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Happening Now

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).

Looking Through the Clouds | Weekly Market Commentary | May 31, 2022
In this week’s Weekly Market Commentary, LPL Research lays out the bull case for the second half of the year.

Dawn of a New Era for Bonds | Weekly Market Commentary | May 23, 2022
Some investors might be rethinking the utility of core bonds, and LPL Research explains why that might be a mistake.
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