Collaborative Wealth

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  • Weekly Economic Commentary | Week of October 20, 2014

    Highlights The latest Beige Book reflects a picture of the U.S. economy that has, thus far, been largely unaffected by current geopolitical headlines. The latest Beige Book again described “modest to moderate economic growth” in the U.S. economy and employment expansion at a pace similar to that noted in the previous Beige Book (September 3,…

    October 22, 2014
  • Weekly Market Commentary | Week of October 20, 2014

    Highlights We believe the oil sell-off is overdone and expect the commodity to find a floor in the low $80s. We expect firming global growth to increase the market’s confidence in global oil demand despite weakness in Europe. Energy service stocks are particularly oversold and may be attractive as the services-intensive U.S. energy renaissance continues.…

    October 22, 2014
  • LPL Financial Market Insight | Q3 2014 Review

    Market Insight | Q3 2014 Review | “Stocks Post Another Winning Quarter” A Look Forward We expect U.S. economic growth to exit 2014 at a run rate of economic growth of 3%, supported by improving business spending, the elimination of the drag from fiscal policy, and improving global growth. Our forecast for the stock market…

    October 20, 2014
  • Portfolio Compass | Week of October 13, 2014

    Navigating The Markets Compass Changes Upgraded energy commodities view to neutral/positive from neutral/negative. Upgraded energy sector to neutral from negative/neutral. Investment Takeaways Our 2014 stock market return forecast remains for gains of 10 – 15% despite the recent increase in volatility, supported by continued near double- digit earnings gains in the second half.* Our recent…

    October 17, 2014
  • Current Conditions Index | Week of October 13, 2014

    How to Use the CCI The CCI is a weekly measure of the conditions that underpin our outlook for the markets and economy. It provides real-time insight into the trends that shape our recommended actions to manage portfolios and has proven to be a useful investment decision-making tool. This index is not intended to be…

    October 17, 2014
  • Bond Market Perspectives | Week of October 13, 2014

    Highlights Inflation expectations have fallen sharply in recent weeks, driven by European disinflation, lower energy prices, and overall growth concerns. The persistence of low inflation expectations may intensify the “lower for longer” theme via lower growth expectations and delays to potential Federal Reserve (Fed) interest rate hikes. Disinflation Infatuation Inflation expectations have dropped sharply and…

    October 15, 2014
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Collaborative Wealth®

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Investment advisory and financial planning services offered through CollaborativeWEALTH® – An SEC Registered Investment Advisor. Securities offered through LPL Financial – Member FINRA/SIPC and separate business entity to CollaborativeWEALTH®. CollaborativeWEALTH® advisors are registered representatives with LPL Financial and may only transact securities business in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV.

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