Timely Market Communications
Midyear Outlook 2021
LPL Research Midyear Outlook 2021: Picking Up Speed delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2021.
View the complete publication.
Let's recap last month
An informative review on April 2021 in the U.S. Markets, World Markets, and indicators such as employment, retails sales, and Consumer Price Index.
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Market update letter 1-11-21
A new year offers a welcomed turn of the calendar and a fresh start. Managing Partner, Ian Hartley shares some remarks on remembering the progress that the U.S. economy made in 2020 as we look toward 2021.
Midyear Outlook 2020
Westgate's Managing Partner, Ian Hartley shares some remarks as LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. The Midyear Outlook 2020: The Trail to Recovery is here to guide us on the path to economic and market recovery and what to expect in the 2020 elections. Use the Executive Summary to summarize the perspective, or view the full and complete publication below.
This research material has been prepared by LPL Financial LLC. #1-05032583 (Exp. 07/21)
Market update letter 7-2-20
While we continue the fight of COVID-19, the U.S. economy appears to be turning a corner with hopes of better times ahead. Managing Partner, Ian Hartley shares some remarks.
Market Update 6-5-20
We are encouraged by the recent strength of the financial markets as they appear to look beyond continued economic weakness.
Retirement Plan Loans and Withdrawals
During difficult economic times it is tempting to tap into your retirement plan for a loan or hardship withdrawal. But is it a good idea?
Investors like labels
An update reminder that the stock market looks ahead and to focus on the future.
Let's recap last month...
An informative review on April 2020 in the U.S. Markets, World Markets, and indicators such as employment, retails sales, and Consumer Price Index.
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"Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach.
As the battle against the COVID-19 pandemic continues, how we respond to it will determine how we beat it. Managing Partner, Ian Hartley shares some remarks.
Where the market is headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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When you reach the end of the rope, tie a knot....
The month of March had the market spinning rather quickly. While it may take some time for recovery, let's recap where we landed.
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CARES Act FAQ
The CARES Act contains a few key provisions designed to assist retirement plan participants and IRA account holders. Here are some frequently asked questions regarding these key provisions.
Legislation update
March 27, 2020 - Passed Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”) contains some assistance for retirement plans and participants.
When the going gets tough: Remember the long game
No matter where you are on the path to retirement, it’s important to keep the following four things in mind when the markets become painful to watch.
Avoiding COVID-19 scams
Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes.
Take advantage of the market's ups and downs
How do the ups and downs of the market affect you?
When we let emotions influence our investment decisions, market ups and downs may result in many people buying high and selling low.
3-19-20 Letter to our clients
Our everyday lives have changed dramatically over the last few weeks as we work together to minimize the impact of the COVID-19 pandemic.
Smart things to do in a down market
One of the most unsettling aspects of market downturns is the fact they are out of your control.