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U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025

With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the accuracy of a much larger idea — American Exceptionalism.

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Imagine working a lifetime to not only save enough money to retire financially independent but also to support your family, especially children. Then you die. What do the courts do with your estate? Read More.

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Weekly Market Commentary

A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024

To say the U.S. economy has been difficult to read is an understatement. From generationally high inflation and interest rates to concerns about the labor market, it’s no wonder consumers are unsure about the overall health of the economy.

High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024

LPL Research’s Outlook 2025: Pragmatic Optimism will be released tomorrow and available on LPL.com. Here we just provide an appetizer before the main course and share some of the stock and bond market themes covered in the full publication.

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Research

Client Letter | Better Times Ahead | September 28, 2022

LPL Research discusses elevated uncertainty in financial markets due to high inflation and rising interest rates.

Global Portfolio Strategy | September 7, 2022

The Strategic and Tactical Asset Allocation Committee downgraded its view of emerging market equities from neutral to negative.

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Market Watch

Recent Posts

Evaluating Stock and Bond Market Predictions From 2024 | Weekly Market Commentary | January 6, 2024

With 2024 fully behind us, it’s a good time to celebrate our winning calls from last year while also reviewing some mistakes to learn from them and improve our process. The good news is we got more right than wrong last year, but there were some misses. Some course corrections helped. Perhaps the most impactful decision we made was to recommend investors stay fully invested in equities at benchmark levels throughout the entire year despite expecting a stock market pullback around Election Day.