Entries by Sheri Fitts

Improving the Target Date Fund Selection

According to Morningstar’s 2013 Target Date Series Research Paper, over 92% of the open-ended mutual fund target date assets reside at just 10 money management firms. Of those 10 money managers, 8 offer record keeping services. This white paper offers a road map to help plan sponsors determine whether the current target solution is the appropriate choice.

Weekly Market Commentary – December 4, 2017

2018 STOCK MARKET OUTLOOK   DOUBLE-DIGIT RETURNS? John Lynch Chief Investment Strategist, LPL Financial Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial Back to business: fundamentals to drive stock market gains in […]

Weekly Market Commentary – November 20, 2017

HIGHLIGHTS FROM ANOTHER STRONG EARNINGS SEASON John Lynch Chief Investment Strategist, LPL Financial Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial Corporate America delivered another outstanding earnings season. S&P 500 Index earnings […]

Weekly Market Commentary – November 13, 2017

TRUMP’S FIRST YEAR John Lynch Chief Investment Strategist, LPL Financial Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial Last week marked the one-year anniversary of President Trump’s Election Day victory. The […]

Weekly Market Commentary – November 6, 2017

MLP WEAKNESS APPEARS OVERDONE John Lynch Chief Investment Strategist, LPL Financial Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial Master limited partnership (MLP) weakness appears overdone. The Alerian MLP Index has […]

Weekly Commentary – October 30, 2017

WHAT MIGHT SCARE MARKETS John Lynch Chief Investment Strategist, LPL Financial Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial With Halloween upon us, we continue our tradition of writing about what […]

Weekly Market Commentary – October 23, 2017

FIVE REASONS TO TAKE A LOOK AT JAPAN John Lynch Chief Investment Strategist, LPL Financial Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial  It’s time to take a look at Japan. […]

Weekly Market Commentary – October 16, 2017

THE 1987 CRASH:  A NOT SO HAPPY ANNIVERSARY John Lynch Chief Investment Strategist, LPL Financial Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial This week marks the 30th anniversary of the 1987 […]

Weekly Market Commentary – October 9, 2017

THIRD QUARTER 2017 EARNINGS PREVIEW SLOWER BUT STILL SOLID John Lynch Chief Investment Strategist, LPL Financial Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial Third quarter earnings season gets underway this […]

Weekly Market Commentary – October 2, 2017

MARKETS BUYING INTO TAX REFORM John Lynch Chief Investment Strategist, LPL Financial Jeffrey Buchbinder, CFA Market Strategist, LPL Financial Last week’s tax proposal presented real progress. For much of this […]

Sheridan Road Announces Next Gen Retirement Roadshow

Symposiums aim to equip Human Resources, benefits and leadership teams with information and ideas to expand and enhance their organization’s retirement plan in 2018 and beyond. September 27, 2017 — […]

Weekly Commentary – September 25, 2017

FED VERSUS THE MARKET — ROUND 2 Matthew E. Peterson Chief Wealth Strategist, LPL Financial In its September 20 policy statement, the Federal Reserve (Fed) suggested that it will increase interest […]

Weekly Market Commentary – September 18, 2017

UPDATE ON GROWTH AND VALUE STOCKS Burt White Chief Investment Officer, LPL Financial Jeffrey Buchbinder, CFA Market Strategist, LPL Financial Growth has been on a roll. Based on the Russell […]

Weekly Market Commentary – September 11, 2017

STRONG EUROPEAN EARNINGS ARE KEEPING EUROPE CHEAP Burt White Chief Investment Officer, LPL Financial Matthew E. Peterson Chief Wealth Strategist, LPL Financial  After years of diminished earnings ended in the third […]

Weekly Market Commentary – September 5, 2017

PUTTING THE NORTH KOREAN THREAT INTO PERSPECTIVE Burt White Chief Investment Officer, LPL Financial Jeffrey Buchbinder, CFA Market Strategist, LPL Financial Investors have become increasingly concerned about the escalating North Korean […]

Weekly Market Commentary – August 28, 2017

CORPORATE BEIGE BOOK: UPBEAT AS EXPECTED Burt White Chief Investment Officer, LPL Financial Jeffrey Buchbinder, CFA Market Strategist, LPL Financial The LPL Research Corporate Beige Book Barometer — our measure […]

Weekly Commentary – August 21, 2017

TAKING A LITTLE RISK OFF THE TABLE Burt White Chief Investment Officer, LPL Financial                                 […]

Weekly Commentary – August 14, 2017

BOTTOM LINE: IMPRESSIVE EARNINGS SEASON Burt White Chief Investment Officer, LPL Financial Jeffrey Buchbinder, CFA Market Strategist, LPL Financial Corporate America delivered another outstanding earnings season, with double-digit earnings growth, […]

Weekly Commentary – August 7, 2017

BUY THE DIP? WHAT DIP? Burt White Chief Investment Officer, LPL Financial  Jeffrey Buchbinder, CFA Market Strategist, LPL Financial Buy the dip? What dip? Beyond the double-digit gains in stocks […]