Correspondence FAQ’s
What is correspondence? Brokerage : 25 or fewer brokerage clients / prospects. Communications that discuss LPL business intended for a smaller audience. (More than 25 is considered advertising.) Advisory: One client/prospect or single communication sent to multiple joint account holders. …
Stratavest Intel Report – February 2020
February is off to a rousing start. The Coronavirus looks to have hit a peak in transmissions, at least outside of China, and the market has reacted favorably to the apparent containment. Coupled with a blowout jobs number, an acquittal...
Weekly Market Commentary – 2/3/2020
Weekly Market Commentary February 3, 2020 The Markets Prepare yourself. There is a good chance markets will be volatile in the coming weeks. Precautions designed to slow the spread of the coronavirus may also slow Chinese economic growth and, by…
CIO Note: Coronavirus
There is a great tweet I saw on the Coronavirus that I think encapsulates how to think about this type of event. You can’t plan for it, and you can’t trade around it. Especially when the epicenter is…
Weekly Market Commentary 1/27/2020
Weekly Market Commentary January 27, 2020 The Markets Markets hunkered down last week. News of the coronavirus outbreak in Wuhan, China unsettled investors around the world. The respiratory infection is related to severe acute respiratory syndrome (SARS) and Middle East...Stratavest Intel Report – January 2020
The global news cycle has not wasted any time as we ring in the new year and the new decade. The focus has been squarely on Iran after a US drone strike killed Iranian military general Qasem Suleimani. The market…
Outlook 2020
AT LPL RESEARCH, as we look forward to the year 2020 and a new decade, some key trends and market signals will be important to watch, including progress on U.S.-China trade discussions, an encouraging outlook from corporate America, and continued…
Weekly Market Commentary 1/6/2020
About face! 2019 was a remarkable year for investors with many asset classes delivering positive performance. Both the Standard & Poor’s 500 Index, a gauge of U.S. stock market performance, and the Dow Jones Global (ex U.S.) Index delivered double-digit…
Stratavest Intel Report – December 2019
Volatility picked up here at the beginning of December after a relatively quiet, low-volume melt-up through much of November. Especially after Trump tweeted on Tuesday that there is “no deadline” for a China trade deal and suggested that it could…