October 2025 Newsletter

Services Exports Help Trim Trade Deficit Tariffs and concerns about the U.S. trade deficit focus on trade in goods, so the importance of trade in services is often overlooked. More Details Are You Prepared for the High Cost of Dying? While death is inevitable, you may...

Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations

We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...

Outlook 2025: Pragmatic Optimism

Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...

July 2025 Newsletter

Travel Spending Surpasses Pre-Pandemic Levels Travel and tourism spending — for foreign visitors in the United States and U.S. citizens in foreign countries — surpassed pre-pandemic levels in 2024. More Details Have You Set a Retirement Savings Goal? It’s...

April 2025 Newsletter

Cost of Living Varies Widely Across the U.S. Compare the cost of living in the nation’s most and least expensive urban areas. More Details ETFs Are Closing the Gap with Mutual Fu Investor demand for exchange-traded funds (ETFs) has increased over the last decade...