Lyons Resources

06/01/2026

LPL Research reveals why portfolio manager mistakes often seem smart in real time, and how subtle shifts in process, incentives, and risk can lead to avoidable underperformance.

05/31/2026

This page highlights exceptionally strong first‑quarter earnings momentum, with S&P 500 EPS tracking nearly 26% year over year growth, driven primarily by outsized technology sector gains and one‑time boosts. Results from the Magnificent Seven have fueled large upside surprises and estimate revi...

05/30/2026

This week’s Weekly Market Commentary discusses the shifting leadership within commodity markets and highlights agriculture as an emerging area of opportunity after years of volatility across sectors. It explores how supply constraints, geopolitics, and historical cycles are shaping the outlook for...

05/29/2026

If you're 70½ or older and you give to charity, read this.

There's a rule in the tax code most retirees have never heard of: the Qualified Charitable Distribution. QCD for short.

You send money straight from your IRA to a qualified charity. It never counts as income on your tax return.

That matters because:
• You don't need to itemize to benefit
• Less of your Social Security may be taxed
• Your Medicare premiums may stay where they are
• Once you turn 73, the gift can satisfy your Required Minimum Distribution

You were going to give. The IRS was going to make you take the RMD. A QCD makes them the same move.

Full plain-English explainer on the blog. https://lyonsresources.com/qcd

The plain version: if you're 70½ or older and you have a traditional IRA, you can send money straight from the IRA to a charity — and that money never counts as income on your tax return.

05/29/2026

LPL Research examines the technical setup supporting the rally in stocks, the catalysts driving momentum, and whether the current pace of gains is sustainable.

05/28/2026

LPL Research discusses risks to the consensus — from inflation, AI spending shifts, and rates — that could challenge the strong earnings market narrative.

05/27/2026

This week’s Weekly Market Commentary discusses how a potential transition from Jerome Powell to a Kevin Warsh–led Federal Reserve could mark a meaningful shift toward a smaller Fed footprint, less forward guidance, and greater reliance on market-driven price discovery. LPL Research explores what...

05/26/2026

LPL's Weekly Market Performance for the week of May 4, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.

05/26/2026

Clients are starting to notice the pull back in consumer spending. Wallets are tightening, and I’d love to think it’s just people saying no and getting excited about life and a summer outdoors.

But these are moments to check your allocation and know what you own.

If you can’t say with confidence what % of stocks and bonds you own and what types of stocks and bonds you own that is a great reason to have a chat.

Drop me a message or give a call 📞 561-346-3734 and we can talk through it.

It’s complicated for most. Many of us have special gifts in unique areas, mine is understanding fine print and a maintaining a long term approach.

05/25/2026

LPL’s Chief Economist Jeffrey Roach analyzes supply shocks as a result of the Iran conflict, potential Fed actions, and the roles artificial intelligence could soon be playing in the wider economy.