Heather Allen - Financial Planner

Counting Down to the SpaceX Launch LPL Research reviews SpaceX, covering what the company does, what it intends to do, and our key takeaways from the S-1.

Oil Market Underestimates Frictions Beyond a Deal LPL Research discusses how oil markets are interpreting a potential U.S.-Iran deal, and the near-term path for oil markets and supplies.

Tactical Asset Allocation Guide | Staying Overweight Equities After Modest Defensive Shift Stocks extended April’s gains with another strong month in May, driven by robust AI demand, strong corporate earnings, and easing geopolitical concerns, while core bonds posted modest gains amid mixed inflation signals and policy uncertainty. Looking ahead, markets are expected to see modest equit...

Equity Record Highs Shape May Fund Flows Equities drove record ETF flows in May as risk-on momentum held, even as investors balanced growth, rates, and shifting macro signals.

Client Letter | Stock Market Near Highs: Is Optimism Overpriced? | June 3, 2026 Equity markets are rallying on strong AI-driven earnings and a resilient macro environment, but elevated valuations, persistent inflation, and geopolitical risks raise concerns about overly optimistic expectations. While AI remains a powerful growth driver—especially within technology—future mar...