I've learned to hate "red stock / blue stock" narratives (too much time watching cement companies back in the Infrastructure Week days) but clients can't get enough. This piece from LPL is about as good as it gets right now.
Your clients can buy SPY themselves and find a bond fund. Wealth Advisor PRO gives us a place to talk about more sophisticated solutions to age-old investment challenges . . . without revealing all our secrets to the people who pay for our expertise.
Another bit of "competitive intelligence," this time from Comerica's investment and strategy team. This obviously came out the day before the Fed meeting so while the scenarios are good, it still reflects the fast-moving target that market commentary has become, especially in longer-form reports like this where one stale hypothetical can break the whole structure.
Here in Wealth Advisor PRO we're going to share best practices across firms, away from prying retail investor eyes . . . and that includes market commentary. Not an LPL affiliate? That's okay. See what they're telling their advisors to tell their clients.
