James E Wilterdink

Securities offered through LPL Financial, Member FINRA/SIPC.

[James E Wilterdink @iawilterdink]

Interest rates have been at the top of mind for investors over the past few months, and for good reason. Here in the U.S., high levels of government debt, geopolitical uncertainty, shifting economic conditions, and increasing compet https://t.co/8eaEcTt3uR

[James E Wilterdink @iawilterdink]

What We Heard at Commonwealth 2026 National Conference highlights key themes and insights gathered from advisors at the 2026 event, including evolving business needs, investment strategies, and opportunities for growth. The takeaway https://t.co/w9NCfTpkue

[James E Wilterdink @iawilterdink]

Treasury yields moved lower as weaker economic data and growing concerns about slowing growth increased demand for bonds, prompting investors to reassess expectations for interest rates. While uncertainty remains, the recent decline https://t.co/TEmntjqM75

[James E Wilterdink @iawilterdink]

Markets turned defensive as hotter inflation, renewed concerns around AI and semiconductor stocks, and debt and financing risks weighed on technology and other growth-oriented areas. Bonds benefited from increased demand for safety, https://t.co/sJkjANyDu0

[James E Wilterdink @iawilterdink]

Europe’s shift away from Russian natural gas has increased its reliance on liquefied natural gas (LNG), creating a new set of energy vulnerabilities and potential price pressures. This evolving dependency highlights the challenges E https://t.co/ueffHe4a0m

[James E Wilterdink @iawilterdink]

LPL Research’s October Tactical Asset Allocation Guide raises its year-end S&P 500 fair-value target and 10-year Treasury yield forecast while shifting equity positioning toward larger-cap, higher-quality stocks. The latest tactical https://t.co/fiGm4kr7xr

[James E Wilterdink @iawilterdink]

The “SaaSpocalypse” highlights how powerful market narratives can quickly influence investor sentiment and reshape expectations for software companies. For investors, the episode reinforces the importance of looking beyond headlines https://t.co/PNnwxoiOtM

[James E Wilterdink @iawilterdink]

The current bull market has reached its fourth anniversary, highlighting the durability of the market’s advance. Historical bull-market trends suggest that rallies reaching the four-year milestone may have the potential to continue, https://t.co/6jzp1kbqOg

[James E Wilterdink @iawilterdink]

LPL Research highlights the key forces driving markets during the week ending October 9, including equity performance, fixed income activity, commodities, and economic developments. Investors continued to navigate a mix of higher in https://t.co/hfRRQhKIjp

[James E Wilterdink @iawilterdink]

Bond investors should focus more on the income generated by their holdings than on short-term price fluctuations, as coupon payments are often the primary driver of long-term bond returns. LPL Research emphasizes that in a rangeboun https://t.co/c6Qf5bFrIJ

[James E Wilterdink @iawilterdink]

The U.S. economy is sending mixed signals, with a sluggish housing market weighed down by elevated mortgage rates and “lock-in” effects, while the labor market remains relatively resilient despite uneven job growth across industries https://t.co/YWSerw8v2V

[James E Wilterdink @iawilterdink]

Artificial intelligence continues to attract unprecedented venture capital funding, reshaping investment trends and creating new opportunities across the technology landscape. As investors evaluate the next phase of AI innovation, m https://t.co/D6e2WmfAI8

[James E Wilterdink @iawilterdink]

LPL Research highlights a mixed market environment as rising Treasury yields pressured stocks, while a softer-than-expected September jobs report helped ease concerns about additional rate hikes. The report also reviews global equit https://t.co/BNjHLLoEJY

[James E Wilterdink @iawilterdink]

LPL Financial’s Chief Investment Officer Marc Zabicki explains that election volatility may create opportunities, but investors should stay focused on market fundamentals over politics. https://t.co/duAZyG4ic8

[James E Wilterdink @iawilterdink]

LPL Research discusses what diesel crack spreads are, and why markets are shifting their energy market focus one step deeper. https://t.co/0i7D9P5TXd

[James E Wilterdink @iawilterdink]

LPL Research discusses how markets entering Q4 face election uncertainty, higher bond yields, and earnings season, while fundamentals remain key. https://t.co/VzT5v0DByl

[James E Wilterdink @iawilterdink]

LPL Research analyzes historical performance of S&P equity sectors after the start of Fed rate-hiking campaigns to help investors navigate the new cycle. https://t.co/W90k7EkCuf

[James E Wilterdink @iawilterdink]

LPL's Weekly Market Performance for the week of September 21, 2026, highlights volatile geopolitical headlines, a bond market selloff, and AI optimism. https://t.co/ufszAt7DkK

[James E Wilterdink @iawilterdink]

LPL Research examines developing trends in market breadth and what they mean for the health of the bull market. https://t.co/SZgkjWMPpS

[James E Wilterdink @iawilterdink]

LPL Research reviews how strategic portfolio allocations navigated Q3 Fed hikes, inflation pressures, and geopolitical uncertainty. https://t.co/8Cd4p7BZNA