Broker Check


Wednesday, February 21, 2024

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates.

Tuesday, February 20, 2024

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates.

Wednesday, February 14, 2024

As Valentine's Day approaches and Spring draws ever nearer, I thought it might be fun to look at the financial side of February 14.

Tuesday, February 13, 2024

The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a new record high.

Monday, February 5, 2024

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report.

Show All

Thursday, February 1, 2024

By almost any measure, 2023 was a terrific year for stock prices. The Standard & Poor’s 500 index finished up 24%, closing out the year with a nine-week winning streak.

Wednesday, January 31, 2024

The Securities and Exchange Commission (SEC) in early January made it easier to own Bitcoin, putting a smile on some faces but causing furrowed eyebrows on others.

Tuesday, January 30, 2024

Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing.

Thursday, January 18, 2024

Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year.

Tuesday, January 9, 2024

Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns.

Wednesday, January 3, 2024

Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%.

Tuesday, December 26, 2023

Investor optimism and fears of missing out on future gains propelled stocks higher in the last full week of trading before year-end. The Dow Jones Industrial Average added 0.22%, while the Standard & Poor’s 500 gained 0.75%.

Sunday, December 24, 2023

The Social Security Administration recently announced that over 71 million Americans, including Social Security and Supplemental Security Income beneficiaries, will receive a 3.2% increase in their benefits for 2024.

Saturday, December 23, 2023

Global Portfolio Strategy | After Strong November, Seasonal Tailwinds Persist | December 14, 2023 LPL Research’s STAAC sees the risk-reward trade-off between equities and fixed income as roughly balanced.

Friday, December 22, 2023

Many consider the University of Michigan the gold standard for reporting on consumer sentiment and trends. Among its 50 monthly reports, the most well-known is the "UMich Consumer Sentiment" survey, which measures consumer confidence.

Thursday, December 21, 2023

We’ve all been there. You’re scrolling through your phone, computer, or tablet, and a notification pops up. “Update Me!” While that isn’t the exact wording, the meaning is the same. Something wants to be...

Wednesday, December 20, 2023

Anyone with an interest in financial happenings may have noticed more than a few mentions of “gold" in the news. Let's explain the media's sudden love for gilded headlines.

Tuesday, December 19, 2023

Fed Chair Powell finally made his much-anticipated “pivot” at the close of the Fed’s two-day December meeting, saying he sees short-term rates heading lower next year. Perhaps much lower.

Monday, December 18, 2023

Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The Dow Jones Industrial Average rose 2.92%, while the Standard &...

Saturday, December 16, 2023

The Senate and the House have returned to work but are unlikely to get much done before the Christmas break— which means January is going to be busy. To recap, Congress passed a short-term budget package before the Thanksgiving...

Friday, December 15, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Friday, December 15, 2023

Season's Greetings! With the holidays nearly here, I recently checked that my gifting was squared away. Luckily, I didn't forget anyone (this year), but as I reviewed my list (and checked it twice), it made me curious how others...

Thursday, December 14, 2023

Outlook 2024 | A Turning Point | December 12, 2023 The LPL Research team provides insight and analysis into 2024's opportunities, challenges, and potential surprises. READ MORE Tracking #495270 (Exp. 12/24)