Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a surprise. So keep checking in. We’re glad to have you reading along.

Friday, February 7, 2020

The start of 2020 has brought increased stock market volatility. The uncharacteristically calm market environment we experienced for much of the past four months was bound to end, but identifying the catalyst for a potential sell-off...

Tuesday, January 7, 2020

Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded. In December 2018, dropping stocks were suggesting an...

Tuesday, December 3, 2019

Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors. One year ago after publishing Outlook 2019 we were all tested with market volatility, and that’s a...

Wednesday, November 13, 2019

Your Year-End Financial Checklist With 2019 coming to a close, the time is right to review your finances and begin preparations for the new year. It happens every year. December 31 sneaks up before we know it, and we’re suddenly...

Friday, November 8, 2019

Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave of important economic updates that delivered more treats than tricks and helped the stock markets...

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Wednesday, June 26, 2019

We are pleased to announce the release of the LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, with investment insights and market guidance through the end of 2019. LPL Research...

Tuesday, June 25, 2019

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Tuesday, February 19, 2019

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Friday, February 8, 2019

Most of the country might still be in the throes of the winter, but after extreme cold throughout many parts of the United States, thankfully the weather has warmed up. Stocks followed a similar path, warming up in January after a...

Thursday, January 10, 2019

It’s a new year and resolutions are in place, but investors in the financial markets may be struggling to find their optimism. The past several weeks have been very difficult, as the stock market sell-off resulted in the worst...

Saturday, December 15, 2018

LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is filled with investment insights and market guidance for the year ahead.LPL Research believes the following three themes will be key to the...

Friday, December 7, 2018

Another year is drawing to a close, but so far neither market volatility nor market-moving headlines have shown any signs of winding down. As we reflect on a challenging 2018 and look for bright spots in 2019, confidence in continued...

Wednesday, November 7, 2018

The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the House of Representatives...

Tuesday, October 9, 2018

The first day of fall may be in September, but the beginning of October is when that autumn feeling really kicks in. Whether you’re mourning the end of long summer days or embracing the return of pumpkin spice at your local...

Thursday, September 6, 2018

September is Life Insurance Awareness Month. This is a topic many people try to avoid. When was the last time you reviewed your current policy? How old is your current policy? Or, do you even have life insurance? Life changes quickly;...

Wednesday, August 29, 2018

I am excited to announce that TWM has partnered with MoneyGuidePro to provide state of the art Financial Planning. I believe building better planning habits starts with making tools accessible, easy to use, and digital. MoneyGuidePro...

Tuesday, August 21, 2018

On Thursday, August 16, 2018, I had the privilege of attending a regional event hosted by LPL Financial. As part of my fiduciary duty to my clients, I spend many hours a week educating myself, keeping up to date with market trends, and...

Tuesday, August 21, 2018

A short video addition to the LPL Midyear Outlook 2018:

Thursday, July 12, 2018

Presenting the LPL Research Midyear Outlook 2018: The Plot Thickens, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. When we as investors began 2018, we were tuned...

Tuesday, December 5, 2017

Presenting the LPL Research Outlook 2018: Return of the Business Cycle, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. “Return of the business cycle”...

Thursday, November 16, 2017

Thank you to Sunset Hills Elementary for allowing us to participate in the Great American Teach-In 2017! We truly enjoy visiting the classroom each year and working with such smart and endearing kids. This year, they learned about...

Wednesday, November 1, 2017

This time of year can seem quiet, with summer vacations and back to school behind us, but the buzz of the holiday season still a few weeks away. Although this sense of calm may be a welcomed break, there is plenty of activity in the U...

Thursday, October 5, 2017

During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather to heightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events...

Monday, August 14, 2017

A short video addition to the LPL Outlook 2017:

Monday, June 19, 2017

The LPL Research Midyear Outlook: A Shift In Market Control states the following four themes may be key to the markets over the balance of 2017: Monetary policy: Slow path to normalization. Maintaining economic growth without...

Tuesday, May 30, 2017

Thanks to LPL's Thought Leadership team for this thought-provoking article on Sustainable Investing. Drop me a line at the side of the page if you'd like to discuss it. I find the topic interesting and look forward to hearing your...

Wednesday, January 25, 2017

In 2016, financial markets, the economy, and geopolitics experienced an unusual number of milestones. While markets are testing new directions, it’s easy to overemphasize change, putting a spotlight on uncertainty and playing up...

Wednesday, November 16, 2016

Thank you, to Sunset Hills Elementary, for allowing us the privilege of showcasing our business and career to their students at this year's Great American Teach-In.

Wednesday, July 13, 2016

The recently released LPL Research Midyear Outlook 2016: A Vote of Confidence publication contains the guidance and investment insights to support you throughout the rest of this year. As we embark on the second half of 2016, the...

Tuesday, March 1, 2016

Our short video addition to the LPL Outlook 2016:

Monday, November 30, 2015

A key to success, in life and investing, is juggling the familiarity and wisdom of old routines with the adjustments demanded by an ever-evolving world. As we look forward to 2016, the LPL Research team expects a return to routine for...