovery may look more like a V-shape than a U, a square root, checkmark, or swoosh.
Categories
Uncategorized

Client Letter | Looking Forward | June 4, 2020

The stock market is forward-looking, and what it’s seeing now provides hope for better things to come.
Categories
Uncategorized

Stocks Rally and Roll | Weekly Market Commentary | June 1, 2020

The rally continued as the S&P 500 Index closed out May on the positive side.
Categories
Uncategorized

Earnings Season’s Mixed Results| Weekly Market Commentary | May 26, 2020

First quarter earnings season offered something for everyone.