Financial Insights

Austin Frye Interviewed for Bloomberg Businessweek

December 1, 2017 | posted in: Blog, Financial Insights, In The News | by

Stock Wealth Surges for the Oldest Americans While the Young Miss Out
“Many households reduced their equity investments from 2007 to 2016. Those headed by people 75 and over loaded up.” Interviewed by Jordan Yadoo and Ben Steverman, Austin shared his perspective on why baby boomers’ portfolios are “booming” while younger investors’ may not be.   “Financial advisers say there’s also a particular reason some retirees are choosing stocks now. “There’s a lack of alternatives out there,” says Austin Frye, a financial planner at FryeFinancial Center in Aventura, Fla. Yields on bonds are at near-record lows, while the most generous banks pay savers rates of barely 1 percent per year. As a result, dividend-paying stocks have become popular among seniors because they generate income.   Read More  »

LPL Research’s Outlook 2018 is Here!

November 27, 2017 | posted in: Financial Insights | by

Fundamentals always matter. “At LPL Research, we’re looking ahead to a “return of the business cycle.” Instead of relying on intervention by the Federal Reserve (Fed) to propel employment and personal consumption, we will turn to fiscal policy and improving business fundamentals to spur further growth in the economy and stock market. Regarding fiscal policy, we’ll look for increased government spending and tax cuts, which could provide added support for businesses in terms of revenue, earnings, and future growth prospects.” Read more about the Return of the Business Cycle in LPL Research’s Outlook 2018 by clicking here.

Sneak Peek at the Year Ahead via LPL Reserach

November 13, 2017 | posted in: Financial Insights, LPL Weekly Market Commentary | by

Take a look at this sneak peek of what LPL Research’s team is anticipating for the new year, in their Outlook 2018: Return of the Business Cycle, and see why fundamentals still matter by clicking here. Be on the lookout for the late November release of the LPL Research Outlook 2018: Return of the Business Cycle, which presents the opportunities, challenges, and insightful guidance to arm investors for the year ahead.

Looking at A Good 3Q17, And A 2017 For the Record Books (So Far)

November 7, 2017 | posted in: Financial Insights, LPL Weekly Market Commentary | by

LPL Research recaps the 3Q17 earnings season, and what it means looking ahead, as well as takes a look back at the year so far, highlighting some remarkable statistics. “Another good earnings week. With over 80% of S&P 500 company results now in the books, third quarter S&P 500 earnings are tracking to an 8% year-over-year increase, 1.2% above the prior week.” Read more here. “What can we say about 2017 that hasn’t been said already, as it continues to smash records? Per Ryan Detrick, Senior Market Strategist, “2017 will likely be remembered for two things: a persistent bullish trend and historically low volatility.”” See two more records that prove that point here.

November’s a big month…find out why!

November 1, 2017 | posted in: Financial Insights, LPL Weekly Market Commentary | by

As LPL Research tells us, “Along with the holiday anticipation November can bring, [November] is also historically a bullish time for equities. The S&P 500 Index is on pace to log another gain in October, marking 7 consecutive monthly gains on a price basis and 12 in a row on a total return basis (including dividends).”  So what lies ahead? Key takeaways include: November kicks off a historically strong period of the year for financial markets. Interest rate decisions from the Fed, Bank of Japan, and Bank of England are on tap soon. Next steps on tax reform will be very important this month. Get all the details here from LPL Financial’s John Lynch, Chief Investment Strategist, and Ryan Detrick, CMT Senior Market Strategist.

Remembering the Anniversary of the ’87 Crash…And Why We’re Better Off Now

October 18, 2017 | posted in: Financial Insights, LPL Weekly Market Commentary | by

In this week’s Weekly Market Commentary, LPL Research examines the important differences between the terrible crash 30 years ago this week, and where we are now.  While some claim it’s a cycle that’s destined to repeat, facts don’t seem to bear that out. Key takeaways include: Though charts comparing 1987 to 2017 look similar, gains leading up to 1987 were much stronger. We believe that the stock market is standing on a much stronger fundamental foundation today, making another crash appear unlikely. As we reflect on this anniversary, let’s appreciate this bull market but not get complacent. Market events don’t repeat themselves, but they sometimes rhyme. The most important takeaway? “We believe that the stock market stands on a much stronger fundamental and technical foundation today than it did in October 1987, with less euphoric sentiment, making another crash like 1987 appear unlikely. Improvements in regulations and market structure can be debated, but investors clearly have better access to information and can trade much more easily.” Read the full analysis from LPL’s John Lynch, Chief Investment Strategist, andJeffrey Buchbinder, CFA Equity Strategist, here.