Featured Articles
Can Something Good Come From A Crisis? | Weekly Market Commentary | October 23, 2023
Despite headwinds, the U.S. could experience structural changes in the labor market, residential real estate, and inflation as the post-pandemic economy progresses into the New Year.
Earnings Hope To Keep This One-Year Old Bull Market Going | Weekly Market Commentary | October 16, 2023
The October-November reporting season can be particularly interesting because full-year numbers are nearly locked in while more companies share thoughts on the year ahead. Here are several things we will be watching as reports stream in.
Higher For Longer – Updating Our Treasury Forecast | Weekly Market Commentary | October 9, 2023
U.S. Treasury yields have seemingly been moving in one direction lately (higher), with the 30-year Treasury yield temporarily breaching 5% for the first time since 2007.
Client Letter | Staying the Course | October 4, 2023
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 time, posting an average...
Prospects For a Fourth Quarter Rally | Weekly Market Commentary | October 2, 2023
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.
Is India The New China? | Weekly Market Commentary | September 25, 2023
India has emerged as a compelling economic growth story and an increasingly attractive alternative to China within the emerging markets complex. A growing population with a robust and young workforce, significant infrastructure spending, and an ongoing digital transformation have been key catalysts to India’s outperformance over China.
Buy Japan, Hold U.S., Sell Europe | Weekly Market Commentary | September 18, 2023
Recent data suggests economic conditions in Europe are deteriorating, removing a key element of LPL Research’s positive view of the attractively valued developed international equities asset class.

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