Joseph A. Zolna Financial Advisor at Equitable Advisors

05/06/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/a8ff9a2f-0927-423b-ab55-8eb74ac85195.pdf

04/30/2026

Check out LPL Financial Research's Weekly Commentary on the market: "American Industrial Renaissance: Fact or Fiction?".https://static.fmgsuite.com/media/documents/1abb80ac-7045-42a9-bcfb-dfd2c7e99146.pdf

04/22/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Rethinking Fixed Income Allocation in a Multi‑Polar World".https://static.fmgsuite.com/media/documents/6b236c12-2243-473c-9a4e-bf01dd7bc4a1.pdf

04/15/2026

Check out LPL Financial Research's Weekly Commentary on the market: "The Economy Takes Multiple Shocks in Stride". https://static.fmgsuite.com/media/documents/e898a501-20fb-405f-b05b-b168a297afc5.pdf

04/13/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

04/06/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Lessons From Past Conflicts for Today’s Stock Market".https://static.fmgsuite.com/media/documents/0dd1f896-672c-4ea6-941e-c478aeaa261e.pdf

04/01/2026

Check out LPL's monthly client letter.
https://static.fmgsuite.com/media/documents/dc18d641-772a-48b2-bec7-cc7c01cf0361.pdf

04/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Earnings Likely to Grow Double-Digits Again; Will Markets Care?".https://static.fmgsuite.com/media/documents/f08a880e-cf97-4e81-b4d6-50406aa45fb1.pdf

03/25/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Private Credit Under Pressure: Liquidity Mismatches in an AI-Disrupted Cycle".https://static.fmgsuite.com/media/documents/9184545d-8242-4234-b818-0f78b3aa9b24.pdf

03/18/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Why Oil Prices Matter Less — But Still Move Headline Inflation".https://static.fmgsuite.com/media/documents/320292fb-c25d-49c7-a9e4-0093aab4362f.pdf