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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

Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations

Jul 9, 2025

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...

read more

Weekly Market Commentary

  • Weekly Market Commentary | Early Keys to 2026 | November 17, 2025

    In a year that could easily be defined by a few different words — including but not limited to […]

  • Global Portfolio Strategy | Patiently Awaiting a Pullback Before Considering Adding Risk | November 12, 2025

    LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech […]

  • Weekly Market Commentary | AI Infrastructure: A New Pillar of Economic Growth | November 10, 2025

    LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. […]

  • Client Letter | Positive Momentum Builds as Year-End Approaches | November 5, 2025

    LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the […]

  • Weekly Market Commentary | From Micro to Macro: A Busy Week of Market-Moving Data | November 3, 2025

    LPL Research reports on Fed rate cut, U.S.–China trade truce, strong earnings, and AI spending […]

  • Weekly Market Commentary | What Could Spook Markets | October 27, 2025

    LPL Research provides commentary on which risks should be paid attention to as the markets move […]

Macro. Market. Movers.

  • Weekly Market Performance — November 14, 2025

    LPL's Weekly Market Performance for the week of November 10, 2025, highlights a rise in volatility […]

  • Why Market Pullbacks in 2025 Have Been Shallow and Short

    LPL Research examines the depth and duration of market drawdowns amid the recent bull market run […]

  • AI Adoption Rates Will Likely Rise From Here

    LPL Research explains why several sectors could realize even higher adoption rates for artificial […]

  • Ideas Are Everywhere — If You’re Paying Attention

    LPL Research explores how personal experience and everyday observations can guide long-term […]

  • Weekly Market Performance — November 7, 2025

    LPL's Weekly Market Performance for the week of November 3, 2025, highlights AI-realted valuation […]

  • AI Theme: Longer Rainbows Should Lead to Bigger Pots of Gold

    LPL Research analyzes the balance between the AI theme’s potential and risks for investors.

RESEARCH

Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations

Jul 9, 2025

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...

read more

Weekly Market Commentary

  • Weekly Market Commentary | Early Keys to 2026 | November 17, 2025

    In a year that could easily be defined by a few different words — including but not limited to […]

  • Global Portfolio Strategy | Patiently Awaiting a Pullback Before Considering Adding Risk | November 12, 2025

    LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech […]

  • Weekly Market Commentary | AI Infrastructure: A New Pillar of Economic Growth | November 10, 2025

    LPL Research explores how AI-driven investments and intellectual property are reshaping U.S. […]

  • Client Letter | Positive Momentum Builds as Year-End Approaches | November 5, 2025

    LPL Research reviews strong earnings, Fed policy signals, and easing trade tensions shaping the […]

  • Weekly Market Commentary | From Micro to Macro: A Busy Week of Market-Moving Data | November 3, 2025

    LPL Research reports on Fed rate cut, U.S.–China trade truce, strong earnings, and AI spending […]

  • Weekly Market Commentary | What Could Spook Markets | October 27, 2025

    LPL Research provides commentary on which risks should be paid attention to as the markets move […]

Macro. Market. Movers.

  • Weekly Market Performance — November 14, 2025

    LPL's Weekly Market Performance for the week of November 10, 2025, highlights a rise in volatility […]

  • Why Market Pullbacks in 2025 Have Been Shallow and Short

    LPL Research examines the depth and duration of market drawdowns amid the recent bull market run […]

  • AI Adoption Rates Will Likely Rise From Here

    LPL Research explains why several sectors could realize even higher adoption rates for artificial […]

  • Ideas Are Everywhere — If You’re Paying Attention

    LPL Research explores how personal experience and everyday observations can guide long-term […]

  • Weekly Market Performance — November 7, 2025

    LPL's Weekly Market Performance for the week of November 3, 2025, highlights AI-realted valuation […]

  • AI Theme: Longer Rainbows Should Lead to Bigger Pots of Gold

    LPL Research analyzes the balance between the AI theme’s potential and risks for investors.

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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