Blog
Foundational Information That Successful Investors and Savers Understand!
Like many other savers and investors, you may be worried that we are headed toward more challenging economic times.
Quarterly Economic Update Second Quarter 2022
The first half of 2022 has been a nightmare for even the most seasoned of investors.
Understanding Rising Interest Rates
During the last few years, borrowers and spenders have enjoyed historically low interest rates.
DANIEL S ROMERO, CFP® RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR
Daniel S. Romero, CFP® of Romero Wealth Management was recently ranked No. 60 in California in Forbes’ 2022 Best-In-State Wealth Advisors list.
Research
April Flow Trends Highlight Equity Strength
LPL Research analyzes April ETFs, highlighting strong equity inflows, rising risk appetite, and renewed dominance of U.S. large cap stocks.
Gold is Doing its Job, But Not the One You Expect
LPL Research discusses behind-the-scenes dynamics of gold’s price action since the onset of the U.S.-Iran conflict and global energy disruption.
How Portfolio Managers Are Thinking About 2026
LPL Research provides Q1 2026 insights from the LPL Financial Coverage List to pinpoint where large cap equity managers are leaning into opportunity and risk.
Weekly Market Commentary | AI-Driven Growth Fuels Strong Technology Earnings | May 04, 2026
LPL Research examines overlooked tech growth, assessing strong earnings, AI skepticism, and valuation opportunities for investors.