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Stocks Pass Another Test With November Rebound
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 –...
Read MorePositive Momentum Builds as Year-End Approaches
As we approach the end of the year, it’s a good time to step back and look at what’s shaping markets right now. The final week of October brought several important developments across earnings, monetary policy, and global trade — all...
Read MoreStock Market Fundamentals Outweigh Shutdown Drama
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...
Read MoreResilient Markets Amid Economic Crosscurrent
The last few days of July and the beginning of August have brought a flurry of key economic data, central bank activity, company earnings results, and tariff news. Here are some takeaways from the week of July 28: Slowing U.S. economy....
Read MoreMidyear Outlook 2025
LPL Research recently unveiled Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations, their semi-annual report that recaps where markets and the economy have been over the first half of 2025 and where they may be going over...
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June Market Update: Trade Tensions, Tech Strength, and Bond Market Pressures
As we step into June, markets continue to wade through a complex mix of shifting trade policies, uncertain economic signals, and stubborn bond market headwinds. Here’s a quick rundown of what’s been happening — and what to keep an eye...
Read MoreMarket Resilience Amid Uncertainty
The latest recovery is another reminder that periods of turmoil can often create opportunities. Although stocks may pull back after their strong rally since the April 8 lows — especially if trade deals and tariff reductions don’t...
Read MoreNavigating This Week's Market Turbulence
What a week it's been! I've been thinking about all of you as we've watched the markets react to the recent tariff announcements. I wanted to share some thoughts and put things in perspective. What's Going On? On April 2nd,...
Read MoreNavigating Market Volatility
Market volatility has arrived in force. The slowdown in the economy and more policy-driven volatility was the consensus expectation coming into 2025. What was not expected, however, was how much the Trump administration would lean into...
Read MoreTarrif Transition
As spring approaches and the weather warms, the U.S. economy has begun to cool. After a sizzling recovery from the pandemic, followed by a period of surprisingly solid and steady growth on the back of resilient consumer spending, the...
Read MoreAnother Strong Year for Stocks
Stocks soared in 2024, with the S&P 500 notching a +20% gain for the second consecutive year—the first time since 1997-98. Despite early worries—high valuations, concentrated tech growth, and rising 2024 was a remarkable year for the...
Read MoreDonald Trump Elected 47th President of the United States of America
Donald Trump was elected the 47th president of the United States, defeating Vice President Kamala Harris thanks to strong performance in key swing states that gave him 277 electoral votes to 224 for Harris (according to The Associated...
Read MoreBeyond the Federal Reserve Rate Cuts
As the leaves begin to change and the crisp air of October settles in, bringing with it the excitement of fall and the eerie delight of Halloween, we find ourselves at a pivotal moment in the financial world.Finally! For the first time...
Read MoreThe U.S. Economy and Financial Markets: Passing the Tests
With fall here and students back in school, now’s a great time to reflect on how the U.S. economy and markets have recently passed several tests. Despite recession fears, inflation spikes, and market volatility, the economy and stock market
Read MorePerspectives on Market Volatility
Stocks must have gotten the memo that August tends to be weak historically. July, the eighth positive month in the past nine, was quickly forgotten as the beginning of August greeted us with a selloff. The primary catalyst was August...
Read MoreStocks Benefit From Solid Fundamental Foundation
April showers brought May flowers as markets placed greater importance on economic growth and corporate profits than the “higher for longer” interest rate messages from the Federal Reserve (Fed). In fact, the S&P 500 ended May above...
Read MoreNavigating May's Stock Market Outlook
After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go...
Read MoreAn Excellent First Quarter for Stocks
The first quarter is in the books, and it was an excellent one for stocks. The S&P 500 index rode a resilient U.S. economy, easing inflation, rising corporate profits, and anticipation of summertime rate cuts from the Federal Reserve...
Read MoreMarkets Warming Up
As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, since December 2023, the S&P 500 has not experienced a pullback of even 2%. Strong starts to...
Read MoreSolid Start to 2024
Stocks are off to a solid start in 2024. January gains are particularly enjoyable because of the old adage from the Stock Trader’s Almanac, “As goes January, so goes the year.” Nearly 75 years of historical data shows...
Read More2024 Important Numbers
Staying informed about the latest tax numbers and financial limits is crucial for effective financial planning. As we step into 2024, it's important to be aware of the various annual limits and frequently used figures that could impact...
Read MoreImportant Lessons from 2023
Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than 20% for the...
Read MoreOutlook 2024: A Turning Point
LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. It’s with pleasure that we bring you a few of...
Read MoreReflecting on a Memorable November: Insights and Outlook
This November brought significant gains for both stocks and bonds, creating an unforgettable month for investors. As the financial markets continue to surpass expectations, I'm reminded of the wise words of Charlie Munger, Warren...
Read MoreOffering Thanks
The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives, there are things to be thankful for. Here is just some of what we’re...
Read MoreStocks and Geopolitical Crisis Events
On Saturday, Hamas, a Palestinian militant group designated as a terrorist organization by the U.S. government, launched an attack on Israel, killing hundreds of civilians and taking dozens more hostage. In response to the attack,...
Read MoreStay the Course
The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies as out of the ordinary. Since 1950, the S&P 500 has historically declined in September 55% of the...
Read MoreProspects for a Fourth Quarter Rally
After a difficult September for stocks, investors are surely ready to flip the calendar to October. That’s the month that kicks off the historically strong fourth quarter. Expecting this pattern to repeat this year is tricky...
Read MoreGovernment Shutdown Looms, Stocks Say ‘Been There, Done That
The specter of a U.S. federal government shutdown continues to loom this week as Congress has just 12 days to agree on a budget before the October 1 deadline.
Read MoreNavigating August's Financial Turbulence: A Glimpse at What Lies Ahead
Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On the first day of August, markets had to contend with a downgrade of U.S. long-term debt by the rating agency, Fitch....
Read MorePullback Perspective: The Reasons Why Stocks Are Pulling Back
Volatility has returned right on cue as U.S. equity markets continue to pull back from overbought levels. The recent jump in interest rates has proven to be too much too fast for stocks to absorb, especially for the heavyweight and...
Read MoreNavigating Retirement: Data-Driven Stories for Your Journey
As you stand on the precipice of retirement or consider your current retirement position, it's time to take a data-lit journey through the landscape that awaits. The Rising Tide of Inflation Imagine, if you will,...
Read MoreStaying Invested in a Tricky Environment
Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky, as recession hasn’t follo
Read MoreTurbocharge Your Investments: A Fun Guide to Tax-Efficient Investing
Hey there, Retirement Rockstar!Whether you're counting down the days to retirement or already living it up in your golden years, navigating the tax maze is a key part of maintaining your financial health. Ready to rev up your...
Read MoreBetter-Than-Expected First Half
As we finalize the log on the first six months of 2023, we believe there’s value in reflecting on recent months gone by. Doing so can help crystallize key learnings and help chart a course through the rest of the year. Looking...
Read MoreInvestor Sentiment Tested
Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of year. Investors saw signs of such renewed hope in recent weeks, especially on...
Read MoreWaiting for New Highs
Financial markets have experienced quite a bit of change this year in just two short months. We started the year hopeful that stocks would benefit from a better economic and monetary policy environment by the spring, but recent...
Read MoreOpportunities in 2023
Whether you’re one to set ambitious New Year’s resolutions or simply use the beginning of the year to reset on a few habits, there’s almost always some value in reflecting on the past year before looking ahead. The...
Read MoreTop 10 Provisions in SECURE 2.0
CONGRESS RECENTLY ENACTED LANDMARK RETIREMENT LEGISLATION KNOWN AS SECURE 2.0 THAT WILL INCENTIVIZE INDIVIDUALS TO SAVE FOR RETIREMENT, WHILE INCREASING ACCESS TO WORKPLACE PLANS. THE NEW LAW INCLUDES A NUMBER OF PROVISIONS INTENDED TO...
Read MoreReasons for Optimism
We wish you a happy New Year and hope you were able to close out 2022 with friends and family.The beginning of a calendar year is often the time when the previous year’s reflections transition to a new year’s hopes. Given...
Read MoreOutlook 2023: Finding Balance
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. Whether it’s about the markets...
Read MorePlaybook for a Fed Pivot: Exploring Equity and Fixed Income Market Performance
Recent inflation data has tempered expectations for future Federal Reserve tightening, including a potential peak in the terminal rate near 5.0% in May or June of 2023. While the market has welcomed this news, history suggests the path...
Read MoreMaintaining Your Investment Cool When Markets Are Volatile
6 points that can help you feel more at ease with market volatilityAlthough market uncertainty might make you feel jittery, keeping your investment cool is critical to your financial success. While it's hard to watch your portfolio...
Read MoreInflation and Rising Rates Supports Value
The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for a sustained period for the first time in almost 15 years. However, the debate is heating up as investors begin to consider whether the...
Read MoreHow Midterm Elections May Move Markets
Midterm elections are upon us, with Election Day on Tuesday. Republicans are strongly favored to win the House, and the Senate is roughly a tossup. We believe either outcome would be market-friendly, although the bigger market driver...
Read MoreLooking Ahead
October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The downside pressure on equities had...
Read MoreThree Things to Know About Recessions: The 3 D’s
If the U.S. economy enters a recession, the causes and potential outcome will be hotly debated. At LPL Research, our starting point is always looking at history. This week’s commentary will remind us of three things we know about...
Read MoreLow Bar for Earnings Season Brings Third Quarter Expectations Down
Expectations are very low for this earnings season. The challenges are many, with intense cost pressures and slowing economic growth at the top of the list. The chorus of analysts and strategists calling for big cuts to estimates has...
Read MoreCould the Worst be Behind Us?
First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian. Our thoughts are with those impacted by this devastating storm.This has clearly been a challenging year for households. Stocks and bonds are...
Read MoreMarkets on Watch as Xi Jinping’s Influence to be Tested in October
On October 16, China will begin its 20th National Congress of the Chinese Communist Party in Beijing. This plenum is especially significant because it is expected that President Xi Jinping will be granted an unprecedented third term,...
Read MoreBetter Times Ahead
In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just...
Read MoreWhy It May Be Time to Take Advantage of Higher Yields
The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure in its tactical allocation from underweight to neutral. Now that interest rates have moved substantially higher, we...
Read MoreWhat Issues Should I Consider During A Recession Or Market Correction?
Market corrections and recessions are a normal part of the investment and financial planning process. When these events happen, the fear of what the future will look like can be overwhelming.It's important to remember that these types...
Read More5 Facts About Market Volatility
Here are 5 reassuring facts around market volatility:1) Volatility may be uncomfortable … but it’s normal.Just like muscle fatigue is part of any intense training program, volatility is an unavoidable part of the...
Read MoreHow Much Higher Can Rates Go?
Inflationary dynamics continue to surprise to the upside, and markets now expect the Fed to pursue one of its most aggressive rate hiking campaign in years. U.S. Treasury yields continue to move higher as well. We think we’ve...
Read MoreGetting Jobs Market Back into Balance
Federal Reserve Chairman Jay Powell reiterated his warning that getting inflation under control will require some pain. Powell is likely making these warnings based on the arcane, clunky relationship between inflation and unemployment....
Read MoreTake a Hike
Taking a Hike: Four ways interest Rate Hikes Can Affect Your Finances Unless you live on another planet, you are fully aware of this thing called inflation — whether you’re at the grocery store, a gas station, buying...
Read MoreThe Best and Worst of Times
When it comes to stock market performance, August was “the best of times, and the worst of times.” The strong market rally that peaked in mid-August was viewed by many analysts as a transition from a bear to bull market,...
Read MoreEarnings Recap: Still Hanging In There
Earnings growth of 6-7% doesn’t sound very exciting, but given the challenges corporate America has faced, we consider the nearly-complete second quarter earnings season a resounding success. The numerous challenges last quarter...
Read MoreHome Sales Fall (Again). What’s Next?
Existing home sales fell 5.9% in July, the sixth consecutive month of declines as higher interest rates weigh on housing affordability and prospective buyers. As the housing market slowed, so did prices. The median price for a single...
Read MoreIs This the Start of a New Bull Market?
Investors cheered the two better-than-expected inflation reports last week, pushing the S&P 500 to 16% above its June 16 low and only 11% below its all-time high. After this rebound, the key question investors are asking is whether...
Read MoreThe Case for a U.S. Recession Weakens
The market pundits remain intensely focused on the question of whether the U.S. economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. While...
Read MoreBig Week for Market Watchers
Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of...
Read MoreWhat a Week for the Stock Market
That was quite a week. These days a Federal Reserve (Fed) policy meeting alone gets a lot of headlines and has market participants on the edge of their seats. Add to that the second straight quarter of negative gross domestic product...
Read More3 Factors That Could Change the Inflation Course
For the past year, supply-related problems contributed more to inflation than demand-related imbalances, but that may be changing soon. There are at least three factors that could change the course of inflation. First, the improvement...
Read MoreManaging Market Volatility
Markets 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 anything that may lie ahead. So far, this year hasn’t seen a...
Read MoreMidyear Outlook 2022: Navigating Turbulence
Markets 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 what lies ahead. So far, this year hasn’t seen a full-blown crisis...
Read MoreConstructive, Not Complacent: Lowering S&P 500 Target
Stocks have been unable to make up much ground since the June 16 lows, with a bear market rally amounting to only around a 4.3% gain in the S&P 500 Index since then (as of July 1). After the more than 6% rally the week of June 24 and...
Read MoreLooking Forward
As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. However, the Fourth of July Independence Day holiday does bring with it reason for celebration. Not only is it the 246th...
Read MoreRelief at the Pump and for Portfolios?
2022 has been rough all-around for the American consumer. Not only are we battling decades-high inflation, but investors’ portfolios are off to one of the worst starts to a year in history as we near the halfway point. Our...
Read MoreBear Market Q&A
The bear market that started on June 13 has left the S&P 500 Index 23.5% below its January 3 high. After the initial positive reaction to the Federal Reserve’s first 0.75% rate hike since 1994 and tough talk on inflation,...
Read MoreA Bear Market Is Officially Here
A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close more than 20% below its January 3 record...
Read MoreInvesting With Confidence
INVESTING WITH CONFIDENCE Guidance for resisting emotional investing and staying on track for the long term History has revealed that crises and extreme circumstances often inspire courage, innovation, and reinvention. That’s...
Read MoreIs the 60/40 Portfolio Dead?
This year has been tough for investors, not just because stocks have fallen but also because bonds have not helped mitigate those losses as they have historically done. Below we discuss the outlook for diversified portfolios of stocks...
Read MoreThe Economy Is Slowing But Not Shrinking
Many pundits are issuing recession warnings and saying the economy is heading for a hard landing. Amid the cacophony of voices, we think the economy is slowing just like central bankers want but not shrinking. Further, we argue that a...
Read MoreBull Market Hangs By a Thread
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). From that January 3 closing high through the recent low on...
Read MoreLooking Through the Clouds
At the risk of sounding cliché, making the case for stocks to stage a second half rally back to the prior highs requires investors to see through some heavy cloud cover. If you prefer another market cliché, it’s times...
Read MoreTop 10 Provisions in the House Bipartisan Retirement Legislation
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Don't Expect the Fed To End This Bull Anytime Soon
Here we take a look back at historical performance for stocks before, after, and much after initial Fed rate hikes to help reassure any nervous investors out there.
Read MoreHoliday Resilience
We hope everyone enjoyed the Thanksgiving holiday with family and friends. While life has been challenging during the pandemic, we have a lot to be thankful for. At this time, we are especially grateful for COVID-19 vaccines and...
Read MoreThe Stock Market, Economy, and New Year: Three Reasons To Be Thankful
There are only six weeks to go in 2021 and it has been an incredible year for the stock market bulls. In fact, in many ways it could go down as one of the best years ever. This week, in honor of Thanksgiving, we wanted to take a...
Read MoreA peek at peak inflation
After an upside inflation surprise in October, it’s clear that peak inflation may still be ahead, possibly even pushing into 2022. While the Federal Reserve (Fed) maintains its position that elevated inflation will be transitory...
Read MoreDeveloped International: If Not Now, When?
Since we began our investing careers, we’ve had the concept of diversification drilled into our heads. Some refer to it as the only free lunch in investing. Well, when it comes to geography, that advice hasn’t been helpful...
Read MoreMany Reasons to be Thankful
The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin...
Read MoreRetirement Plan Annual Maintenance
Perform this five-point inspection to help keep your retirement plan’s motor running smoothly Just like with a car, it’s a good idea to perform some annual maintenance on your retirement plan. Here’s a five-point...
Read More5 Things That Might Spook Markets
With Halloween over the weekend, what better to write about this week than what scares us? If our positive near-term market outlook proves to be overly optimistic, we believe one—or perhaps more than one—of these five...
Read MoreBullish Setup into Year-End
The S&P 500 Index has gained more than 20% so far this year, making more than 50 record highs along the way. Certainly nobody should be upset with that return if that was all 2021 brought us. However, we see signs that there could be...
Read MoreQ3 Earnings Preview: Less Upside
"Looking out to 2022, prospects for above-average economic growth and further earnings gains potentially point to another good year for stock investors, though probably not as good as 2021 has been." - Jeff Buchbinder, CFA, Equity...
Read MoreAnswering the Top Debt Ceiling Questions
Last week, Congress was able to push back a fast-approaching deadline for raising the debt ceiling to December. Markets applauded the move with a relief rally. Despite decreased uncertainty in the near term, we may be confronted with...
Read MoreChange May Bring Opportunities
One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. For investors right now, there is no shortage of...
Read MoreThirty-Thousand Feet: Seven Foundational Concepts for Your Investment Program
Successful investors, both past and present, are looked upon with great reverence. From Benjamin Graham and Warren Buffett to Paul Tudor Jones and David Tepper, professional investors appear to hold a key that few others possess. And...
Read MoreTo Z or Not to Z: Why the Shape of the Recovery Still Matters
LPL Research is downgrading its 2021 U.S. GDP growth forecast from 6.25–6.75% to 5.75–6.25%. Growth is likely to come in at an annualized pace near 5% over the second half of the year. So, while expectations have been...
Read MoreInvesting With Confidence
Guidance for resisting emotional investing and staying on track for the long term History has revealed that crises and extreme circumstances often inspire courage, innovation, and reinvention. That’s because we’re often...
Read MoreRevisiting Our 10-Year Treasury Yield Forecast
Until recently, we expected the 10-year Treasury yield to end the year between 1.75% and 2.0%. Now, however, there are two key elements suggesting we are unlikely to see significantly higher interest rates by year end: The Delta...
Read MorePolicy Risk Looms But Clarity Ahead
LPL Research explores a few policy-related risks that may increase market volatility in the near-term but maintain the fundamental backdrop for the economy remains strong. Several policy-related risks loom in September and October...
Read MoreThe Bull Market Continues
The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of...
Read MorePoking The Bear
LPL Research explores five things that some bears believe that do not worry us. First and foremost, this week’s commentary should not be construed to suggest that we are saying stocks will go up forever. We are also not saying...
Read MoreSix Months and Counting
Six months and counting. That is the current monthly winning streak for the S&P 500 Index. To take that a step further, this key equity benchmark has posted gains in 13 of the last 16 months—dating back to the March 2020 low....
Read MoreMidyear Outlook 2021: Picking Up Speed
In the first half of 2021, the U.S. economy powered forward faster than nearly anyone had expected. Speed can be exhilarating, but it can also be dangerous. In our view, the overall economic picture remains sound and will likely...
Read MorePicking Up Speed
In the first half of 2021, the U.S. economy powered forward faster than nearly anyone had expected. Speed can be exhilarating, but it can also be dangerous. In our view, the overall economic picture remains sound and will likely...
Read MoreThree Things That Worry Us
Markets are off to a strong start this year, with the S&P 500 Index up about 14% so far. However, most of those gains came early in the year, and many stocks have stagnated over recent months. While we remain overweight on stocks...
Read MoreA Path to Normalcy
As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to recover remarkably quickly and the...
Read MoreOut of the Shadows
As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliché is getting a lot of airtime. This is the idea that the stock market tends to be weakest between May and October (and...
Read MoreSpring Into A Positive Outlook
“The real key to making money in stocks is not to get scared out of them.” Peter Lynch They say April showers bring May flowers. Well, after a lot of showers and storms over the past year, flowers are starting to bloom and...
Read MoreThe Return to Normal is Approaching
It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that everyone’s life is different today than it was a year ago. It’s...
Read MoreThree Types of Lies
You can take any data and tell any story you want, but when you want to invest, you want to know what really matters.
Read MoreStay the Course
“In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” Warren Buffett 2021 is under way, as our nation and the rest of the world look to begin to put the global pandemic...
Read More2021 Brings a Fresh Start
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...
Read MoreOutlook for 2021
As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Areas of the economy have been damaged and may never fully recover, but other areas...
Read MoreElection Clarity for the Markets
Former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race and bringing an end to the highly contested 2020 election. The new president-elect benefited...
Read MoreElection 2020 Is Undecided
The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our democracy. Determining the outcome of our elections is a process, but it...
Read MoreDoes Your Portfolio Reflect Your Risk Tolerance?
Happy Halloween!!! When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type -- and the potential return associated with your retirement portfolio...
Read More12 COMMON FINANCIAL MISTAKES TO AVOID
Just as to-do lists can be a key part of planning, do-not-do lists can be helpful reminders to avoid mistakes that others have made. 1. Impulse investing. Avoid investing based on a whim or a tip. Don’t invest a certain way just...
Read MoreHow Much Do You Need to Retire?
Picturing yourself as a retiree may be hard if not impossible. But if you could envision those future years, you'd probably see a life full of activity and decades of health, happiness, and prosperity. No rocking chairs and lap shawls...
Read MoreSigns of Strength in the Economy
Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as possible despite the ongoing impact from COVID-19. While the number of new daily...
Read MoreBack to School in a New Way
Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other years, going back to...
Read MorePositive Territory
The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in cases. According to the World Health...
Read MoreFourth of July Optimism
The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may take a seat at the...
Read MoreLooking Forward
As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far. At the same time, we’re encouraged by the resiliency and accelerated innovation among US businesses and the...
Read MoreBetter Times Are Coming
“Never confuse a single defeat with a final defeat.” — F. Scott Fitzgerald The economic struggles in our country are among the worst we’ve ever seen. In April, a record 20 million people lost their jobs, and 36...
Read MoreNowhere To Go But Up
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...
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