Collaborative Wealth

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  • Sell Now? | Weekly Market Commentary | September 12, 2016

    This year’s stock market gains, the age of the bull market, and valuations beg the question, should investors sell stocks now?

    September 13, 2016
  • What Does a Big Drop on a Friday Mean? | September 12, 2016

    For the first time in history, the S&P 500 moved on Friday from within a 0.5% of a new high one day (Thursday) to a new two-month low the next day (Friday).

    September 13, 2016
  • Market Update | September 12, 2016

    Fed policymakers and market participants will have plenty of U.S. data to digest this week, including the September readings on manufacturing in Philadelphia and New York.

    September 13, 2016
  • What Does the VIX Say? | September 9, 2016

    Since the post-Brexit vote volatility, the S&P 500 has gone 51 straight days without a 1% drop. We are willing to guess no one (LPL Research included).

    September 12, 2016
  • Market Update | September 9, 2016

    U.S. equities are following overseas markets lower this morning as traders focus on a slate of Federal Reserve Bank (Fed) speakers ahead of next week’s policy meeting.

    September 12, 2016
  • Portfolio Compass | August 17, 2016

    COMPASS CHANGES Upgraded technology to positive from neutral/positive. Downgraded utilities to negative from negative/neutral. Click here to download a PDF of this report. INVESTMENT TAKEAWAYS We continue to expect mid-single-digit stock market gains in 2016, consistent with mid-to-late cycle performance and driven by a second half earnings rebound.* Technology, which remains a favorite sector, has…

    September 9, 2016
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Collaborative Wealth®

Check the background of the representatives associated with this site on FINRA’S BrokerCheck

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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