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2 years ago

Top Tweets of October 2017


The Research Department publishes daily blog posts that cover key market and economic trends and topics for LPL advisors to use and share with their clients, and each month we see more advisors join in our discussions on social media. We are excited to highlight some of their recent posts in our monthly “Top Tweets”:

Whitsell Financial Partners of Roseville, CA shared a LPL Research blog on the best six months of the year, which could get even better:

Paul Sahota, CFP® of Fresno, CA shared a Market Update post to keep his followers up to speed on global market activity, including key insights for clients:

Doll Capital Advisors, Inc. of San Juan Capistrano, CA asked about the potential impact of higher volatility on the markets:

Along with the popularity of sharing insights from the blog, sharing LPL infographics continues to be popular as well.

Ron Coleman with Ronald Coleman Advisors in Claremont, CA looked the current state of the U.S. economy in our proprietary Recession Watch Dashboard:

Jonathan Bednar of Paradigm Wealth Partners of Knoxville, TN highlighted LPL Research’s Chart of the Week, which compared the current stock market rally to 1987. Visit the House of Charts for weekly client-approved charts that can help illustrate important concepts during client conversations:

Shifting to publications, Daniel Ortt of Ortt Financial Inc. based in Missolua, MT asked his followers to check out a “must read”: LPL Research’s recent paper, How Healthy Is Your Life Portfolio?features themes from Managing Director, Investor and Investment Solutions and Chief Investment Officer Burt White’s LPL Focus 2017 presentation:

Gould Ruma Financial Advisors of Toledo, OH shared their experience with keeping a long-term perspective while featuring a recent Weekly Market Commentary:

Atlas Wealth Strategies of Hopkington, MA prompted their followers to offer their views on proposed tax reform when sharing LPL Research’s Weekly Market Commentary on the topic:

We always appreciate the opportunity to visit with LPL advisors at our Carolinas Campus. GenWealth Financial Advisors of Bryan, AR tweeted pictures from a recent visit where we discussed markets and investments:

LPL Research also spent time sharing perspectives with advisors off campus during the month, as US Wealth Management of Braintree, MA highlighted:

Chief Investment Strategist John Lynch recently joined LPL Research on Twitter to offer valuable insights gained through more than 30 years of investment and wealth management experience.

We’re excited to see LPL advisors’ increased impact on social media. As always, LPL Research values the opportunity to hear from our advisors.—we invite you to join our daily discussions on Twitter.


Past performance is no guarantee of future results.

The opinions voiced in this material are for general information only and are not intended to provide or be construed as providing specific investment advice or recommendations for any individual security.

The economic forecasts set forth in the presentation may not develop as predicted.

Indices are unmanaged and cannot be invested into directly. Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performance is not indicative of the performance of any investment.

Because of their narrow focus, specialty sector investing, such as healthcare, financials, or energy, will be subject to greater volatility than investing more broadly across many sectors and companies.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk.

Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.

This research material has been prepared by LPL Financial LLC.

To the extent you are receiving investment advice from a separately registered independent investment advisor, please note that LPL Financial LLC is not an affiliate of and makes no representation with respect to such entity.

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Securities and Advisory services offered through LPL Financial LLC, a Registered Investment Advisor Member FINRA/SIPC

Tracking #1- 662124 (Exp. 10/18)

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