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LPL Research Midyear Outlook 2022: Navigating Turbulence

LPL Research Midyear Outlook 2022: Navigating Turbulence

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020,...

Boomers’ Post-Pandemic Retirement Concerns

Boomers’ Post-Pandemic Retirement Concerns

For many who are decades away from leaving the workforce, retirement may seem like an abstract concept. But once you've entered your late fifties—like the youngest Baby Boomers, turning 57 in 2021—retirement may begin to seem very real.1 A recent survey of Boomers...

CONSTRUCTIVE, NOT COMPLACENT: LOWERING S&P 500 TARGET

CONSTRUCTIVE, NOT COMPLACENT: LOWERING S&P 500 TARGET

Stocks have been unable to make up much ground since the June 16 lows, with a bear market rally amounting to only around a 4.3% gain in the S&P 500 Index since then (as of July 1). After the more than 6% rally the week of June 24 and the increasing optimism that...

Four Tips for Gaining Financial Independence

Four Tips for Gaining Financial Independence

The golden rule of financial planning: if you can plan it, you can pursue it Over the past July 4th, we celebrated our country’s history of declaring independence and guaranteeing basic human freedoms. But true freedom includes financial independence, as well....

RELIEF AT THE PUMP AND FOR PORTFOLIOS?

RELIEF AT THE PUMP AND FOR PORTFOLIOS?

2022 has been rough all-around for the American consumer. Not only are we battling decades-high inflation, but investors’ portfolios are off to one of the worst starts to a year in history as we near the halfway point. Our technical work is first and foremost rooted...

Market Volatility Can Stir Your Loss Aversion

Market Volatility Can Stir Your Loss Aversion

At the foundation of your financial well-being lies your behavior Here is a statement that is bound to cause you to raise your eyebrows: Your long-term financial success may depend less on the structure of your portfolio than on your ability to adapt your behavior to...

IS THE 60/40 PORTFOLIO DEAD?

IS THE 60/40 PORTFOLIO DEAD?

This year has been tough for investors, not just because stocks have fallen but also because bonds have not helped mitigate those losses as they have historically done. Below we discuss the outlook for diversified portfolios of stocks and bonds to make the case that...

ESG Investing: The New Frontier for Environmentally Conscious Investors

ESG Investing: The New Frontier for Environmentally Conscious Investors

Environmental, Social, and Governance (ESG) investing is on the rise throughout the world. A 2018 study from Harvard University’s Kennedy School of Government found that ESG investing now accounts for nearly $30 trillion, which is more than one-fourth of all assets...

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