Every year as the summer months draw near their end, LPL Financial hosts its annual conference for financial advisors. While the conference is an excellent opportunity for advisors to expand upon professional interests, discover ways to enhance their impact on clients, and connect with industry experts — learning is a two-way street.
Like a stubbed toe, pullbacks in the market are inevitable, something investors tend to forget during periods of low 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
After the sharp August 5 decline, equities are nearing an attractive entry point. LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) maintains its tactical neutral stance on equities, while actively monitoring signs of bottoming. LPL Research continues to preach patience before buying this dip. Bottoming is a process.
Investors had a healthy appetite for risk so far this year as a so-called potential soft landing has been factored in. We have an economy with rising wages, decelerating inflation, and a Federal Reserve (Fed) on the cusp of cutting rates.
All LPL systems, including Account View, are fully operational, and all data reflected in Account View is current as of Friday’s market close. LPL technology
The first half of the year was a challenging environment for a lot of fixed income markets, especially higher-quality markets.
What’s happening? LPL is currently experiencing service disruptions as a result of the global technology outage, and some services are temporarily unavailable, including the online
With the release of the LPL Research Midyear Outlook 2024: Still Waiting for the Turn, in this week’s commentary we pull out key themes from the publication and add some context for our views given stocks have continued to rally — with Thursday a glaring exception as stocks sold off, somewhat surprisingly, after a good consumer inflation report.
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
Sign up to get interesting news and updates delivered to your inbox.
Solis Wealth Management, Inc 78-075 Main Street, Suite 204 La Quinta, CA 92253
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
The Wealth Advisors of Solis Wealth Management are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Greg Solis is domiciled, and his principle place of business is CA.
CA Insurance # 0795867
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)
This statement is a testimonial by a client of the financial professional as of {07/16/2024}. 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 #614236.)
This statement is a testimonial by a client of the financial professional as of {02/29/2024}. 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 #556941)
This statement is a testimonial by a client of the financial professional as of {05/23/2023}. 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 #451730-2)
This statement is a testimonial by a client of the financial professional as of {10/25/2023}. 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 #515842)
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)
This statement is a testimonial by a client of the financial professional as of {07/13/2023}. 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 #457029-1)