Wealth Wake Up

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Wednesday, December 17, 2014

Portfolio Compass | December 17, 2014

"Downgrading energy commodities to neutral from neutral/positive."

Tuesday, December 16, 2014

"Tempting TIPS" | Bond Market Perspectives | December 16, 2014

"Lower inflation expectations as a result of falling oil prices have weighed on TIPS prices during the second half of 2014."

Monday, December 15, 2014

"Potential Outcomes of the Final FOMC Meeting of 2014" | Weekly Economic Commentary | December 15, 2014

"Statements following the final FOMC meeting of 2014, particularly on the recent drop in oil prices and its impact on the U.S. economy, could have ramifications for near- and long-term monetary policy."

Monday, December 15, 2014

"Will Shoppers Bring Holiday Cheer for Markets?" | December 15, 2014 | Weekly Market Commentary

"We expect holiday shoppers, bolstered by lower energy prices, to help support potential stock market gains."

Wednesday, December 10, 2014

Outlook 2015 Client Letter by Burt White | December 8, 2014

"Likely changes in monetary policy around the world, the return of volatility, and the recent shift in the political balance of Congress could mean 2015 is a year that will have the global economy, markets, and central banks all on the move."

Tuesday, December 9, 2014

"High-Yield Bonds & Oil Prices Revisited" | Bond Market Perspectives | December 9, 2014

"With the price of oil now down 41% from a peak of $107 per barrel on June 20, 2014, through Monday, December 8, 2014, we take another look at the impact of lower oil prices on the high-yield bond market.."

Tuesday, December 9, 2014

"Beige Book: Window on Main Street" | Weekly Economic Commentary | December 8, 2014

"The latest Beige Book reflected a picture of the U.S. economy that has been largely unaffected by the increasing market concern over falling oil prices, the end of QE in the United States, and the rising U.S. dollar."

Tuesday, December 9, 2014

"Favorable Policy Environment for Stocks in 2015" | December 8, 2014 | Weekly Market Commentary

"We expect the policy environment in 2015 to be supportive for stocks."

Friday, December 5, 2014

Portfolio Compass | December 4, 2014

"No changes."

Tuesday, December 2, 2014

"2015 Fixed Income Outlook: Handle with Care" | Bond Market Perspectives | December 2, 2014

"With sustained improvement in economic growth, slowly rising inflation, and the approach of the Fed’s first interest rate hike, bond prices are likely to decline in 2015.."

Monday, December 1, 2014

"U.S. Economic Growth Picks Up" | Weekly Economic Commentary | December 1, 2014

"We believe the U.S. economy will continue its transition from the slow gross domestic product (GDP) growth of 2011 – 2013 to more sustained, broad-based growth."

Monday, December 1, 2014

"Can Stocks Deliver the Goods in 2015?" | December 1, 2014 | Weekly Market Commentary

"We believe stocks will deliver mid- to high-single-digit returns in 2015."

Wednesday, November 19, 2014

Current Conditions Index | November 19, 2014

"Over the last week, the LPL Financial Current Conditions Index (CCI) fell 2 points to 254."

Tuesday, November 18, 2014

"Overseas Influences" | Bond Market Perspectives | November 18, 2014

"Demand from overseas investors once again helped the bond market shrug off stronger economic data and weak Treasury auction demand."

Tuesday, November 18, 2014

"Emerging Markets Opportunity Still Emerging" | November 18, 2014 | Weekly Market Commentary

"We believe emerging markets (EM) fundamental conditions are set for improvement in 2015, based on our outlooks for economic growth, earnings, and policy."

Monday, November 17, 2014

"Japan Check-In: Will the Weak Q3 GDP Reading Draw a Policy Response?" | Weekly Economic Commentary | November 17, 2014

"The much weaker than expected Q3 GDP reading in Japan is a modest threat to overall global growth for 2014 and into 2015."

Monday, November 17, 2014

Midterm Elections Client Letter by John Canally, CFA | November 6, 2014

"The months of polls, punditry, and posturing are finally over. After months of uncertainty and waiting, the midterm elections are done, and we now have resolution."

Wednesday, November 12, 2014

Portfolio Compass | November 12, 2014

"Although the S&P 500 has achieved our total return forecast for 2014 (10–15% gains), we continue to favor U.S. stocks through year end with support from continued steady earnings growth."

Wednesday, November 12, 2014

Current Conditions Index | November 12, 2014

"Over the last week, the LPL Financial Current Conditions Index (CCI) rose 5 points to 256."

Tuesday, November 11, 2014

"High-Yield Bonds & Oil Prices" | Bond Market Perspectives | November 11, 2014

"We find it premature to draw conclusions regarding oil prices and the performance of the road high-yield bond market."

Podcasts

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Wealth Wake Up for 12/6/14

Host Dick Donahue uses his wealth of experience to deftly guide us through an often complicated world at the intersection of finance and regulation.

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Wealth Wake Up for 11/29/14

Host Dick Donahue uses his wealth of experience to deftly guide us through an often complicated world at the intersection of finance and regulation.

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Wealth Wake Up for 11/23/14

Host Dick Donahue uses his wealth of experience to deftly guide us through an often complicated world at the intersection of finance and regulation.

money hand

Wealth Wake Up for 11/22/14

Host Dick Donahue uses his wealth of experience to deftly guide us through an often complicated world at the intersection of finance and regulation.

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Wealth Wake Up for 11/15/16

Join host Dick Donahue live in studio for a deep insight into the complicated world of finance and money.