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Rate and Credit View | Can Bonds Still Be a Portfolio Diversifier? | November 2025
LPL explores whether bonds remain effective portfolio diversifiers amid shifting stock-bond correlations and evolving Fed policy.

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Weekly Market Commentary

Cockroaches, Canaries, and Credit Markets | Weekly Market Commentary | October 20, 2025

Corporate credit markets represent a vital component of the global financial system, providing businesses with essential capital for operations, growth, and strategic initiatives. These markets can, in general, be segmented into four distinct categories: investment-grade bonds, high-yield bonds, bank loans, and private credit.

Happy Anniversary Bull Market | Weekly Market Commentary | October 13, 2025

Year three of this bull market was a strong one. After a bit of a slow start — the S&P 500 rose 21.4% during the first year of this bull compared with the average first-year gain near 40% — year two was a catch-up year with a 32.2% gain vs. a second-year average of 12.4%. Then in year three, a year that had produced an average gain of only 5.2% historically, the S&P 500 rallied 16.1% (through October 8, 2025, before Friday’s sell-off). As noted in the “After a Strong Third Year, This Bull is Ahead of Schedule” chart, the nearly 89% gain in the S&P 500 since this bull market began on October 12, 2022 (excluding dividends), is well ahead of the average and median three-year advances for all bull markets since 1950.

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Research

Should You Convert to a Roth IRA?

Whether an investor benefits from converting assets within a traditional IRA to a Roth account may depend on the amount of time he or she plans to leave the assets invested, estate planning strategies, and his or her willingness to pay the federal income tax bill that a conversion is likely to trigger.

Retirement Planning Tips for Fifty-Somethings

Entering your 50s and behind in your retirement planning goals? Don’t fret. You’ve still got time to get your financial plan back on track.

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Market Watch

Recent Posts

From Micro to Macro: A Busy Week of Market-Moving Data | Weekly Market Commentary | November 3, 2025

The S&P 500 is over halfway through Q3 earnings season, and results have been impressive. Of the 318 companies that have reported results, 83% have surpassed earnings per share (EPS) estimates, notably above the 10-year average beat rate of 75%, according to FactSet.