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Advisor Insights

Weekly Market Commentary 12/29/25

Weekly Market Commentary December 29, 2025 The Markets What is the most important principle of investing? People have different opinions, but these three tend to be at or near the top of the list: • Have a plan for reaching…

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Advisor Insights

Weekly Market Commentary 12/22/25

Weekly Market Commentary December 22, 2025 The Markets Happy holidays! Over the past year, financial markets reminded all of us that progress is rarely linear. As markets gyrated higher and lower, one truth remained constant – building wealth is the…

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Advisor Insights

Weekly Market Commentary 12/15/25

Weekly Market Commentary December 15, 2025 The Markets Last week, the United States Federal Reserve (Fed) played “Would You Rather?” Would You Rather? is a board game that presents players with classic dilemmas and asks which options would be more…

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Weekly Market Commentary 12/8/25

Weekly Market Commentary December 08, 2025   The Markets   It’s beginning to look a lot like a rate cut…   A lot of information about the economy arrived last week. Some was delayed by the government shutdown. Some was…

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Weekly Market Commentary 12/1/25

Weekly Market Commentary December 01, 2025 The Markets A change of direction… Stock markets in the United States reversed course last week, with two major indices eking out gains for the month, reported Callum Keown of Barron’s. There were some…

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Advisor Insights

Weekly Market Commentary 11/24/25

Weekly Market Commentary November 24, 2025 The Markets Uncertainty abounds. Investors were skittish last week. Share prices jolted higher and lower amid concerns about artificial intelligence (AI) data center spending, upcoming Federal Reserve rate decisions, and the strength of consumer…

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Advisor Insights

Model Update – BlackRock – BLK 1-5 – 11.19.25

Model Update - BlackRock - BLK 1-5 - 11.19.25
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Advisor Insights

Weekly Market Commentary 11/17/25

Weekly Market Commentary November 17, 2025 The Markets It was another turbulent week. Investors cheered the end of the shutdown, pondered strong third-quarter earnings, and questioned the artificial intelligence (AI) spending spree. Some reduced their exposure to risky assets, while…

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Advisor Insights

Weekly Market Commentary 11/10/25

Weekly Market Commentary November 10, 2025 The Markets There were bearish undercurrents in the bullish sea. While there are many reasons to be optimistic about the long-term prospects for U.S. stocks, investor concerns about artificial intelligence (AI) spending and the…

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Advisor Insights

Model Update – LPL Financial – LPL C1-C4 – 11.4.25

Model Update - LPL Financial - LPL C1-C4 - 11.4.25
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