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Commentary: Tariff Turmoil: Where Do We Go From Here?
Markets got quite a surprise from the Trump administration last week in the form of tariffs above even the most aggressive forecasts...
J. J. Wenrich CFP®
5 days ago12 min read

Commentary: Tariff Uncertainty Facing Stocks to Start Clearing Soon
Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans.
J. J. Wenrich CFP®
Mar 309 min read

Commentary: Powell Walked a Tightrope
Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference.
J. J. Wenrich CFP®
Mar 237 min read

Commentary: Market Correction Perspective
U.S. equity markets officially entered correction territory last week for the first time in 344 trading days.
J. J. Wenrich CFP®
Mar 168 min read

Commentary: Navigating Strategic and Tactical Investment Horizons: The Differences
Heightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors.
J. J. Wenrich CFP®
Mar 910 min read

Commentary: Earnings Season Recap: Strong Growth, Big Upside, Now What?
Fourth quarter earnings season is nearly complete, and it has been a good one.
J. J. Wenrich CFP®
Mar 27 min read

Commentary: Refinancing ZIRP
The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy
J. J. Wenrich CFP®
Feb 238 min read

Commentary: Tariffs Ignite a Metals Melt-Up
Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown
J. J. Wenrich CFP®
Feb 177 min read

Commentary: Key Pillars of the Bull and Bear Cases in 2025
Use of the terms “bull” and “bear” in financial markets can be traced back to London’s financial district in the late 19th century
J. J. Wenrich CFP®
Feb 911 min read

Commentary: U.S. Exceptionalism: Is It Still Intact?
With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development with
J. J. Wenrich CFP®
Feb 25 min read

Commentary: Q4 Earnings Preview: Mix of Solid Growth and Policy Uncertainty
Earnings season is underway and, thanks to the banks, it’s off to a good start.
J. J. Wenrich CFP®
Jan 208 min read

Commentary: New Year, Same Bull Market?
As the new year officially gets underway, there’s the usual sense of renewed optimism and excitement over new opportunities.
J. J. Wenrich CFP®
Jan 128 min read

Commentary: Evaluating Stock and Bond Market Predictions From 2024
With 2024 fully behind us, it’s a good time to celebrate our winning calls from last year.
J. J. Wenrich CFP®
Jan 58 min read

Commentary: Keys to Stock Market Gains in 2025
As 2024 draws to a close, investors have fully embraced the stock market. The S&P 500 is up more than 25% year to date.
J. J. Wenrich CFP®
Dec 29, 20247 min read

Commentary: The Fed Resets Expectations for Next Year
The Federal Reserve (Fed) is moving more cautiously in adjusting policy, and markets might have a hard time resetting expectations.
J. J. Wenrich CFP®
Dec 22, 20246 min read

Commentary: A Golden Age for Income Investors
Will 2025 be the year for fixed income? LPL examines what could be in store for fixed income markets in the year ahead.
J. J. Wenrich CFP®
Dec 15, 20248 min read

Commentary: High-Level Thoughts on Stock and Bond Markets in 2025
Before getting to the markets, let’s set the stage with some of our expectations for the economic environment in 2025.
J. J. Wenrich CFP®
Dec 8, 20246 min read

Commentary: A Basket of Uncertainty Bolsters the Dollar
The dollar’s continued climb higher has been predicated on a host of factors.
J. J. Wenrich CFP®
Nov 24, 20247 min read

Commentary: Trade, Tariffs, and Inflation
One of the biggest fears for investors right now is the resurgence of inflation from adverse effects of Trump’s potential trade policy.
J. J. Wenrich CFP®
Nov 17, 20246 min read

Commentary: Election Day Takeaways
Investors welcomed the news with renewed risk appetite, bidding the S&P 500 to its 50th record high of the year on Friday.
J. J. Wenrich CFP®
Nov 10, 20249 min read
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