Market & Economic Updates
Putting the Pieces Together
LPL Research navigates financial markets with a top-down, multi-discipline perspective. Their multipronged approach—including fundamental, technical, and valuation analyses—is an effective model for investment decisions in diverse market situations. They believe that how those pieces combine is one of the most important decisions in investing. That’s why they create asset allocation models and complete portfolios to help address different needs and investment styles.
A Team Approach
The LPL Research team is highly collaborative and interactive. Communication among the members is constant and supported by their decision-making structures. Most LPL Research team members are also part of investment committees responsible for executing on their portfolios.
LPL Research has no proprietary products to sell, and no investment banking relationships to cultivate, which frees them from making recommendations based on how much money they could earn. They are compensated for bringing the best recommendations forward to meet clients’ needs, which aligns our interests with yours.
CTFS is pleased to provide the Weekly Market Commentary and most recent Outlook from the LPL Research Team and we hope you enjoy their insights.