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RESEARCH
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
Weekly Market Commentary
- Client Letter | Say Good-Bye to Summer and Hello to Historically Weak September | September 3, 2025
LPL Research highlights Fed rate cuts, strong earnings, and a resilient market outlook amid […]
- Weekly Market Commentary | Calm Before the Storm: Can This Rally Continue in September? | September 2, 2025
Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut […]
- Thirty-Thousand Feet | At the Crossroads: The Dollar’s Pivotal Moment | August 2025
LPL Research explores the U.S. dollar’s pivotal moment at a potential turning point in its […]
- Weekly Market Commentary | Grand Ideas at the Grand Tetons | August 25 2025
LPL Research examines recent Fed comments and what to expect moving forward.
- Weekly Market Commentary | Earnings Season Delivers | August 18, 2025
LPL Research discusses key takeaways from the most recent earnings season.
- Global Portfolio Strategy | Resilient Rally: AI, Earnings, and Trade Deals Drive July Highs | August 7, 2025
LPL Research offers a comprehensive outlook on global markets, highlighting the impact of AI-driven […]
Macro. Market. Movers.
- Policy Shifts Could Reshape 401(k) Investing
LPL Research discusses how the new executive order signed on August 7, 2025 focuses on providing […]
- Tariff Ruling Doesn’t Matter As Much as You Might Think
LPL Research discusses the federal court ruling striking down the Trump Administration’s tariffs […]
- Tactical Asset Allocation Positioning Insights
LPL Research examines their latest tactical views as we head into Fall.
- Weekly Market Performance — August 29, 2025
LPL's Weekly Market Performance for the week of August 25, 2025, highlights U.S. and international […]
- Weekly Market Performance — August 1, 2025
LPL's Weekly Market Performance for the week of July 28, 2025, highlights an action packed week, […]
- Weekly Market Performance — March 28, 2025
LPL's Weekly Market Performance for the week of March 24, 2025, highlights the latest tariff […]
RESEARCH
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
Weekly Market Commentary
- Client Letter | Say Good-Bye to Summer and Hello to Historically Weak September | September 3, 2025
LPL Research highlights Fed rate cuts, strong earnings, and a resilient market outlook amid […]
- Weekly Market Commentary | Calm Before the Storm: Can This Rally Continue in September? | September 2, 2025
Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut […]
- Thirty-Thousand Feet | At the Crossroads: The Dollar’s Pivotal Moment | August 2025
LPL Research explores the U.S. dollar’s pivotal moment at a potential turning point in its […]
- Weekly Market Commentary | Grand Ideas at the Grand Tetons | August 25 2025
LPL Research examines recent Fed comments and what to expect moving forward.
- Weekly Market Commentary | Earnings Season Delivers | August 18, 2025
LPL Research discusses key takeaways from the most recent earnings season.
- Global Portfolio Strategy | Resilient Rally: AI, Earnings, and Trade Deals Drive July Highs | August 7, 2025
LPL Research offers a comprehensive outlook on global markets, highlighting the impact of AI-driven […]
Macro. Market. Movers.
- Policy Shifts Could Reshape 401(k) Investing
LPL Research discusses how the new executive order signed on August 7, 2025 focuses on providing […]
- Tariff Ruling Doesn’t Matter As Much as You Might Think
LPL Research discusses the federal court ruling striking down the Trump Administration’s tariffs […]
- Tactical Asset Allocation Positioning Insights
LPL Research examines their latest tactical views as we head into Fall.
- Weekly Market Performance — August 29, 2025
LPL's Weekly Market Performance for the week of August 25, 2025, highlights U.S. and international […]
- Weekly Market Performance — August 1, 2025
LPL's Weekly Market Performance for the week of July 28, 2025, highlights an action packed week, […]
- Weekly Market Performance — March 28, 2025
LPL's Weekly Market Performance for the week of March 24, 2025, highlights the latest tariff […]
CONTACT US
Have a question? Need a little advice on a financial problem that you are facing? We are here to help.