A Full Service Financial Consulting Firm
The investment climate has never been more exciting or more challenging than it is today.Click below to learn more about the “what’s” and “how longs” of transferring.
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Kris Thorvaldson
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.
LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
Research
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Weekly Market Performance | May 29, 2026
LPL Research provides its Weekly Market Performance for the week of May 25, 2026. U.S. stocks extended their recent momentum during the holiday‑shortened week with the S&P 500 notching fresh record highs and a ninth consecutive weekly gain.
Assessing the Sustainability of the Record-High Rally
LPL Research examines the technical setup supporting the rally in stocks, the catalysts driving momentum, and whether the current pace of gains is sustainable.
AI Capex Boom Fuels Corporate Bond Supply and Duration Risks
AI-driven bond issuance by hyperscalers is reshaping IG credit, boosting supply and duration risk, and providing opportunities for income-focused investors.
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