Is the 60/40 Portfolio Dead? | Weekly Market Commentary | June 13, 2022
LPL Research discusses the outlook for diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio […]
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The Economy Is Slowing But Not Shrinking
Many pundits are issuing recession warnings and saying the economy is heading for a hard landing. Amid the cacophony of
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Economy Slowing but Not Shrinking | Weekly Market Commentary | June 6, 2022
LPL Research explains why they think the economy is slowing but not shrinking. Source: WEEKLY COMMENTARY
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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
Looking through the Clouds
At the risk of sounding cliché, making the case for stocks to stage a second half rally back to the
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Client Letter | Bull Market Hangs By a Thread | June 1, 2022
LPL Research discusses the current bull market. Source: WEEKLY COMMENTARY
Nearing Retirement? Make Sure You’re Managing This Significant Risk
If you’re avoiding looking at your 401(k) balance during periods of market volatility, you’re not alone. While the S&P 500
When the Stock Market is Down, Should You Consider a Roth IRA Conversion?
A Roth IRA conversion involves repositioning traditional IRA or qualified employer-sponsored retirement plan assets into a Roth IRA. One reason
What Homeowners Should Know About Estate Planning
If you have always thought estate planning was just for those nearing retirement or already retired, think again. If you
12 Things Investors Need to Know about the SECURE Act 2.0
In late 2019, SECURE Act was passed as a way to help Americans save more for their retirement. In March
