Key research that keeps you
up-to-date

LPL Research

Capital Markets: The Essence of American Capitalism | Weekly Market Commentary | July 03, 2023

Capital Markets: The Essence of American Capitalism | Weekly Market Commentary | July 03, 2023

The long dormant capital markets have recently begun showing signs of interest from institutional investors and deal makers anxious to bring companies to market. While activity remains muted at best, expectations are focused on 2024, when there is a prevailing consensus that the Federal Reserve (Fed) will be finished with its rate hike campaign, and that economic conditions will be resilient enough to underpin a strong capital markets environment.

read more
Market Responses to Fed (in)Action | Weekly Market Commentary | June 20, 2023

Market Responses to Fed (in)Action | Weekly Market Commentary | June 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained. Clearly, their expectations were not met as the economy soon fell into recession. That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change.

read more

Work with Certified Industry Professional

Jerrí Hewett Miller CFP®, RICP, BFA

 

As Seen In


As Seen In

Are you seeking the confidence to move forward?

Schedule some time with us to talk and see if we’re a good fit for each other.