LPL Financial - Curtis Allen

S&P500 Q2 earnings season is wrapping up, and by most accounts, was a great season!

As of 8/13/18, we saw year-over-year earnings growth of almost 25% (nearly 4% above analyst expectations) with forward four quarter estimates rising 0.6%.

We continue to expect interest rates to rise while the US economy shows strength, which will create a headwind for risk-averse investors. Conservative investors are wondering if they should stick with their rate sensitive bond portfolios or increase risk and exposure to equities while the economy is doing well - a potentially risky proposition.

We have a different idea! There are products that are linked to the performance of stocks, but traditionally have less risk than bonds. In other words, if the economy/stock market continues to do well, so too will your investment. If a recession surprises the market, your investment will be sheltered from those loses. In the environment we are in today, this strategy makes really good sense to many investors.

If you would like to learn if this type of investment makes sense for your portfolio, please reach out to us at [email protected] or 310-773-5946 for a free consultation. We look forward to speaking with you!

Don't Sell In May! Read the full article here: http://www.curtisallenfinancial.com/market-update/dont-sell-in-may/

To read the full article, click the link:
http://www.curtisallenfinancial.com/market-update/search-for-income-yield-opportunities-improve/

Click the link to read the full article:
http://www.curtisallenfinancial.com/uncategorized/beige-book-window-on-main-street/

Click the link to read the full article.
http://www.curtisallenfinancial.com/market-update/myth-busting/

Spend a couple minutes watching our 2017 market outlook.

Outlook 2017: Gauging Market Milestones Tracking #1-571445 (Exp. 02/18)

March is shaping up to be a busy month in terms of Economic Data. Check out the calendar of events that we're watching - If you have questions about how these events could effect your investments, please reach out. We'd be happy to discuss.

Did you know that you can still contribute to your retirement accounts and save money on your 2016 taxes? It's not too late! Give us a call if you have any questions.

On the anniversary of the oil and high-yield collapse, we take a look at the segment which has enjoyed 12 months of out-performance. This article is a must-read for fixed income investors.

One of the largest investments that residents of Southern California have is their primary residence. Today, LPL research takes a look at the 3 "cycles" that effect real estate investments and returns.

NAFTA - The North American Free Trade Agreement - Has garnered a whole lot of attention during this political cycle. Today, we take a detailed look back at the pros and cons of NAFTA and what our economy looked like before and after its implementation.

Fixed income investors will likely tread carefully in 2017, being careful to manage risk and duration. LPL Financial sees some opportunities within the Mortgage-Backed Securities segment of this asset class. Take a look at our research in this week's Bond Market Perspectives.