In this week’s edition of the LPAM Review, we assess the current condition of the stock market and what an overbought condition has historically meant for future stock market returns, when combined with a similar interest rate and macroeconomic backdrop.

In this week’s edition of the LPAM Review, we walk through how we navigate a stock market that is sitting at record highs and that sticking to a disciplined investment process is just as important in a strong market as it is during times of heightened uncertainty.

In this week’s edition of the LPAM Review, we review the stock market and economic reacceleration of 1995 and ask whether a similar stock market surge could take place today if we saw an economic reacceleration, backed by low interest rates.

In this week’s edition of the LPAM Review, we address the concerns of investing in a stock market that remains near record highs and will walk through the playbook we are putting in place to position clients for long-term investment success in the current environment.

In this week’s edition of the LPAM Review, we review the prospects for investors to close out the year now that the stock market has broken out from its recent consolidation, and whether now remains a good time to invest or if profit taking is warranted.

In this week’s edition of the LPAM Review, we review the recent rotation away from durable growth stock and into stocks with broken business models.

In this week’s edition of the LPAM Review, we review the interim U.S. – China trade agreement and what that means for the market over the short term and overall portfolio positioning into the end of the year.

In this week’s edition of the LPAM Review, we review the state of the U.S. labor market after last week’s non-farm payrolls report and how to use data to effectively navigate a noisy market and position portfolios for long-term success.

In this week’s edition of the LPAM Review, we review how the U.S. stock market has historically handled impeachment in the past and how we can use the noise surrounding these proceedings to our long-term advantage.

In this week’s edition of the LPAM Review, we review the state of the U.S. economy and how we are positioning client portfolios with the S&P 500 1% away from achieving record highs.

In this week’s edition of the LPAM Review, we review how to navigate the stock market as we approach record highs and whether the move is backed by the three pillars of growth, liquidity, and valuation.

In this week’s edition of the LPAM Review, we review the recent stock market breakout, the factors driving it and whether the move is sustainable.

In this week’s edition of the LPAM Review, we review how an investor can navigate and invest in a two-speed economy, characterized by a strong consumer and labor market, offset by a weak manufacturing sector.

In this week’s edition of the LPAM Review, we address how we manage money in an era where tweets or sudden headlines can increase the day to day volatility of global capital markets.

In this week’s edition of the LPAM Review, we address the recent stock market volatility and will help sort out what is noise and can be ignored vs. weighing what the actual data on the ground is saying about the current state of the U.S. economy.

In this week’s edition of the LPAM Review, we address several of the headlines that have caused a rise in volatility over the past two weeks, sorting out the noise from the facts.