Blog
Five Strategies to Improve Your Investing Experience
There are numerous investment philosophies, but at the end of the day, almost all investors have a common goal – to have their money work for them and increase their assets. As financial professionals, our goal is to partner with each of our clients on their unique...
Quarterly Economic Update First Quarter 2023
The first three months of 2023 were a classic example that volatility can be very prevalent in equity markets. Despite a banking crisis, an initial uptick in inflation rates, additional increases in interest rates and economic uncertainty, U.S. equities still managed to end the quarter on a high note.
Weathering Volatility With a Long-term Strategy
“Market volatility” is the fluctuation of the market, both up and down, and the rate of that change to the equity market’s overall value. The bigger and more frequent the value swings, the more volatile the market.
Quarterly Economic Update Fourth Quarter 2022
Although the yearly results were discouraging, the fourth quarter of 2022, despite its volatility and uncertainty, brought slight improvements in the U.S. equity markets.
Research
Why Portfolio Manager Mistakes Seem Smart at First
LPL Research reveals why portfolio manager mistakes often seem smart in real time, and how subtle shifts in process, incentives, and risk can lead to avoidable underperformance.
Weekly Market Commentary | Energy Shock: Inflation Risks vs. Economic Growth | May 18, 2026
LPL Research examines rising inflation risks amid geopolitical tensions, while resilient growth and strong investment support continued expansion.
Weekly Market Performance | May 15, 2026
LPL’s Weekly Market Performance for the week of May 11, 2026, highlights record market highs despite higher oil prices, rising Treasury yields, and elevated inflation.
Rising Conviction on Earnings Growth
LPL Research provides an update on their tactical positioning and how strong earnings have influenced it.