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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along. 

Thursday, October 12, 2017

Tomorrow is the first Friday the 13th to happen in October since 2006. Of course, this is a big day if you are unfortunate enough to suffer from triskaidekaphobia—the fear of the number 13. A fear of the actual day of Friday the...

 

Monday, October 9, 2017

Few investments have been more frustrating than small caps in 2017. After a huge rally immediately following the U.S. election last November, the group weighed on the broad market this year-that is until September rolled around. Per...

 

Friday, October 6, 2017

“We’re going streaking.” -Frank “The Tank” Ricard from Old School Equity markets continue to move higher, and as a result, several long streaks are taking place. Per Ryan Detrick, Senior Market Strategist,...

 

Monday, October 2, 2017

Hard to believe it, but the fourth quarter starts next week! Per Ryan Detrick, Senior Market Strategist, “History has shown that the fourth quarter has frequently been kind to equities, as it includes the usually strong and...

 

Monday, September 25, 2017

Crude oil (WTI) increased approximately 18.7% off its June 21, 2017 bottom (price as of September 22, 2017) and is now testing resistance at its $50/barrel (bbl.) level. Today we assess a few technical analysis factors that we are...

 

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Thursday, September 21, 2017

As was expected, the Federal Reserve’s (Fed) policymaking arm, the Federal Open Market Committee (FOMC), passed on a rate hike but did announce that its balance sheet normalization program, first discussed in an addendum to the...

 

Wednesday, September 20, 2017

Last Monday may not have felt like an important day for investors, but did you know it was the day that the current bull market in the S&P 500 Index officially became the second strongest since World War II (WWII), as the chart below...

 

Monday, September 18, 2017

Equity returns during September have historically been weak, as we noted in Everything You Wanted To Know About September, But Were Afraid To Ask. Since 1950*, no month for the S&P 500 Index sported a worse average return, and over the...

 

Monday, September 11, 2017

Fixed income has benefited from recent risk-off moves related to rising tensions with North Korea, the weather, and the debt ceiling, which caused the U.S. 10-year Treasury to hit its year-to-date low yield (high price) of 2.04% on...

 

Friday, September 8, 2017

Incorporating seasonal analysis into your portfolio management process is one way to mitigate risk and navigate through unexpected spikes in volatility during September. This can allow you to identify sectors and industries that may...

 

Tuesday, September 5, 2017

September has averaged a -1% return for the S&P 500 Index since 1928*—the worst performance of any month, as noted in yesterday’s blog. However, although September has historically been a weak period for stocks, bonds have...

 

Thursday, August 31, 2017

Well, here it comes—September. It’s widely considered the worst month of the year for equities for good reason since it has historically seen the worst performance. Per Ryan Detrick, Senior Market Strategist,...

 

Wednesday, August 30, 2017

Over the past several days, thousands of people have been displaced since Hurricane Harvey made its initial landfall in eastern Texas. The images shown documenting its impact, especially in the areas hit with the heaviest devastation,...

 

Tuesday, August 29, 2017

The S&P 500 Index gained 0.7% last week, halting a two-week losing streak. But under the surface something very rare happened: it was the 50th consecutive week that the index hasn’t posted a weekly decline of at least 2%....

 

Thursday, June 30, 2016

Market Update: Thursday, June 30, 2016 Posted by lplresearch Rally sputters as equities, oil fall. U.S. equities are largely unchanged to start the final day of the quarter as traders continue to focus on uncertainty around Brexit,...