Blog
Market Volatility Update
The rough stock market fluctuations created a rollercoaster-type of ride that has attracted almost every media outlet.
Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020
Income tax is a large revenue source for the United States government….
Year-end Tax Moves for 2019
One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies.
Strategies for Investors in a Volatile Market
Trying to time the market can be extremely difficult. One solution is to always understand your personal situation. Try to plan for your equity investments to maintain a long-term horizon and ignore the short-term fluctuations…
Research
Hyperscalers Plan to Live Up to Their Name
Hyperscalers Plan to Live Up to Their Name Jeff Buchbinder | Chief Equity Strategist Last Updated: February 12, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. Capital markets have faced quite an array of moving pieces over the last couple of weeks, ranging from equity market rotation dynamics, volatile metals and commodity price…
Imagining a Modern Fed-Treasury Accord
LPL Research examines what a new Fed-Treasury accord could look like and the potential impact on markets.
New Narratives in the Homebuilding Space
Picks and Shovels in U.S. Housing Market Thomas Shipp | Head of Equity ResearchLast Updated: February 10, 2026 Additional content provided by Tucker Beale, Analyst, Research. If U.S. Housing Inflection Is Near, Look for More Than Just Homebuilders Over the last three months, the housing conversation has warmed up again. Markets seem to be saying…
Weekly Market Commentary | Five Reasons the Run in Emerging Markets Could Continue | February 9, 2026
PL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings and AI-driven growth.