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In this ever-changing and volatile world Retirement and Business planning is a fulltime job! Alone the task may seem overwhelming, but our mission is simple, “We Plan, You Live.”

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HAPPENING NOW

RESEARCH

Outlook 2024: A Turning Point

In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts...

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Outlook 2023: Finding Balance

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.

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Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022

LPL Research “Midyear Outlook 2022: Navigating Turbulence” features LPL Research’s economic and market forecasts for the second half of 2022.

RECENT NEWS

Treasuries: Who’s Buying and Why It Matters | Weekly Market Commentary | February 20, 2024

Treasuries: Who’s Buying and Why It Matters | Weekly Market Commentary | February 20, 2024

As the Federal Reserve (Fed) continues with its Quantitative Tightening (QT) program, questions abound regarding the Treasury Department’s expanding funding needs. The QT program is designed to reduce the Fed’s balance sheet — now $7.7 billion down from $9 billion — after Treasury notes (mostly) were bought after economic concerns intensified during the COVID-19-related pandemic. Households and, perhaps surprisingly, foreign investors have been buyers recently, and with the amount of Treasury supply coming to market, both will need to keep buying.

Outlook For U.S. Economy Continues To Brighten | Weekly Market Commentary | February 12, 2024

Outlook For U.S. Economy Continues To Brighten | Weekly Market Commentary | February 12, 2024

When we wrote the annual outlook last November, the data was mixed. Some metrics hinted at emerging cracks in the economy while others suggested the growth trajectory in capital markets and the economy had legs. So, the variety of the data produced the narrative that business activity in the New Year would grow on an annual basis but experience some bumps in the first half of the year. Now, enter the revisions.

Will The January Barometer Come Through? | Weekly Market Commentary | February 5, 2024

Will The January Barometer Come Through? | Weekly Market Commentary | February 5, 2024

Yale Hirsch, creator of the “Stock Trader’s Almanac”, first discovered this seasonal pattern back in 1972, which he called the January Barometer and coined its popular tagline of ‘As goes January, so goes this year.’ Here, we assess the likelihood that this popular stock market adage delivers more gains for investors this year. The weight of the evidence leans toward yes, as we explain.