Collaborative Wealth

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  • Weekly Market Commentary | October 22, 2018

    Weekly Market Commentary | October 22, 2018

    EARNINGS UPDATE: SO FAR SO GOOD John Lynch Chief Investment Strategist, LPL Financial Jeffrey Buchbinder CFA Equity Strategist, LPL Financial KEY TAKEAWAYS With about one-fifth of third-quarter earnings results in, the numbers have been solid thus far despite tariffs and increasing wage pressures. We expect the good results to continue based on the favorable U.S.…

    October 23, 2018
  • Weekly Market Commentary | October 15, 2018

    Weekly Market Commentary | October 15, 2018

    PERSPECTIVE ON MARKET VOLATILITY John Lynch Chief Investment Strategist, LPL Financial Ryan Detrick, CMT Senior Market Strategist, LPL Financial Jeffrey Buchbinder CFA Equity Strategist, LPL Financial KEY TAKEAWAYS Stocks fell sharply late last week amid a plethora of concerns, primarily rising interest rates and trade. We share our perspective on the sell-off and discuss where…

    October 16, 2018
  • Weekly Market Commentary | October 8, 2018

    Weekly Market Commentary | October 8, 2018

    GLOBAL EQUITY MARKET OUTLOOK: FAVOR U.S.; STICK WITH EM John Lynch Chief Investment Strategist, LPL Financial Jeffrey Buchbinder CFA Equity Strategist, LPL Financial KEY TAKEAWAYS U.S. economic and earnings growth continue to stand out globally and support our positive view of U.S. equities. We continue to see upside potential in emerging markets due to attractive…

    October 10, 2018
  • Weekly Market Commentary | Week of March 26, 2018

    Weekly Market Commentary | Week of March 26, 2018

    THE STOCK MARKET’S FINAL FOUR FACTORS The NCAA Men’s Tournament Final Four is set. Kansas, Loyola, Michigan, and Villanova are headed to San Antonio, Texas to determine this year’s college basketball national champion. In that spirit, following our “Sweet 16” commentary last week, this week we share our “Final Four Factors” for the stock market…

    March 28, 2018
  • Client Letter | “Fed Move Suggests Economy Is On Track” | March 2018

    Client Letter | “Fed Move Suggests Economy Is On Track” | March 2018

    Dear Valued Investor: The first quarter of 2018 is wrapping up, and it’s time to spring forward and look ahead to what we could expect in the coming months. After a large market drop kicking off the month of February, March has been relatively calm for stocks so far. The biggest event of the month…

    March 23, 2018
  • Weekly Market Commentary | Week of March 19, 2018

    Weekly Market Commentary | Week of March 19, 2018

    KEY TAKEAWAYS In the spirit of March Madness, we have compiled our “Sweet 16” for the markets. We identified 16 keys for stocks for the rest of 2018 and assessed their potential market implications. We expect stocks to add to year-to-date gains driven by better economic growth and strong earnings, despite trade tensions. WILL THIS…

    March 20, 2018
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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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