05/05/2025
Weekly Market Performance - May 2, 2025
LPL's Weekly Market Performance for the week of April 28, 2025, highlights easing trade tensions, big tech earnings, and weaker oil prices.
05/01/2025
Post-Earnings Check-Up on U.S. Homebuilders
LPL Research checks in on large cap U.S. homebuilders following their latest earnings results.
04/29/2025
Weekly Market Commentary | Softer Tone on China Is Encouraging, but Some Caution Still Advised
LPL Research discusses recent market advancements and what they might mean for investing.
04/25/2025
Bearish Investor Sentiment Eases, but So Do the Bulls
LPL Research examines this week's AAII Investor Sentiment Survey and its investment applications.
04/22/2025
I’m thrilled to announce a career-defining moment: I’ve passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam and earned full CFP® certification! 🎉 This milestone reflects my dedication to providing unparalleled financial planning expertise to my clients and community.
Achieving CFP® certification is no small feat—it demands rigorous study, a comprehensive exam, and extensive experience. As a CFP® professional, I have advanced knowledge in retirement planning, investments, tax strategies, estate planning, and risk management. This enables me to craft highly personalized plans to help you achieve your dreams, whether it’s retiring with confidence, funding education, or building lasting wealth.
To my clients, thank you for trusting me with your financial goals. This certification enhances my ability to guide you with precision, creativity, and care, ensuring your plans are both strategic and resilient. To my network, I’m excited to connect, whether you’re seeking tailored financial advice or exploring opportunities to collaborate with a CFP® professional dedicated to making a difference.
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04/21/2025
Weekly Market Commentary | Revising Our S&P 500 Target Amid a Storm of Uncertainty
LPL Research discusses another volatile week for markets, introduces a revised S&P 500 target, and assesses the likelihood of the lows recently being reached.
04/16/2025
Treasury Market Volatility's Impact on Muni Market
LPL Research highlights the recent volatility in the Treasury market and how that volatility has rippled into the muni market.
04/14/2025
Weekly Market Commentary | Decent Chance Stock Market Bottom Is in but Far From Certain
LPL Research provides perspective on recent volatility and the risk-reward trade-off for stocks following last week’s rebound.