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Portfolio Compass
Oil Falls, Fed Stays Put: What is Next for Markets
LPL Research discusses falling oil supports optimism, but persistent inflation keeps the Fed cautious — leaving markets caught between improving trends and policy risk.
Summer Muni Technicals: A Reliable Tailwind?
Municipal bonds often benefit from summer supply-demand shifts, as reinvestment flows and lighter issuance create a seasonal tailwind for prices and returns.
Midyear Financial Review: Are You Still on Track for the Year Ahead?
As we reach the halfway point of the year, many people are surprised by how much can change in just six months. Markets move. Tax laws evolve. Business conditions shift. Family priorities change. What felt like the right strategy in January may not be perfectly...
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Jerrí Hewett Miller CFP®, RICP, BFA
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