Blog
Why Investors Can Be Thankful This Holiday Season
As the holiday season begins, it’s the perfect time to pause and appreciate what we have, both in our personal and financial lives. This is particularly important since investors tend to focus on what could go wrong rather than what has gon
Read More
Client Letter | Positive Momentum Builds as Year-End Approaches
October closed with strong earnings, easing trade tensions, and a seasonal tailwind for stocks, but monetary policy uncertainty and concentrated market leadership warrant caution. LPL Research recommends a selective, tactical approach as...
Read MoreClient Letter | Stock Market Fundamentals Outweigh Shutdown Drama
The October 1 deadline has passed, and the U.S. government has shut down. While political gridlock is never ideal, history suggests that shutdowns tend to be short-lived and have minimal sustained impact on the economy or the stock...
Read MoreWhat Fed Rate Cuts Mean for Your Investments
There's a famous saying in investing: "don't fight the Fed." It's important to look at the big picture of where rates are heading, not just one meeting at a time. Therefore, investors should stay attuned to the Fed's direction, as it...
Read MoreKey Pros and Cons of a 401(k) for Retirement Savings
The 401(k) is one of the most popular retirement savings plans in the U.S. This article discusses the benefits and drawbacks of contributing to a 401(k) plan.
Read MoreShow All
How Investors Can Keep Up with Inflation
For investors who lived through the inflation of the 1970s and early 1980s, or the price surges that followed the pandemic, sticky inflation should feel familiar. On the other hand, today’s inflation is occurring alongside healthy...
Read More
Client Letter | Resilient Markets Amid Economic Crosscurrent
The U.S. economy is showing signs of slowing down, with a 3% annualized GDP growth rate in the second quarter and a slowdown in hiring, but corporate earnings have been resilient, with S&P 500 earnings per share growing over 10% year...
Read More
Client Letter | 2025 Mid-Year Outlook: Pragmatic Optimism - Measured Expectations
We are pleased to share a few key highlights from the report, including insights on evolving trade policy, inflation expectations, and tactical investment strategies for navigating the second half of 2025.
Read More
Client Letter | America Gets Record High Stock Prices for Its Birthday
The stock market has shown impressive resilience in the face of complex policy dynamics, with the S&P 500 recovering from April lows to reach a fresh record high by the end of June, driven by factors such as lower oil prices, progress on...
Read MoreMarkets Rise Despite Trade Uncertainty
Stock markets bounced back in May, with the S&P 500 making up for its losses from earlier in the year. This good performance happened even though there were new trade deals, mixed economic news, and worries about U.S. government debt...
Read MoreWhat U.S.-China Trade Progress Means for Investors
The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April. This agreement, which lasts 90 days, lowers U.S. tariff rates on China from 145% to 30%, and China’s...
Read MorePerhaps the Most Important Chart in the Investing World
This chart shows the performance of the stock market (bars) and the largest intra-year decline (dots) each year. The average year sees a stock market drop of -13.5%. However, most years still end in positive territory, averaging 9% gains...
Read MoreClient Letter | Market Resilience Amid Uncertainty
The latest recovery is another reminder that periods of turmoil can often create opportunities. Although stocks may pull back after their strong rally since the April 8 lows — especially if trade deals and tariff reductions don’t...
Read More
Client Letter | Trade Tensions Intensify
Stocks fell sharply as China retaliated with tariffs and export controls in response to the U.S. trade measures, increasing recession concerns. Despite the volatility, a long-term focus and diversified portfolio can help navigate these...
Read MoreUnderstanding Market Corrections and the Role of Trade Tensions
On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they correspond to tariffs each country imposes on U.S. goods and are on top of previously announced duties...
Read More
Joe Mazzucco Named to the LPL Ambassador Council
LPL Financial announces that Joe Mazzucco, founder of Stonebrook Wealth Partners based in Boca Raton, FL, has been named a new member of the LPL Ambassador Council.
Read MoreShould Your Kids Have a Roth IRA?
If your child has earned income, they can contribute to a Roth IRA. Opening a Roth IRA for kids can significantly change their financial situation in retirement.
Read More
Client Letter | Tariff Transition
As the U.S. economy begins to cool from its post-pandemic surge, consumer spending remains resilient, particularly among higher-income earners, while slower growth and easing inflation pressure could pave the way for Federal Reserve rate...
Read More
Client Letter | AI Advances and Tariff Tactics
The new month brings significant market developments, including advances in AI by Chinese startup DeepSeek and impending tariffs on major trading partners. Despite these challenges, U.S. exceptionalism remains strong, and stock market...
Read More