Client Letter

Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors…

Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake…

Trade and impeachment have garnered a lot of the headlines recently, but behind the scenes the U.S. economy has remained resilient.

The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower….

We hope you have had an enjoyable summer! Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum…

Happy Birthday, United States of America! As we celebrate our nation’s birthday, U.S. leadership on the world stage remains in focus…

LPL Research believes that even as investors face prospects for periodic bouts of volatility, emphasizing fundamentals will remain critical for making effective investment decisions…

Our June letter discusses the U.S.-China trade dispute, tariffs on Mexican imports, and the possible effects on financial markets.

The S&P 500 Index has risen for four consecutive months, resulting in the strongest start to a year in more than 30 years!

While stocks rallied in the first quarter following the sharp December decline, expectations for first quarter gross domestic product (GDP) appeared to dampen and stand at about half the pace that it did last year.