Entries by casey

June 2018 LPL Client Letter

Dear Valued Investor, The summer months are almost underway, which means that both vacations and midyear check-ins are ahead. As we approach the midpoint of 2018, many of us will take this opportunity to reflect on what we’ve seen so far and what may be ahead for the rest of the year. But we’re not […]

May 2018 LPL Client Letter

May 3, 2018 Dear Valued Investor, May’s arrival has brought warmer weather to many parts of the U.S. (finally), but it also brings talk of one of the most widely cited stock market clichés in history. “Sell in May and go away” is a longstanding investment adage because historically, the six-month period from May through […]

April 2018 LPL Client Letter

April 5, 2018 Dear Valued Investor: The month of April has opened with some volatile market swings, accompanied by speculation of an escalating trade war. It’s during times like this that we need to take a step back, avoid getting caught up in the headlines, and look at the big picture of the economic and […]

Market Watch March 2018

March 22, 2018 Dear Valued Investor: The first quarter of 2018 is wrapping up, and it’s time to spring forward and look ahead to what we could expect in the coming months. After a large market drop kicking off the month of February, March has been relatively calm for stocks so far. The biggest event […]

Market Watch February 2018

February 6, 2018 Dear Valued Investor: After more than 18 months of nearly uninterrupted advances, the U.S. equity markets started declining last week, with a large sell-off on February 5, 2018. Although it is always difficult to endure these declines when they’re occurring, it’s important to focus on the underlying fundamentals of the economy and […]

Market Watch January 2018

December 28, 2017 Dear Valued Investor: I hope that you have enjoyed spending time with loved ones during this holiday season. This time of year often presents an opportunity for some additional rest and relaxation, but there is always the possibility for activity in the markets—or as was the case last week, the government. Last […]

December 2017 Market Watch

December 1, 2017 Dear Valued Investor: The recently released LPL Research Outlook 2018: Return of the Business Cycle publication contains the investment insights and market guidance for the year ahead. Traditional business cycle drivers are expected to take a larger role in spurring further economic and market growth in 2018, as we have experienced a […]

October 2017 Market Watch

Dear Valued Investor: This time of year can seem quiet, with summer vacations and back to school behind us, but the buzz of the holiday season still a few weeks away. Although this sense of calm may be a welcomed break, there is plenty of activity in the U.S. and around the globe that could […]

September 2017 Market Watch

Dear Valued Investor: During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather toheightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events competing for our attention, how do we know where to focus? As investors, it’s important that as we acknowledge […]

August 2017 Market Watch

August 17, 2017 Dear Valued Investor, As summer winds down, vacations come to a close, and kids head back to school, the calendar is relatively quiet in terms of major market events. Earnings season for corporate America—which was a good one—is behind us. No rate hike is expected at the next Federal Reserve policy meeting […]