Weekly Market Commentary – “Happy Anniversary?”

Filed under LPL Financial Commentary

One year ago, on March 9, 2009, the stock market began a rally that has led to a total return of 72% for the S&P 500.  Happy Anniversary?  Not entirely.  The next year is not likely to be anywhere near as rewarding as the past 12 months if our outlook for a transition from tailwinds to headwinds unfolds and if history repeats itself.

Download the latest market commenatary from LPL Financial Research here to read more on the outlook.

Weekly Market Commentary – “Groundhog Day Comes Late”

Filed under LPL Financial Commentary

Last week, the stock market saw its shadow and we are in for six more weeks of winter weather affected reports contributing to stock market volatility.  One way to invest in a low-return, volatile market is to focus on yield rather than solely on price appreciation.

Download this week’s market commentary here to read more.

Weekly Market Commentary – “Investing for Volatility”

Filed under LPL Financial Commentary

The volatility and classic 5-10% pullback we have seen so far this year is perfectly normal and very likely to be a recurring pattern throughout 2010 as the economy transitions from recovery to sustainable growth. 

Download this week’s commentary here to review recommended strategies for potentially benefiting from market volatility.

Weekly Market Commentary – “The Winds of Change”

Filed under LPL Financial Commentary

The winds of change are blowing.  Market participants clearly believe that the tailwinds for growth are beginning to fade and headwinds are rising. 

Download LPL Financial’s Weekly Market Commentary here to read about the current headwinds and tailwinds facing investors.

Weekly Market Commentary – “Staging a Comeback?”

Filed under LPL Financial Commentary

This may feel like one long slide in the stock market since the recent peak on January 19, but it isn’t.  It is actually three in one.  Stage one was driven by concerns of slowing stimulus in China, stage two was driven by Washington, and stage three by the labor market and aftershocks of the financial crisis in peripheral Europe. 

Download LPL Financial’s Weekly Market Commentary here for additional insight.

LPL Financial Research – Outlook 2010

Filed under LPL Financial Commentary

Governments and businesses are applying economic and market stimulus on an unprecedented scale to reverse the effects of the financial crisis. These actions created powerful tailwinds for growth. However, when you borrow from the future, eventually the future comes knocking. The cost of the stimulus will begin to be felt in the second half of 2010. The actions that allowed the healing to take place will be ending, or may even reverse, and that could create a renewed slowdown or, in the worst case, a small contraction in the economy as the tailwinds turn to headwinds.

Download LPL Financial’s Outlook 2010 publication here.

We’ve Moved Upstairs!

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Come check out our new office space at 520 S. El Camino Real, Suite 802 in downtown San Mateo.  Call or email Liz today for a consultation or review.

Welcome!

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Welcome to our redesigned site, thanks to the creative talent of Laura Lee Daigle of LLB Designs.  Please check back soon for additional news and updates relevant to your financial well-being.