Broker Check

We have added to our site advisory, investment and economic based information that you may find useful in light of monitoring your investment strategy.


Baxa Advisors Capital Markets Commentary - Returns and Volatility

Update - Financial Markets & Volatility Impact to Draw-downs - 02-2019

Update - Equity Markets Volatility - 12/27/18

October 2018 and 4th Qtr. and  Volatility Chart - 1% Moves

Economy Commentary

Tariffs & Trade Impact - LPL Research - U.S. vs. China

Update on Trade - 12-10-18

Update on Trade Views - 11-12-2018


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Monthly Investment Commentary - LPL Research

June Insights - 07 - 2019

May Insights - 06 - 2019

April Insights - 05 - 2019

March Insights - 04 - 2019

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Quarterly Reports - LPL Research

2019 - 1st Quarter - 04 - 2019

2018 - 4th Quarter - 01 - 2019

2018 - 3rd Quarter - 10 - 2018

2018 - 2nd Quarter - 07-2018

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Outlook Views - LPL Research

2019  Outlook, Executive Summary - 12 - 2018

2018 Mid-year Update  Summary - 07 - 2018