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Global Portfolio Strategy | June 2, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.
Client Letter | Bull Market Hangs By a Thread | June 1, 2022
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).
Global Portfolio Strategy | May 4, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) continues to recommend a slight overweight to equities versus bonds.
Client Letter | April Showers Bring May Flowers | May 4, 2022
LPL Research explains why they remain optimistic that more sunshine could be coming.
Client Letter | An Attractive Entry Point | April 28, 2022
The current investing climate is quite challenging, but LPL Research explains why history suggests patience will be rewarded.
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