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  • Home
  • About Us
    • Greg S. Dodge, AAMS®, RICP®
    • Our Company
    • LPL Financial
  • Research
  • Contact Us
    • Contact Us
    • Driving Directions
  • Client Login
  • Home
  • About Us
    • Greg S. Dodge, AAMS®, RICP®
    • Our Company
    • LPL Financial
  • Research
  • Contact Us
    • Contact Us
    • Driving Directions
  • Client Login

CONTACT US

Have a question? Need a little advice on a financial problem that you are facing? We are here to help.

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RESEARCH

Outlook 2023: Finding Balance

Outlook 2023: Finding Balance

May 25, 2023

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local...

read more

Weekly Market Commentary

  • Weekly Market Commentary | Can Earnings Catch Up to This Stock Market Rally?

    LPL Research discusses first quarter's solid reporting season and why it might not offer much of a […]

  • Weekly Market Commentary | Market Update: Tariff Pause Boosts Sentiment, Fed Steady

    LPL Research explores the temporary pause on tariffs with China, the impact on investor sentiment, […]

  • Weekly Market Commentary | Bulls Are on Trial

    LPL Research discusses trade talks and their market outlook, noting progress but ongoing […]

  • LPL Research| May 2025 Global Portfolio Strategy | Adding Global Diversification on Growing Trade Optimism

    Major averages ended a volatile April mostly lower after paring back a deep correction in the wake […]

  • Market Resilience Amid Uncertainty

    LPL highlights the stock market’s resilience, emphasizing downturns often create opportunities […]

  • Finding Value Among the Muni Market Malaise

    LPL Research highlights the volatile month for the municipal bond market, the impact of supply […]

Macro. Market. Movers.

  • Weekly Market Performance — May 30, 2025

    LPL's Weekly Market Performance for the week of May 26, 2025, highlights a busy week of trade […]

  • Court Blocks Trump Tariffs, Raising Trade Policy Uncertainty

    A federal court ruling blocks major U.S. tariffs, shaking up President Trump’s trade strategy.

  • Are Managed Futures Strategies Paying Off in 2025?

    LPL Research reviews the 2025 performance of the managed futures space.

  • Where Have All the (Duration) Buyers Gone?

    LPL Research highlights the global bond market sell-off and why some foreign investors may not be […]

  • Weekly Market Performance — May 23, 2025

    LPL's Weekly Market Performance for the week of May 19, 2025, highlights a risk-off week for […]

  • Warren Buffett to Step Down: What Investors Can Learn

    Learn Warren Buffett’s key investing principles—from buying quality companies to staying […]

RESEARCH

Outlook 2023: Finding Balance

Outlook 2023: Finding Balance

May 25, 2023

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local...

read more

Weekly Market Commentary

  • Weekly Market Commentary | Can Earnings Catch Up to This Stock Market Rally?

    LPL Research discusses first quarter's solid reporting season and why it might not offer much of a […]

  • Weekly Market Commentary | Market Update: Tariff Pause Boosts Sentiment, Fed Steady

    LPL Research explores the temporary pause on tariffs with China, the impact on investor sentiment, […]

  • Weekly Market Commentary | Bulls Are on Trial

    LPL Research discusses trade talks and their market outlook, noting progress but ongoing […]

  • LPL Research| May 2025 Global Portfolio Strategy | Adding Global Diversification on Growing Trade Optimism

    Major averages ended a volatile April mostly lower after paring back a deep correction in the wake […]

  • Market Resilience Amid Uncertainty

    LPL highlights the stock market’s resilience, emphasizing downturns often create opportunities […]

  • Finding Value Among the Muni Market Malaise

    LPL Research highlights the volatile month for the municipal bond market, the impact of supply […]

Macro. Market. Movers.

  • Weekly Market Performance — May 30, 2025

    LPL's Weekly Market Performance for the week of May 26, 2025, highlights a busy week of trade […]

  • Court Blocks Trump Tariffs, Raising Trade Policy Uncertainty

    A federal court ruling blocks major U.S. tariffs, shaking up President Trump’s trade strategy.

  • Are Managed Futures Strategies Paying Off in 2025?

    LPL Research reviews the 2025 performance of the managed futures space.

  • Where Have All the (Duration) Buyers Gone?

    LPL Research highlights the global bond market sell-off and why some foreign investors may not be […]

  • Weekly Market Performance — May 23, 2025

    LPL's Weekly Market Performance for the week of May 19, 2025, highlights a risk-off week for […]

  • Warren Buffett to Step Down: What Investors Can Learn

    Learn Warren Buffett’s key investing principles—from buying quality companies to staying […]

CONTACT US

Have a question? Need a little advice on a financial problem that you are facing? We are here to help.

Read More..

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