Broker Check

Blog

Thursday, January 19, 2017

Dear Valued Investor: Markets are off to a much better start in early 2017 than in 2016. After ten trading days, the S&P 500 is up 1.3% year to date, compared to an 8% decline during the same period in 2016. You may recall that a year...

Wednesday, December 21, 2016

Dear Valued Investor: The Federal Reserve’s (Fed) policy-making arm, the Federal Open Market Committee (FOMC), raised its target for the federal funds rate by 0.25% (25 basis points) last Wednesday as expected at the conclusion...

Wednesday, November 9, 2016

Dear Valued Investor: Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both...

Monday, September 26, 2016

Dear Valued Investor: As expected, the Federal Reserve’s (Fed) policymaking arm, the Federal Open Market Committee (FOMC), opted not to raise interest rates at the conclusion of its two-day policy meeting on Wednesday, September...

Friday, August 12, 2016

Dear Valued Investor: This summer so far has been anything but quiet. Between the June Brexit vote, several headline-grabbing jobs reports, the winding path of oil prices, and all-time highs for stocks, there has been a lot of activity...

Show All

Tuesday, July 19, 2016

Dear Valued Investor: The recently released LPL Research Midyear Outlook 2016: A Vote of Confidence publication, http://Midyear Outlook 2016 - A Vote of Confidence, contains the guidance and investment insights to support you...

Thursday, June 9, 2016

Dear Valued Investor: June 2016 is full of major market events, which may go a long way toward determining the direction of the stock market for the rest of the year. Although for some, the approach of summer means it’s time to...

Monday, February 22, 2016

Dear Valued Investor: Staying focused on long-term goals can be difficult during periods of heightened volatility such as we have experienced over the last six months. Although the list of market concerns has grown, it remains...

Thursday, January 21, 2016

Dear Valued Investor, Over the last few years, we have faced a variety of challenges in the market. Times of stress spark the need for discussion, reassurance, and often, historical context. In 2013, we started the year worried about...

Monday, January 11, 2016

Dear Valued Investor: While a new year means new beginnings—changing to a new calendar, signing up for a new gym membership, and struggling to remember to write 2016 on our checks—markets are starting 2016 off with the same...