Blog
Welcome to 2022!
appy New Year and welcome to 2022! We hope that you and your family had an enjoyable holiday season. We look forward to what this new year has to offer.
For 2022, Let Gratitude Be Your Attitude!
Throughout the year, our goal is to provide our clients a wealth of consistent and pertinent information on financial markets and economic topics.
Proactive Year-end Tax Planning for 2021 and Beyond: Including Key Tax Change Proposals
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies.
Quarterly Economic Update Third Quarter 2021
Equity markets ended the third quarter with mixed results. The quarter started with strong earnings reports lifting many large U.S. stocks during the summer…
Research
Is Investor Confidence in Treasuries Fading?
LPL Research examines whether rising U.S. debt threatens Treasuries’ safe-haven status, and why investor demand remains resilient.
Weekly Market Performance | April 17, 2026
LPL Research Last Updated: April 17, 2026 LPL Research provides its Weekly Market Performance for the week of April 13, 2026. Markets posted a strong weekly advance as easing geopolitical tensions, solid earnings reports, and better-than-expected inflation signals fueled a risk-on tone. U.S. equities notched record highs on optimism around Middle East ceasefire developments and abating energy supply concerns, alongside upbeat artificial…
Tactical Positioning: From Preparation to Action
LPL Research examines the latest updates to their tactical views and what it means to be a tactical investor.
Technology Performs Surprisingly Well in the Face of Current Uncertainty
LPL Research analyzes sector performance during the Iran conflict and highlights the surprising leader, technology.