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Munis Offer Compelling Relative Value Over Corporate Credit

2022-06-01T19:13:53-07:00

Municipal Bonds Offer Compelling Value Over Corporate Credit The national municipal market has been under the same price pressures as the fixed coupon taxable markets this year as markets have aggressively repriced faster interest rate hikes from the Federal Reserve (Fed). Adding to these price pressures however has been the liquidation of nearly 5% [...]

Munis Offer Compelling Relative Value Over Corporate Credit2022-06-01T19:13:53-07:00

Finally Some Income for Your Fixed Income

2022-04-19T10:29:08-07:00

Looking for more income? The unrelenting move higher in U.S. Treasury yields continued last week making it the 15th week (out of the past 16 weeks) that the yield on the 10-year U.S. Treasury security ended the week higher. Moreover, 10-year Treasury yields have increased by 130 basis points (1.3%) this year with a [...]

Finally Some Income for Your Fixed Income2022-04-19T10:29:08-07:00

Money Mantras

2022-02-23T13:25:59-08:00

Market swings causing you some anxiety? These four money mantras can help you overcome it. Whether it’s the continuing presence of the COVID-19 pandemic, a sudden boost in prices related to gas, food, housing and other essentials, supply chain hiccups, an uncertain labor market (or any number of other things), the stock market has certainly seen [...]

Money Mantras2022-02-23T13:25:59-08:00

Messy Jobs Report Unlikely to Change Rate Hike Path – Biden Economy Failing?

2022-01-07T10:43:29-08:00

Is the Biden Economy Failing? A disappointing jobs report against a messy backdrop of uncertain seasonal adjustments, diverging internal surveys, unknown future effects from the Omicron variant, and the expiration of the monthly child tax credit is unlikely to alter the course of the Federal Reserve, which likely will be watching for greater clarity over [...]

Messy Jobs Report Unlikely to Change Rate Hike Path – Biden Economy Failing?2022-01-07T10:43:29-08:00

Stock Market Outlook 2022

2021-12-27T16:21:24-08:00

Passing the Baton LPL Research Outlook 2022: Passing the Baton is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the economy continues to move forward, we’re still feeling some aftershocks of COVID-19 and the Delta variant. At the same time, 2021 also saw a resurgence [...]

Stock Market Outlook 20222021-12-27T16:21:24-08:00

The Many Faces of Risk

2022-01-07T10:50:17-08:00

Knowing the different types of investment risk can help you cope with market volatility. When was the last time you checked your retirement plan balance? If your balance was less than it was the last time you checked, you probably felt a bit of pain. Everybody does. Where exactly does that pain come from? [...]

The Many Faces of Risk2022-01-07T10:50:17-08:00

Expect Inflation to be Contained Long Term

2021-04-01T17:32:48-07:00

It’s tempting to predict runaway 1970s inflation as an April Fools’ Day joke. But at the risk of upsetting our friends in the compliance department, we’ll shoot straight here. With that important disclaimer out of the way, here we provide 10 reasons why we aren’t worried about inflation long term: Technological development. As we learned [...]

Expect Inflation to be Contained Long Term2021-04-01T17:32:48-07:00

Optimizing Required Minimum Distributions (RMD)

2021-03-01T16:08:06-08:00

Seventy-two is an important age milestone for those in or near retirement, as it marks the time when required minimum distributions (RMDs) begin to be withdrawn annually from IRAs and employer-sponsored retirement plans (previously, the threshold was 70 ½). The milestone carries with it tax consequences that are not fixed. Rather, there are a [...]

Optimizing Required Minimum Distributions (RMD)2021-03-01T16:08:06-08:00

The Second Year of the Bull Market Begins

2021-03-22T12:12:16-07:00

The bear market ended one year ago this week, finishing one of the fastest and most vicious bear markets of all-time—one that led to a drawdown of 34%. Things have come full circle now, as stocks have staged a furious rally, with new highs happening across the globe as the economy recovers at a [...]

The Second Year of the Bull Market Begins2021-03-22T12:12:16-07:00

Common Retirement Investment Mistakes

2021-02-25T10:34:11-08:00

Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.⁠1 While the number is up slightly from the 2018 survey (23%), it underscores a pervasive sense of uncertainty among those approaching retirement age. While there is [...]

Common Retirement Investment Mistakes2021-02-25T10:34:11-08:00
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