“You worked for your wealth, make it work for you.”
“You worked for your wealth, make it work for you.”
LPL RESEARCH
Financial objectivity, expertise and guidance to achieve your best life
Bear Market Question and Answer | Weekly Market Commentary | June 21, 2022
LPL Research discusses the bear market and the trends of the stock market after a bear market.
Client Letter | A Bear Market is Officially Here | June 14, 2022
LPL Research discusses what investors should expect with the new bear market.
Is the 60/40 Portfolio Dead? | Weekly Market Commentary | June 13, 2022
LPL Research discusses the outlook for diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio isn’t dead.
Economy Slowing but Not Shrinking | Weekly Market Commentary | June 6, 2022
Many pundits are issuing recession warnings and saying the economy is heading for a hard landing.
Global Portfolio Strategy | June 2, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.
Client Letter | Bull Market Hangs By a Thread | June 1, 2022
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).
SECURITY
Security and account protection with LPL Financial
The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claimed for cash. For an explanatory brochure, visit www.sipc.org. Moreover, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575 million subject to conditions and limitations. The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments. This extensive coverage reflects a strong commitment to servicing your investment needs.
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