Client Letter | Another Strong Year for Stocks | Jan 08, 2025
Stocks had another very strong year in 2024. In fact, 2024 marked the first time the S&P 500 has enjoyed a +20% gain in back-to-back
Stocks had another very strong year in 2024. In fact, 2024 marked the first time the S&P 500 has enjoyed a +20% gain in back-to-back
LPL Research recently unveiled Outlook 2025: Pragmatic Optimism. The annual update offers a comprehensive analysis of the economic and market environment. I’m excited to bring
Solid gains for stocks gave investors a November to remember. In fact, the S&P 500’s more than 5% advance marked its best month of 2024.
As we celebrate College Savings Month this September, it’s a perfect opportunity to highlight the importance of planning ahead for your loved ones’ education. With
I hope this message finds you well. With recent news about potential Social Security number leaks to the dark web, I wanted to share some
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
LPL Research recently unveiled Midyear Outlook 2024: Still Waiting for the Turn, the semi-annual report that recaps where markets and the economy have been over
Stocks finished the first half of the year the same way they started — with solid gains. Strong rallies from big tech names, combined with
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