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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

Commentary: Election Stock Market Playbook
As Election Day approaches, we discuss potential stock market implications of various possible outcomes.
J. J. Wenrich CFP®
Nov 3, 202412 min read

Commentary: What Scares Us About the Economy and Markets
Stocks have done so well this year that it’s fair to say market participants haven’t feared much.
J. J. Wenrich CFP®
Oct 27, 202410 min read

Commentary: A Q3 Earnings Season Preview, Key Drivers and Key Factors
The bar for third quarter earnings is low, with analysts currently expecting only about a 3% increase in S&P 500 earnings per share (EPS).
J. J. Wenrich CFP®
Oct 20, 20249 min read

Commentary: Happy Second Birthday Bull Market – Here’s to a Third!
On October 12, 2022, there were very few comments suggesting that a new bull market was in the throes of being born as the S&P 500 opened at
J. J. Wenrich CFP®
Oct 13, 20246 min read

Commentary: Just When We Recalibrated, Another Shock Arrived
The new buzzword — recalibration — implies mechanical fine-tuning, but unfortunately, the macro economy is not that robotic.
J. J. Wenrich CFP®
Oct 6, 20247 min read

Commentary: Gold Rally Is No Flash in the Pan
When it comes to investing, gold may be the antithesis of artificial intelligence (AI). The precious metal has acted as a store of value for
J. J. Wenrich CFP®
Sep 29, 20245 min read

Commentary: Policy Crosscurrents: Potential Market Impacts
Of course, last week’s headliner was Jerome Powell and the Federal Reserve (Fed) cutting rates by a half percent on Wednesday, September 18,
J. J. Wenrich CFP®
Sep 22, 20247 min read


Commentary: Second Quarter Earnings Recap: Good, Not Great
Second quarter earnings season is in the books, and it was a good one. S&P 500 companies collectively grew earnings at a double-digit pace f
J. J. Wenrich CFP®
Sep 8, 20247 min read


Commentary: Russia To Host BRICS Summit 2024 Amid Heightened Geopolitical Conflict
In December 2023, Vladimir Putin declared that the 2024 BRICS Summit, hosted by Russia, would be focused on establishing a “fair world order
J. J. Wenrich CFP®
Sep 2, 20246 min read


Commentary : It's Go Time for the Federal Reserve
In his recent speech, Federal Reserve (Fed) Chairman Jerome Powell focused on the fragilities of the labor market and is preparing markets f
J. J. Wenrich CFP®
Aug 25, 20246 min read


Commentary: Stock and Bond Market FAQs From the Field
Every year as the summer months draw near their end, LPL Financial hosts its annual Focus conference for financial advisors.
J. J. Wenrich CFP®
Aug 16, 20248 min read


Commentary: Pullbacks Are Common but Painful
Pullbacks are the stubbed toe of the stock market.
J. J. Wenrich CFP®
Aug 12, 20248 min read

Taking A Closer Look at the Fed’s New Bank Term Funding Program (BTFP)
Those of us who lived through the Bear Stearns, Lehman Brothers and Washington Mutual (to sadly only name a few) financial collapses...
J. J. Wenrich CFP®
Mar 15, 20233 min read

Market Commentary: 3 Reasons It Is So Bad It is Good
Summer is finally here, but 2022 is still shaping up to be one of the worst years for investors ever...
J. J. Wenrich CFP®
Jun 22, 20222 min read

Have We Really Seen Extreme Pessimism Yet?
It’s been a very tough start to the year with both stocks and bonds down sharply. Adding to the “wall of worry” for investors...
J. J. Wenrich CFP®
May 9, 20225 min read

Weekly Market Commentary: Policy Risks Loom But Clarity Ahead
Several policy-related risks loom in September and October that may lead to an increase in market volatility.
J. J. Wenrich CFP®
Sep 13, 20219 min read

Weekly Market Commentary - Why Stagflation Isn’t In the Cards
The term stagflation has been circulating increasingly in the financial media as inflation readings have risen sharply in recent months.
J. J. Wenrich CFP®
Aug 23, 20216 min read

Weekly Market Commentary - Corporate America Does it Again
Corporate America did it again. Companies blew by estimates and made strategists and analysts look silly.
J. J. Wenrich CFP®
Aug 18, 20217 min read

Weekly Market Commentary - COVID Delta Variant Market Impact
The highly transmissible Delta variant of COVID-19 now makes up an overwhelming majority of the new cases in the U.S., bringing with it...
J. J. Wenrich CFP®
Aug 9, 20218 min read
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