Plenty of Positives | Client Letter by John Lynch | September 6, 2018

This Client Letter discusses recent positive indicators for U.S. economy and stocks, which we believe outweigh some areas for investor…..

Productivity on the Rise | Weekly Economic Commentary | September 4, 2018

Signs of sustainable productivity growth are emerging, thanks to solid economic fundamentals and the tailwind of fiscal stimulus...

S&P Sector Switcheroo | Weekly Market Commentary | September 4, 2018

S&P 500 GICS sectors will undergo a significant shift later this month with a big revamp and expansion of the…..

Powell’s Policy Pragmatism | Weekly Economic Commentary | August 27, 2018

Recent Fed communication reinforced its view that gradual hikes were the appropriate response to a strong economy, near-target inflation, and…..

Another Impressive Show from Corporate America | Weekly Market Commentary | August 27, 2018

Second quarter earnings season was quite impressive, with S&P 500 Index earnings growing 25% year over year...

Turkey’s Crisis and Economic Growth | Weekly Economic Commentary | August 20, 2018

It has been a complicated year for emerging markets (EM)...

Is Turkey a Reason to Sell EM? | Weekly Market Commentary | August 20, 2018

We think emerging markets (EM) contagion fears resulting from the crisis in Turkey may be overdone...

Portfolio Compass | August 15, 2018

Positions maintained (no changes); updates on LPL Research's views on equity, equity sectors, fixed income, and alternative asset classes...

Longest Bull Market Ever | Weekly Market Commentary | August 13, 2018

The bull market continues to defy the skeptics and is now nearing a major milestone...

Does ‘Headline’ Inflation Tell the Whole Story | Weekly Economic Commentary | August 13, 2018

As the U.S. economic recovery moves into its later stages, inflation has emerged at a surprisingly slow and inconsistent rate...