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  • Your Financial Future

    Dear Valued Investor: We hope that you have enjoyed spending time with loved ones during this holiday season. This time of year often presents an opportunity for some additional rest and relaxation, but there is always the possibility for activity in the markets–or as was the case last week, the government. Last Friday, December 22,…

    January 2, 2018
  • Making Your Holidays Fun–and Affordable

    The holidays can be a wonderful time of year, filled with family and friends and the joy of giving–or receiving–the perfect gift. But if you’re not careful, the holidays can also be a financial drain–leaving bills that linger long after the season has ended. The key to managing holiday spending is to treat it as…

    December 22, 2017
  • Weekly Market Commentary | Week of December 18, 2017

    KEY TAKEAWAYS The S&P 500 is historically overbought after a very persistent bid the past year. Fortunately, history suggests longer-term gains are quite strong after being overbought. Market sentiment is flashing some near-term concerns. WHEN OVERBOUGHT IS BULLISH The bull market continues to march higher. The S&P 500 Index is near one of the most…

    December 19, 2017
  • Weekly Market Commentary | Week of December 11, 2017

    KEY TAKEAWAYS The LPL Research Corporate Beige Book Barometer continues to exhibit upbeat sentiment from companies during the third quarter of 2017. About 60% of S&P 500 companies mentioned hurricanes during their conference calls, highlighting the broad impact. The positive tone from management teams appears to support a positive near-term earnings outlook even without factoring…

    December 13, 2017
  • Weekly Market Commentary | Week of December 4, 2017

    2018 Stock Market Outlook: Double-Digit Returns? John Lynch, Chief Investment Strategist, LPL Financial Je rey Buchbinder, CFA Equity Strategist, LPL Financial KEY TAKEAWAYS We forecast 8–10% returns for the S&P 500 in 2018. The S&P 500 is well positioned to generate strong earnings, in our view, thanks to better global growth and potentially lower corporate…

    December 6, 2017
  • Weekly Market Commentary | Week of November 20, 2017

    KEY TAKEAWAYS Excluding the hurricane-riddled insurance sector, Corporate America produced its third straight quarter of double-digit earnings growth. Strong revenue upside, outstanding technology sector performance, and rising estimates were among the highlights. Positive earnings growth continues to provide support for the stock market, even at elevated valuations. HIGHLIGHTS FROM ANOTHER STRONG EARNINGS SEASON Corporate America…

    November 21, 2017
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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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