The Federal Reserve (Fed) has engineered a massive hawkish shift, causing a bit more stock market volatility recently. But how worried should investors be? Here we take a look back at historical performance for stocks before, after, and much after in

Corporate America has been on quite a run. Coming into 2021, S&P 500 Index companies were expected to generate less than $170 in earnings per share. As 2022 begins, it looks like that number may end up higher than the latest LPL Research estimate

Index Performance

U.S. and International Equities

Equities finished December on a strong note as both the S&P 500 Index and the Dow Industrials rose over 4%. These markets took in stride higher COVID-19 cases, infl

In many ways, 2021 was a typical year for markets, but it also reinforced some basic market lessons that are hard to learn, even if they are not new. As we launch into the New Year, we’re highlighting three 2021 market lessons that we think may

Here it is, our final blog of 2021, and what better topic than the blog itself and the readers who make writing it so rewarding.

Our aim with the blog is simple: every day provide market analysis that is timely, understandable, actionabl

The municipal market has been a relative bright spot for core fixed income investors in 2021. While most of the other “safe” parts of the core fixed income universe have generated negative returns this year, the national muni market is up

We expect interest rates to move modestly higher in 2022 based on near-term inflation expectations above historical trends and improving growth expectations once the impact of COVID-19 variants recede. Our year-end 2022 forecast for the 10-year Treas

We expect solid economic and earnings growth in 2022 to help U.S.  stocks deliver additional gains next year. If we are approaching—or are already in—the middle of an economic cycle with at least a few more years left (our view), the

We believe pent-up demand, gradual improvement in supply chain challenges, solid labor force growth, and productivity gains will all contribute to another year of above-trend economic growth in 2022. COVID-19-related risks remain and the potential fo

Historically, December has been a great month for stocks, but now we have the Omicron variant causing major volatility and uncertainty. Still, we remain optimistic that the new worries will subside over the coming weeks and stocks will finish 2021 on