Research
Client Letter | A Bear Market is Officially Here | June 14, 2022
LPL Research discusses what investors should expect with the new bear market.
Is the 60/40 Portfolio Dead? | Weekly Market Commentary | June 13, 2022
LPL Research discusses the outlook for diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio isn’t dead.
Economy Slowing but Not Shrinking | Weekly Market Commentary | June 6, 2022
Many pundits are issuing recession warnings and saying the economy is heading for a hard landing.
Global Portfolio Strategy | June 2, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.
Client Letter | Bull Market Hangs By a Thread | June 1, 2022
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).
Have a question?
Client Letter | A Bear Market is Officially Here | June 14, 2022
LPL Research discusses what investors should expect with the new bear market.
Is the 60/40 Portfolio Dead? | Weekly Market Commentary | June 13, 2022
LPL Research discusses the outlook for diversified portfolios of stocks and bonds to make the case that the 60/40 portfolio isn’t dead.
Economy Slowing but Not Shrinking | Weekly Market Commentary | June 6, 2022
Many pundits are issuing recession warnings and saying the economy is heading for a hard landing.
Global Portfolio Strategy | June 2, 2022
The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.
Client Letter | Bull Market Hangs By a Thread | June 1, 2022
The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).
Have a question?
Let us take care of your finances,
so you can focus on living your life
(305) 222-0977
Let us take care of your finances, so you can focus on living your life
(305) 222-0977
Securities Offered Through LPL Financial. Member FINRA / SIPC
View LPL Financial Form CRS
Atlantic Family Wealth, A registered investment advisor firm.
Copyright 2024. All Rights Reserved.
The LPL registered representatives with Atlantic Family Wealth may only discuss securities or transact business with
persons who are residents of AL, CA, FL, GA, IL, IN, MA, NJ, NM, NY, TX .
Investment advice offered through Atlantic Family Wealth, a registered investment advisor and separate entity from LPL Financial.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.