Explore our recent insights.


Articles of Interest

Recent inflation data has tempered expectations for future Federal Reserve tightening, including a potential peak in […]

November 22, 2022

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for […]

November 15, 2022

Midterm elections are upon us, with Election Day on Tuesday. Republicans are strongly favored to win […]

November 08, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally […]

October 31, 2022

If the U.S. economy enters a recession, the causes and potential outcome will be hotly debated. […]

October 26, 2022

Expectations are very low for this earnings season. The challenges are many, with intense cost pressures […]

October 18, 2022

As Federal Reserve (Fed) officials continue to emphasize the Fed’s commitment towards restoring price stability, the […]

October 11, 2022

On October 16, China will begin its 20th National Congress of the Chinese Communist Party in […]

October 04, 2022

The LPL Research Strategic and Tactical Asset Allocation Committee is increasing its recommended interest rate exposure […]

September 26, 2022

One silver lining in the current bear market is that this could be a good time […]

September 26, 2022

Inflationary dynamics continue to surprise to the upside, and markets now expect the Fed to pursue […]

September 19, 2022

If you’ve lost your job, or are changing jobs, you may be wondering what to do […]

September 19, 2022

Federal Reserve Chairman Jay Powell reiterated his warning that getting inflation under control will require some […]

September 12, 2022

What is Tax Loss Harvesting? When investments in taxable accounts do not perform as hoped and […]

September 12, 2022

The difficult 2022 for stocks may not get much easier because as we now wait for […]

September 06, 2022

Because inflation could reduce your purchasing power over time, you’ll probably need to contribute more to […]

September 05, 2022

Earnings growth of 6-7% doesn’t sound very exciting, but given the challenges corporate America has faced, […]

August 29, 2022

Existing home sales fell 5.9% in July, the sixth consecutive month of declines as higher interest […]

August 24, 2022

The market pundits remain intensely focused on the question of whether the U.S. economy is in […]

August 08, 2022

That was quite a week. These days a Federal Reserve (Fed) policy meeting alone gets a […]

August 01, 2022

Is your bottom line where it should be?

Contact us for a performance review, and get a better understanding of what your portfolio’s structure, tax and risk exposure are costing you.