Wealth Wake Up


Thursday, March 20, 2014


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Wednesday, March 19, 2014

Current Conditions Index | March 19, 2014

"Over the past week, the LPL Financial Current Conditions Index (CCI) slid modestly to 222."

Tuesday, March 18, 2014

"Fed Reacquaintance" | Bond Market Perspectives | March 18, 2014

"This week the bond market looks to get reacquainted with an old friend, the Federal Reserve (Fed)."

Monday, March 17, 2014

"March Madness in the Markets" | Weekly Market Commentary | March 17, 2014

"As the NCAA basketball tournament gets down to its own sweet sixteen while the rest of March plays out, it is a good time to reflect on the sixteen competing drivers of the markets that may make for an exciting showdown in the weeks and months to come."

Monday, March 17, 2014

"Making a Statement" | Weekly Economic Commentary | March 17, 2014

"The policymaking arm of the Federal Reserve (Fed), the Federal Open Market Committee (FOMC) meets this week (Tuesday and Wednesday, March 18-19, 2014), with Fed Chair Janet Yellen leading the meeting for the first time."

Wednesday, March 12, 2014

Current Conditions Index | March 12, 2014

"Over the past week, the LPL Financial Current Conditions Index (CCI) remained relatively unchanged at 228."

Tuesday, March 11, 2014

"Beware the Ides of March" | Bond Market Perspectives | March 11, 2014

"The month of March has historically been difficult for bond investors."

Monday, March 10, 2014

"Europe's Big Bet" | Weekly Market Commentary | March 10, 2014

"The ECB made a big bet last week that the Eurozone economy is picking up fast enough to avoid the need for any further stimulus."

Monday, March 10, 2014

"Beige Book: Window on Main Street" | Weekly Economic Commentary | March 10, 2014

"Still Growing, With Limited Wage and Price Pressures"

Wednesday, March 5, 2014

Portfolio Compass | March 5, 2014

"Downgraded intermediate municipal bonds to neutral from neutral positive."

Wednesday, March 5, 2014

Current Conditions Index | March 5, 2014

"Over the past week, the LPL Financial Current Conditions Index (CCI) softened slightly to 224."

Tuesday, March 4, 2014

"Weather and Treasury Yields" | Bond Market Perspectives | February 4, 2014

"We expect uncertainty over the true trajectory of the economy to keep Treasury yields range bound over the near term."

Monday, March 3, 2014

"Stocks Go From Great to Good as the Bull Turns Five" | Weekly Market Commentary | March 3, 2014

"After five years, the second most powerful bull market in post-WWII history may be getting a second wind."

Monday, March 3, 2014

"Janet Yellen's Employment Report" | Weekly Economic Commentary | March 3, 2014

"This Friday, March 7, 2014, the U.S. Department of Labor will release the Employment Situation report for February 2014."

Friday, February 28, 2014

"Bumps on the Slope" Client Letter by Chief Market Strategist, Jeffrey Kleintop, CFA | February 28, 2014

"It can be difficult to take the long-term view in investing, particularly when we are challenged by bumps on the slope."

Thursday, February 27, 2014

Current Conditions Index | February 26, 2014

"Over the past week, the LPL Financial Current Conditions Index (CCI) remained basically unchanged at 229."

Thursday, February 27, 2014

"Weather Exhaustion" | Bond Market Perspectives | February 25, 2014

"The pace of economic growth is one of the primary drivers of bond yields, and a number of weaker-than-expected economic data points have helped support high-quality bond prices in 2014."

Monday, February 24, 2014

"Residential Recovery Redux" | Weekly Economic Commentary | February 24, 2014

"Several key reports on the state of the housing market are due out this week (February 24-28, 2014), most of which will likely be negatively impacted by the colder and snowier-than-usual weather in much of the nation over December 2013 and January 2014."

Monday, February 24, 2014

"The Real Reason for the Rebound" | Weekly Market Commentary | February 24, 2014

"The idea of a change in Congress to a more business-friendly environment may be a welcome thought for many market participants and a behind-the-scenes reason for the rebound."

Wednesday, February 19, 2014

Portfolio Compass | February 19, 2014

No changes.


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