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.

Economy Commentary

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

Volatility in Equity Markets

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

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Monthly Investment Commentary - LPL Research

September Inv. Insights - 10 - 2018

August Investment Insights - 09 - 2018

July Investment Insights - 08 - 2017       

June Investment Insights - 07 - 2018

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Quarterly Reports - LPL Research

2018 - 3rd Quarter - 10 - 2018

2018 - 2nd Quarter - 07-2018

2018 - 1st Quarter - 04-2018

2017 - 4th Quarter - 12 - 2017

2017 - 3rd Quarter - 10-2017

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Outlook Views - LPL Research

2018 Mid-year Update  Summary - 07 - 2018

2018 Executive Summary - 2018 Outlook

2017 - 2018 Commentary - 2017 - 2018

Mid-year 2017 - Mid-year 2017