James Ulman at Prudential Advisors

James Ulman at Prudential Advisors As a Financial Advisor, I help people strive for financial security. Tell me your goals and we’ll he

09/01/2026

LPL Research explores how the U.S. debt surpassing $40 trillion could impact investor portfolios.

08/31/2026

LPL Research discusses that as U.S. debt tops $40 trillion and yields climb; investors await Kevin Warsh's Jackson Hole speech for clues on rates and policy.

08/29/2026

This week on LPL Market Signals, LPL Head of Macro Strategy Kristian Kerr sits down with LPL Chief Technical Strategist Adam Turnquist for a cross-asset tour of today's most important market trends.

08/07/2026

Find out how LPL Research’s building block model portfolios help advisors deliver personalized, professionally managed portfolios at scale.

08/06/2026

This week's Weekly Market Commentary discusses how the S&P 500 finished a volatile July slightly lower while maintaining solid year-to-date gains, as key second-half themes including geopolitical tensions, energy supply concerns, and mixed investor sentiment around AI-driven earnings quickly came in...

08/05/2026

Exceptionally strong second-quarter S&P 500 earnings growth, with EPS tracking a 46% year-over-year increase, driven in part by valuation mark-ups of private AI-related holdings such as Anthropic, OpenAI, and SpaceX. Excluding Alphabet and Amazon, earnings growth remains robust at roughly 26%, led p...

08/05/2026

In this week's Market Signals podcast, Chief Economist Dr. Jeffrey Roach is joined by Chief Market Strategist Chris Fasciano from Commonwealth Financial Network to discuss stronger-than-expected economic growth, rising Treasury yields, inflation pressures, and what could drive the Fed's next move.

07/16/2026

LPL's Weekly Market Performance for the week of July 6, 2026, highlights geopolitical developments, corporate earnings and headlines, and Treasury auctions.

07/15/2026

LPL Research highlights tactical asset allocation strategies for July 2026, including U.S. equity preferences, bond opportunities, and AI themes.

07/14/2026

LPL’s Chief Economist, Dr. Jeffrey Roach shares actionable insights on the global economy, underlying trends in the job market, and what the data tell us about the direction for inflation.

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