Get the latest on financial happenings and Advisor best practices, all in one place.

by Noah Brooks |
on Jun 3

Week 22 Talking Points: S&P 500 Caps Best Month Since 2023 Amid Trade Relief, AI Momentum, and Economic Resilience

The S&P 500 closed May with its best monthly gain since 2023, driven by easing global trade tensions, strong corporate earnings, and rising consumer confidence. Read the full Week 22 market breakdown.
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by Noah Brooks |
on Mar 31

Week 13 Talking Points: The Path of Least Resistance Looks Lower

This week we get data on Retail Sales, Industrial Production and Capacity Utilization, Housing Starts, and Existing Home Sales.
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by Noah Brooks |
on Mar 25

Week 12 Talking Points: Q2 Outlook April 8th

This week we get data on Retail Sales, Industrial Production and Capacity Utilization, Housing Starts, and Existing Home Sales.
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by Conor Delaney |
on Nov 12

The Evolution of Independence: Empowering Advisors as CEOs

In episode 5 of Thinking Independently, Conor Delaney is joined by Marc Cohen, EVP of Corporate Strategy & Initiatives at LPL [...]
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