LPL Research

1 month ago | advisoranalyst.com | George Smith |LPL Research

LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives may diverge. by George Smith, Portfolio Strategist, LPL ResearchHeightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors.

2 months ago | advisoranalyst.com | George Smith |LPL Research

by George Smith, Portfolio Strategist, LPL ResearchAs we move deeper into 2025, LPL Research's Strategic and Tactical Asset Allocation Committee (STAAC) has updated its Capital Market Assumptions (CMA) and Strategic Asset Allocation (SAA) to provide guidance on long-term asset allocation and strategic market views over the next three to five years. A Time to Reduce RiskLPL Research is reducing risk in their portfolios with long-term investment horizons.

Dec 4, 2024 | advisoranalyst.com | George Smith |LPL Research

by George Smith, Portfolio Strategist, LPL ResearchNovember once more lived up to its reputation for seasonal strength as an election-fueled November ‚ÄúTurkey Rally‚ÄĚ delivered outsized returns for stocks. Now as December begins, investors are asking the question: Is the Santa Claus Rally still coming to town?

Oct 3, 2024 | advisoranalyst.com | George Smith |LPL Research

by George Smith, Portfolio Strategist, LPL ResearchSeptember didn’t live up to its reputation as a scary month for stocks. As the calendar now turns to October, we examine seasonality data to assess whether the month is more likely to deliver a trick or a treat for stock market investors.