Peter J Navaretta - Senior Wealth Advisor - LPL Financial, Inc.

04/22/2025

LPL Research discusses another volatile week for markets, introduces a revised S&P 500 target, and assesses the likelihood of the lows recently being reached.

04/07/2025

LPL Research explores the administration's new trade policies and provides five key tariff takeaways from "Liberation Day."

04/01/2025

LPL Research discusses how markets continue to struggle with trade uncertainty ahead of this week's big tariff announcements.

03/24/2025

LPL Research discusses the Fed's approach to economic uncertainties, inflation, and adjustments to balance sheet runoff.

03/24/2025

LPL's Weekly Market Performance for the week of March 17, 2025, highlights the March Fed meeting, international headlines, and bond market moves.

03/17/2025

LPL Research explores the market correction, what signals imply selling may be over, and why solid fundamentals should provide a backstop from a bear market.

03/10/2025

LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives may diverge.

11/28/2024

Happy Thanksgiving from sunny & warm Florida. 🦃☀️

11/25/2024

As part of my practice, I utilize strategic partnerships for my clients and referrals. These strategic partnerships are people and businesses I trust. The partnerships are both internal and external. Today I would like to spotlight two partnerships which are vitality important for individuals, families and businesses.
The first partnership I would like to mention is Lyssa Phifer CPA. Lyssa is in expert in both personal and small business taxation. I have known Lyssa for a number of years and if you are just starting out your business or looking for a second opinion with personal taxes, reach out to Lyssa at [email protected]
The second partnership is Big Dog HR I have recently met Marty and talking with her, I feel very confident in referring businesses to her for their HR needs. Marty can be reached at [email protected] or her website at bigdoghr.com

11/07/2024

Not sure why yields on treasuries went up after Trump's Presidential election victory, take in a 5 minute read.

LPL Research highlights three recent drivers of higher Treasury yields and what President Trump's election victory could mean for rates going forward.

10/15/2024

What am I doing in clients portfolios to adjust for the upcoming election? When I am asked this, my answer is nothing. Before assuming I am lazy, I know what influences changes in my clients portfolios and those influences are not based on elections, inflation, wars and the white noise you hear or listen to on the TV. If adjustments are made within my clients portfolios, it is because of a life changing moment or moments based on their financial plan. I do not believe in "chasing the hot dot." Know your plan and work your plan. History has shown that the markets are resilient. Yes, there will be bumps along the way, but who has not flown with a little turbulence? The destination is key.

07/18/2024

Navigate markets through year end with LPL Research’s 2024 Midyear Outlook, providing insights on stocks, bonds, the U.S. election, economy, and more.