Client Letter | Stock Market Fundamentals Outweigh Shutdown Drama | October 01, 2025
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
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
As summer winds down, the financial world remains focused primarily on the Federal Reserve (Fed). At last month’s Jackson Hole Economic Symposium, Fed Chair Jerome
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,
LPL Research recently unveiled Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations, our semi-annual report that recaps where markets and the economy have been over the first half of 2025 and where we think they are going over the remainder of the year. We are pleased to bring you a few of the key highlights today…
As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook, and bond market headwinds.
Dear Valued Investor, April showers came a month early as stocks fell in March. Tariffs were the primary cause of the market jitters, although that
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
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
The new month brings two major market-moving stories to digest. First is the advances in artificial intelligence (AI) by Chinese startup DeepSeek. It has caused
As we draw closer to tax filing season, we wanted to send a reminder on the timing of your tax forms. Please note that tax
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This statement is a testimonial by a client of the financial professional as of {11/07/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
This statement is a testimonial by a client of the financial professional as of {07/10/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #622550)
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This statement is a testimonial by a client of the financial professional as of {02/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #436116-2)
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