Equities

Globalization of the world’s financial markets and economy has created increased volatility across financial markets. This has led to a greater number of investors seeking competent and objective investment advice, especially where the equity markets are concerned. We deliver the quality advice our clients expect by providing a broad array of information, research, and insight on today’s equity markets.

Our Broker dealer, LPL Financial, Research team develops extensive research on equity markets and the underlying sectors and industries that comprise them. They publish their overarching thoughts on equity markets through a number of publications:

• Portfolio Compass –  This bi-weekly, publication details how equities stack up to other investment options and drills down to our views—positive, negative, or neutral—on the different sectors

• Sector Strategy – Updated quarterly, this publication provides more specific details on each sector covered and is client-approved

• Tactical Research Ideas – This publication provides one-page snapshots on equity ideas (as well as other areas) which offer insight on timely, actionable investment opportunities that could be interesting and profitable additions to client portfolios