Blog

A collection of articles, perspectives and hopefully a little humor to help with those tough days in the market and your financial plans. 

Friday, September 10, 2021

Dear New Stage Reader, The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of...

Wednesday, August 11, 2021

Dear New Stage Reader - Six months and counting. That is the current monthly winning streak for the S&P 500 Index. To take that a step further, this key equity benchmark has posted gains in 13 of the last 16 months—dating back to...

Friday, July 9, 2021

Dear New Stage Reader - In the first half of 2021, the U.S. economy powered forward faster than nearly anyone had expected. Speed can be exhilarating, but it can also be dangerous. In our view, the overall economic picture remains...

Friday, June 4, 2021

Dear New Stage Reader - As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to recover...

Thursday, May 6, 2021

Dear New Stage Reader, As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliché is getting a lot of airtime. This is the idea that the stock market tends to be weakest between May...

Show All

Tuesday, April 6, 2021

New Stage Reader - “The real key to making money in stocks is not to get scared out of them.” Peter Lynch They say April showers bring May flowers. Well, after a lot of showers and storms over the past year, flowers are...

Thursday, March 4, 2021

Dear New Stage Reader, It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that everyone’s life is different today than it was a...

Thursday, February 4, 2021

Dear New Stage Reader, “In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” Warren Buffett 2021 is under way, as our nation and the rest of the world look to begin to...

Monday, January 11, 2021

Dear New Stage Readers, Happy New Year! A new year offers a welcomed turn of the calendar and a fresh start. However, it’s difficult to put 2020 completely behind us just yet because the COVID-19 pandemic still presents a...

Friday, December 18, 2020

LPL Research Outlook 2021: Powering Forward is designed to help you navigate a year in which economic conditions may continue to improve dramatically. Like the markets, Outlook 2021 looks ahead. 2021 will bring advances to further...

Thursday, December 3, 2020

Dear New Stage Reader - As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Areas of the economy have been damaged and may never fully...

Friday, November 13, 2020

Dear New Stage Reader, A record number of people voted in the 2020 US presidential election, and several media outlets have projected that former Vice President Joe Biden has won enough electoral college votes to be declared...

Wednesday, October 7, 2020

Dear New Stage Reader: Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as possible despite the ongoing impact from COVID-19. While the...

Friday, September 4, 2020

Dear New Stage Reader Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other...

Friday, August 7, 2020

Dear New Stage Reader, The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in cases. According...

Friday, July 17, 2020

Dear New Stage Reader: We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises...

Wednesday, July 1, 2020

Dear New Stage Reader The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may...

Thursday, June 4, 2020

Dear Valued Investor: As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far. At the same time, we’re encouraged by the resiliency and accelerated innovation among US...

Thursday, May 21, 2020

Dear Valued Investor: “Never confuse a single defeat with a final defeat.” — F. Scott Fitzgerald The economic struggles in our country are among the worst we’ve ever seen. In April, a record 20 million people...

Monday, May 11, 2020

Dear Valued Investor: Investors like labels for the economy and financial markets—many of them with the word “great” in them. The Great Depression. The Great Recession. The Great Lockdown. Well, we’ve moved into...

Wednesday, April 22, 2020

Dear Valued Investor, “Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach As the battle against the COVID-19 pandemic continues, how we respond to it will...

Friday, April 10, 2020

Dear Valued Investor: These are challenging times, and this week may be the toughest as we wait for COVID-19 to reach its peak in the United States. As the war against COVID-19 wages on, we continue to be inspired by the tremendous...