Contact Us

Suggest A Meeting Time

Please enter the word you see in the image below:


2016 Market Outlook

2016 Market Outlook

Read LPL Financial's Market Outlook for 2016.

View 2016 Market Outlook
The Tax Man Cometh

The Tax Man Cometh

Coming Soon!

View The Tax Man Cometh
What We’re Reading

What We’re Reading

View What We’re Reading
2016 Market Outlook

2016 Market Outlook

Read LPL Financial's Market Outlook for 2016.

View 2016 Market Outlook
The Tax Man Cometh

The Tax Man Cometh

Coming Soon!

View The Tax Man Cometh
What We’re Reading

What We’re Reading

View What We’re Reading

Categories

Market Outlook Portfolio Compass Office News Planning

Archives

August, 2018 July, 2016 June, 2016 May, 2016 April, 2016 January, 2016 December, 2015 November, 2015 October, 2015 September, 2015 August, 2015 July, 2015

Portfolio Compass - February 25th, 2015

Posted On: Feb 26, 2015

The Portfolio Compass provides a snapshot of LPL Financial Research views on Equity & Alternative Asset Classes, the Equity Sectors, and Fixed Income.  Click on the link below to download. Portfolio Compass - February 25th, 2015

Continue reading...


Portfolio Compass - November 12, 2014

Posted On: Nov 13, 2014

The Portfolio Compass provides a snapshot of LPL Financial Research views on Equity & Alternative Asset Classes, the Equity Sectors, and Fixed Income. This biweekly publication illustrates current views and will change as needed over a 3- to 12-month time horizon. Click on the link below to download a pdf copy. Portfolio Compass - November 12, 2014

Continue reading...


Portfolio Compass - October 29, 2014

Posted On: Oct 30, 2014

The Portfolio Compass provides a snapshot of LPL Financial Research views on Equity & Alternative Asset Classes, the Equity Sectors, and Fixed Income. This biweekly publication illustrates current views and will change as needed over a 3- to 12-month time horizon.  In this issue, U.S. stocks are upgraded, while foreign bonds are downgraded. Click on the link below to download a pdf copy. Portfolio Compass - October 29, 2014

Continue reading...


Portfolio Compass - October 1, 2014

Posted On: Oct 02, 2014

The Portfolio Compass provides a snapshot of LPL Financial Research views on Equity & Alternative Asset Classes, the Equity Sectors, and Fixed Income. This biweekly publication illustrates current views and will change as needed over a 3- to 12-month time horizon. Click on the link below to download a pdf copy. Portfolio Compass - October 1, 2014

Continue reading...


Portfolio Compass - September 17, 2014

Posted On: Sep 18, 2014

The Portfolio Compass provides a snapshot of LPL Financial Research views on Equity & Alternative Asset Classes, the Equity Sectors, and Fixed Income. This biweekly publication illustrates current views and will change as needed over a 3- to 12-month time horizon. Click on the link below to download a pdf copy. Portfolio Compass - September 17, 2014

Continue reading...


Portfolio Compass - August 20, 2014

Posted On: Aug 21, 2014

The Portfolio Compass provides a snapshot of LPL Financial Research views on Equity & Alternative Asset Classes, the Equity Sectors, and Fixed Income. This biweekly publication illustrates current views and will change as needed over a 3- to 12-month time horizon. In this issue LPL Research downgrades energy commodities but keeps its stock and earnings growth forecasts the same. Click on the link below to download a pdf copy. Portfolio Compass - August 20, 2014

Continue reading...


Portfolio Compass - August 6, 2014

Posted On: Aug 07, 2014

The Portfolio Compass provides a snapshot of LPL Financial Research views on Equity & Alternative Asset Classes, the Equity Sectors, and Fixed Income. This biweekly publication illustrates current views and will change as needed over a 3- to 12-month time horizon. In this issue LPL Research makes no changes to its current asset allocation recommendations including keeping a lower-than-benchmark weighting to bonds, favoring small caps and stock based on recent earnings. Click on the link below to download a pdf copy. Portfolio Compass - August 6, 2014

Continue reading...


Portfolio Compass - July 23, 2014

Posted On: Jul 24, 2014

The Portfolio Compass provides a snapshot of LPL Financial Research views on Equity & Alternative Asset Classes, the Equity Sectors, and Fixed Income. This biweekly publication illustrates our current views and will change as needed over a 3- to 12-month time horizon. In this issue LPL Research upgrades alternatives to neutral/positive from neutral. Also, they provide investment takeaways on stock market gains for the remainder of the year, sector analysis and fixed income allocations. Click on the link below to download a pdf copy. Portfolio Compass - July 23, 2014 

Continue reading...


Portfolio Compass - June 11, 2014

Posted On: Jun 17, 2014

The Portfolio Compass provides a snapshot of LPL Financial Research’s views on equity & alternative asset classes, the equity sectors, and fixed income. This biweekly publication illustrates our current views and will change as needed over a three- to 12-month time horizon. http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/PC/Portfolio_Compass_06112014.pdf

Continue reading...

Follow Us!

Recent Posts

Midyear Outlook 2018 - Charts Midyear Outlook 2016 The Brexit Vote: What You Need to Know Brexit Market Review Letter 06-10-2016 Market Review Letter 05-20-2016 Market Review Letter 04-28-2016 LPL Research: Outlook 2016 Capitol Family Office Newsletter 12-8-2015 Capitol Family Office Newsletter 11-17-2015

Latest Tweets



1500 NW Bethany Blvd. Suite 280   Beaverton, OR 97006

 

Securities offered through LPL Financial, Member FINRA/SIPCInvestment advice and financial planning offered through Financial Advocates Investment Management, DBA Capitol Family Office, a registered investment advisor.  Financial Advocates Investment Management, Capitol Family Office and LPL Financial are separate entities. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OR, WA, CA, MT, AZ, CO, NY, OH, HI, ID, FL, AK

You must be registered to view full news articles

Sign In Create an Account