11/11/2025
Today I want to take a moment to honor the men and women who have served our country with courage, dedication, and sacrifice.
Freedom isn't free, and the opportunities we enjoy each day are possible because of those who put service before self. To every veteran, and to the families who have supported them through their service, thank you.
Your example of integrity, humility, and perseverance continues to inspire me.
Happy Veterans Day.
08/29/2025
From our families to yours, we wish you a safe, relaxing Labor Day weekend!
Please note: Our office will be closed on Monday, September 1st, and will reopen on Tuesday, September 2nd.
Enjoy the long weekend!
07/04/2025
Happy Fourth of July! It’s time to fire up the grill, soak up the sunshine, and enjoy the fireworks! However you celebrate, we hope your day is filled with great food, good company, and plenty of sparkle.
Please note that our office will be closed on July 4th, allowing our team to enjoy the holiday. We’ll reopen on July 7th, ready to assist you.
Wishing you a fantastic Fourth! 🎇
06/06/2025
There are few things more exciting than the Stanley Cup Playoffs, anything can happen. Underdogs rise. Games go to overtime. And just when you think it’s over, someone pulls off the impossible with seconds left on the clock.
It’s the kind of thrill we love to see, and a great reminder: unpredictability isn’t just for the rink. Life can give you a high stick, too.
Whatever season you're in, we’re here for you. If there’s anything you need, just reach out.
05/16/2025
Tomorrow, we honor the incredible men and women serving in all branches of the U.S. military.
Armed Forces Day, first observed in 1950, unites us in recognizing the dedication, courage, and sacrifices of our troops who protect our freedom every day.
This year, celebrate by attending a local parade, donating to a military charity, or simply taking a moment to thank a service member for their commitment.
Wishing you a meaningful Armed Forces Day.
05/05/2025
Softer Tone on China Is Encouraging, but Some Caution Still Advised
This week's Weekly Market Commentary discusses a softer tone toward China, President Trump’s pledge not to fire Fed Chair Jerome Powell, and renewed optimism about Fed rate cuts fueled a strong market rebound last week. Despite this positive momentum, LPL Research advises patience for tactical inv...
05/02/2025
April Showers, May Flowers: Is the Proverb Correct?
LPL Research examines historical trends when the S&P 500 closes April, a historical outperformer, below the flatline.
05/01/2025
S&P 500 Teetering on the Edge of a Bear Market
Following the recent S&P 500 drop near bear market levels, LPL Research examines average statistics for bear market recoveries versus bull markets.
04/30/2025
Policy Headwinds and Tailwinds
Marc Zabicki, Chief Investment Officer at LPL Financial, addresses the recent surge in market volatility, particularly in bond and equity markets.
04/29/2025
Rate and Credit View: Are Treasury Securities Really at Risk of Losing “Haven Status”?
The U.S. Treasury market has seen significant volatility recently, similar to the "dash-for-cash" in March 2020, driven by hedge funds unwinding leveraged trades. Despite the turbulence, Treasuries are still considered the primary safe-haven asset due to a lack of viable alternatives.
04/28/2025
U.S. and China Face Off Amidst Tariff Uncertainty
LPL’s Chief Economist, Dr. Jeffrey Roach, discusses tariff implications, pressures facing the U.S. and China, and still elevated yields.