by lpladvisorsadmin | Jul 26, 2022 | Research, Weekly Market Commentary
For the past year, supply-related problems contributed more to inflation than demand-related imbalances, but that may be changing soon. There are at least three factors that could change the course of inflation. First, the improvement in shipping and general supply...
by lpladvisorsadmin | Jul 21, 2022 | Research, Weekly Market Commentary
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020,...
by lpladvisorsadmin | Jul 21, 2022 | Client Letter, Research
Dear Valued Investor, Markets rarely give us clear skies, and there are always threats to watch for on the horizon. But the right preparation, context, and support can help us navigate what lies ahead. So far, this year hasn’t seen a full-blown crisis like 2008- 2009...
by lpladvisorsadmin | Jul 11, 2022 | Global Portfolio Strategy, Research
Key changes from June report: Lowered S&P 500 Index year-end fair value target from 4,800-4,900 to 4,300-4,400. Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap...
by lpladvisorsadmin | Jul 11, 2022 | Client Letter, Research
Dear Valued Investor, As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. However, the Fourth of July Independence Day holiday does bring with it reason for celebration. Not only is it the 246th birthday of the...
