Wealth Wake Up


Tuesday, June 30, 2015

"State of the States" | Bond Market Perspectives | June 30, 2015

"Municipal supply has been a headwind for much of 2015 but appears to be tapering off ahead of a typical summer slowdown."

Tuesday, June 30, 2015

Greece: Gauging Potential Market Impacts Client Letter by Burt White, CIO | June 30, 2015

"Negotiations between Greece and its creditors over the weekend of June 27 ended without a deal, which will lead Greece to default on its 1.6 billion euro loan payment due to the International Monetary Fund (IMF) today (June 30)."

Monday, June 29, 2015

"Debunking Dow Theory" | June 29, 2015 | Weekly Market Commentary

"We do not believe transports' weakness is a signal of an impending economic and market downturn."

Monday, June 29, 2015

Midyear Outlook 2015 Publication

The LPL Research Midyear Outlook 2015 contains economic, market, and investment insights for the rest of 2015.

Wednesday, June 24, 2015

Portfolio Compass | June 24, 2015

"Upgraded financials to neutral from negative/neutral. ƒƒDowngraded healthcare to neutral from neutral/positive. ƒƒUpgraded Treasuries to negative/neutral from negative.?

Tuesday, June 23, 2015

"Hammer Flat: Midyear Bond Market Outlook" | Bond Market Perspectives | June 23, 2015

"We continue to expect roughly flat bond returns for 2015, as the choppy market environment witnessed over the first half of 2015 continues."

Monday, June 22, 2015

"Batteries Not Included: Midyear Stock Market Outlook" | June 22, 2015 | Weekly Market Commentary

"We believe corporate America will provide a much needed boost for the second half — providing the seventh year of positive returns in 2015, in the 5 – 9% range we forecast."

Monday, June 22, 2015

"Putting The Pieces Together" | Weekly Economic Commentary | June 22, 2015

"We continue to expect the U.S. economy will expand at a rate of 3% or slightly higher over the remainder of 2015."

Wednesday, June 17, 2015

Midyear Outlook 2015 Client Letter by Burt White, CIO | June 15, 2015

"We are pleased to introduce our LPL Research Midyear Outlook 2015, with the insights and guidelines to put together portfolio strategies for the rest of 2015."

Tuesday, June 9, 2015

"Classic Drivers of Bond Yields Push Higher" | Bond Market Perspectives | June 09, 2015

"Better economic growth and higher inflation expectations are driving confidence in the trajectory of the global economy."

Monday, June 8, 2015

"Beige Book: Window On Main Street" | Weekly Economic Commentary | June 08, 2015

"The latest Beige Book suggests that the U.S. economy is still growing at a pace that is at or above its long-term trend, and that some upward pressure on wages is beginning to emerge."

Monday, June 8, 2015

"ACA Ruling Could Make Healthcare Sector More Affordable" | June 08, 2015 | Weekly Market Commentary

"The upcoming ACA Supreme Court decision may create a buying opportunity for the healthcare sector"

Wednesday, June 3, 2015

Portfolio Compass | June 06, 2015

"Downgraded REITs to negative/neutral from neutral."

Tuesday, June 2, 2015

"Bond Tug-of-War" | Bond Market Perspectives | June 02, 2015

"Lingering uncertainty over Greece, U.S. economic growth, and the Fed may continue to create a tug-of-war on bond prices that will likely continue to lead to a low-return environment."

Monday, June 1, 2015

"Grading The Fed's QE Program: Week 3" | Weekly Economic Commentary | June 01, 2015

"We give the Fed partial credit on equity and bond market impact."

Monday, June 1, 2015

"The Greek Drama" | June 01, 2015 | Weekly Market Commentary

"Greece is unlikely to maintain its debt repayment schedule without a resolution."

Tuesday, May 26, 2015

"Municipal Challenges" | Bond Market Perspectives | May 26, 2015

"We see a potentially brighter future ahead for municipal bonds, despite a difficult second quarter thus far, due to still attractive valuations, higher yields, and a favorable summer seasonal period."

Tuesday, May 26, 2015

"Grading The Fed's QE Program: Week 2" | Weekly Economic Commentary | May 26, 2015

"We focus on the Fed’s dual mandate to promote low and stable inflation and maximum employment."

Tuesday, May 26, 2015

"Global Earnings Update: The Tide Is Turning" | May 26, 2015 | Weekly Market Commentary

"Japan’s first quarter revenue growth outpaced both the U.S. and Europe, while Japanese companies beat revenue forecasts at a solid rate."

Wednesday, May 20, 2015

Portfolio Compass | May 20, 2015

"No changes."


scale money

Wealth Wake Up – 6/28/15

Dick Donahue talks about Millennials saving more than Boomers, who’s going to be on the $10 bill, and what happens…

counting money

Wealth Wake Up -6/27/15

Host Dick Donahue delves into the latest financial data.

handing money

Wealth Wake Up – 6/21/15

Host Dick Donahue talks this Sunday about the Fed’s decision not to raise rates, the latest on Greece’s debt, and…

clock money

Wealth Wake Up – 6/20/15

Dick Donahue talks about the FED and shares the latest financial data.

map money

Wealth Wake Up -6/14/15

Start your Sunday morning with Dick Donahue’s riveting financial forecast.