In this week’s edition of the LPAM Review, we focus on the recent move by the Federal Reserve to reduce interest rates by 25 basis points and what it means for client portfolios.

In this week’s edition of the LPAM Review, we focus on the ideal economic conditions that have historically led to above average stock market returns and where the U.S economy sits today.

In this week’s edition of the LPAM Review, we focus on the health of the U.S. consumer and what that means for the U.S. economy and the overall direction of stock prices in the second half of the year.

In this week’s edition of the LPAM Review, we focus on recent economic trends, the sustainability of the current business cycle and what that means for the stock market going forward as we sit at new highs.

In this week’s edition of the LPAM Review, we focus on the recent labor market report in the U.S. and what it says about the sustainability of the current business cycle.

In this week’s edition of the LPAM Review, we focus on the recent decline in global bond yields and how that impacts asset prices in the U.S.

In this week’s edition of the LPAM Review, we focus on the recent Federal Reserve meeting and its possible impact on asset prices.

In this week’s edition of the LPAM Review, we focus on this week’s macro economic data and how a combination of easy monetary policy and a weakening U.S. dollar may be assisting U.S. manufacturing activity.

In this week’s edition of the LPAM Review, we focus on how the LPAM portfolios have fared throughout the stock market pullback and what economic conditions are suggesting is next for the stock market.

In this week’s edition of the LPAM Review, we focus on the ongoing tariff program being implemented by the U.S. administration and how client investment portfolios are being positioned to prepare for the positive and negative side effects of tariffs.

In this week’s edition of the LPAM Review, we focus on how investors can benefit from an active investment approach when macro-economic developments creates winners and losers in the stock market.

In this week’s edition of the LPAM Review, we focus on the ongoing U.S./China trade war and how the LPAM investment strategies are positioned to handle the knock on effects of higher tariffs on goods imported from or exported to China.

In this week’s edition of the LPAM Review, we focus on the importance of using a proven investment process to successfully navigate negative headline risk that can lead the most successful of investors astray.

In this week’s edition of the LPAM Review, we focus on the labor market, inflation and how the direction of those areas of the economy affect Federal Reserve monetary policy and its impact on the stock market.

In this week’s edition of the LPAM Review, we focus on the impact that investor sentiment can have on future stock market returns and whether the current stock market rally has led to overconfidence or has further entrenched investor skepticism.

In this week’s edition of the LPAM Review, we focus on the upward momentum of the Chinese economic recovery, and the reacceleration that now appears to be taking shape across the U.S. and what that means for how we construct investment portfolios.

In this week’s edition of the LPAM Review, we recap the market events of the past week, provide a capital markets health assessment and review any client portfolio adjustments that were made.

We are pleased to introduce the LPAM Market & Portfolio Review. Each week, we will provide an overview of the important market events from the past week, what it means for client portfolios and what we are doing as a result to position clients for long term success.