Wealth Wake Up

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Tuesday, October 21, 2014

"Stay on Guard" | Bond Market Perspectives | October 21, 2014

"Yields may remain low for evidence of any fallout or contagion to the U.S. economy; a stretch of stronger economic data or bolder action by overseas central banks are likely needed catalysts for higher yields."

Monday, October 20, 2014

"Oil Hits the Skids" | October 20, 2014 | Weekly Market Commentary

"We believe the oil sell-off is overdone and expect the commodity to find a floor in the low $80s."

Monday, October 20, 2014

"Beige Book: Window on Main Street" | Weekly Economic Commentary | October 20, 2014

"The latest Beige Book reflects a picture of the U.S. economy that has, thus far, been largely unaffected by current geopolitical headlines."

Wednesday, October 15, 2014

Portfolio Compass | October 15, 2014

"Upgraded energy commodities view to neutral/positive from neutral/negative."

Wednesday, October 15, 2014

Current Conditions Index | October 15, 2014

"Over the past week, the LPL Financial Current Conditions Index (CCI) fell 13 points to 249."

Wednesday, October 15, 2014

"Disinflation Infatuation" | Bond Market Perspectives | October 14, 2014

"Inflation expectations have fallen sharply in recent weeks, driven by European disinflation, lower energy prices, and overall growth concerns."

Monday, October 13, 2014

"Pullback Perspective" | October 13, 2014 | Weekly Market Commentary

"We see the recent increase in volatility as normal within the context of an ongoing bull market."

Monday, October 13, 2014

"Gauging Global Growth in 2014 & 2015" | Weekly Economic Commentary | October 13, 2014

"The pace of growth in the global economy is a key driver of global earnings growth, and ultimately, the performance of global equity mark."

Wednesday, October 8, 2014

Current Conditions Index | October 8, 2014

"Over the past week, the LPL Financial Current Conditions Index (CCI) rose 4 points to 262."

Tuesday, October 7, 2014

"Slowing Momentum" | Bond Market Perspectives | October 7, 2014

"A challenging bond market environment will likely persist over the remainder of the year and perhaps beyond."

Monday, October 6, 2014

"Blasé on the Budget" | Weekly Economic Commentary | October 6, 2014

"The nation’s fiscal situation has improved dramatically in the past five years due to overall economic improvement and a combination of higher tax rates and modest spending increases. "

Monday, October 6, 2014

"Earnings Preview: Welcomed Opportunity to Focus on the Micro" | Weekly Market Commentary

"Earnings season is here and may counteract the negative headlines with another dose of positive fundamental news."

Monday, October 6, 2014

Portfolio Compass | October 1, 2014

"Downgraded large/small foreign views to negative from negative/neutral."

Monday, October 6, 2014

Current Conditions Index | October 1, 2014

"Over the past week, the LPL Financial Current Conditions Index (CCI) fell seven points to 258."

Monday, October 6, 2014

"Late Summer Setback" | Bond Market Perspectives | September 30, 2014

"Multiple factors, none of them fundamental, have driven high-yield bond prices weaker in September."

Monday, September 29, 2014

"Housing Hiatus?" | Weekly Economic Commentary | September 29, 2014

"We continue to expect housing may add to GDP growth in 2014 and for the next several years as the market normalizes following the severe housing bust of 2005-2010."

Monday, September 29, 2014

"Grading on a Curve (the Yield Curve, That Is)" | Weekly Market Commentary | September 29, 2014

"The yield curve has a perfect record in signaling recessions over the past 50 years."

Monday, September 29, 2014

PIMCO Client Letter by Burt White, CIO | September 26, 2014

"Last Friday, LPL Financial Research was made aware that Bill Gross, Pacific Investment Management Co. (PIMCO) Chief Investment Officer (CIO) and lead portfolio manager on several funds, would be leaving PIMCO. After the market close on Friday, PIMCO provided us the details of its new investment management structure, including its new Chief Investment Officers and portfolio managers."

Wednesday, September 24, 2014

Current Conditions Index | September 24, 2014

"Over the past week, the LPL Financial Current Conditions Index (CCI) rose eight points to 265."

Wednesday, September 24, 2014

"The State of States" | Bond Market Perspectives | September 23, 2014

"A change of seasons should be noted by municipal investors, as a seasonal increase in new issuance may be a catalyst to lower returns after a strong 2014."

Podcasts

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Wealth Wake Up for 10/19/14

Host Dick Donahue talks market volatility and more.

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Wealth Wake Up for 10/18/14

Dick Donahue is off traveling, but guest host Bill Tetrault guides us through the world of Medicare.

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Wealth Wake Up for 10/12/14

Host Dick Donahue talks inflation.

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Wealth Wake Up Live for 10/11/14

Host Dick Donahue hosts guest Damon Novell to talk about end of life planning for seniors.

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Wealth Wake Up for 10/5/14

Host Dick Donahue talks politics, the financial markets, and more.