Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Our Company
We want to help you create free cash flow so that your resources, both mental and financial…
LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth…
Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles…
Research

Tariffs and Market Volatility Likely to Stick | Weekly Market Commentary | June 2, 2025
On Wednesday, May 28, the U.S. Court of International Trade (CIT) essentially blocked the majority of President Trump’s tariffs. A three-judge panel issued summary judgment against the tariffs enacted under the International Emergency Economic Powers Act (IEEPA), claiming they were unconstitutional and “exceed any authority granted by the President by IEEPA.”

Can Earnings Catch Up to This Stock Market Rally? | Weekly Market Commentary | May 27, 2025
First quarter reporting season was solid, but results didn’t offer much of a confidence boost in the outlook for the rest of the year.
Blog

Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...
Sign Up to Receive Our Newsletter