5 Oaks Wealth Management, LLC

12/03/2025

Stocks Pass Another Test With November Rebound. More Details found in the attached December Client Letter.

Stock markets rebounded in November, extending the S&P 500’s streak of gains to seven months, driven by optimism around Fed rate cuts, economic resilience, and AI investments. Looking ahead to 2026, investors should expect volatility but focus on diversification and sectors benefiting from fiscal ...

11/21/2025

Dr. Jeffrey Roach, Chief Economist for LPL Financial dissects some key metrics on AI usage and what it means for productivity and inflation.

Dr. Jeffrey Roach, Chief Economist for LPL Financial dissects some key metrics on AI usage and what it means for productivity and inflation.

11/18/2025

In a year that could easily be defined by a few different words capital markets have plugged along. LPL Research examines their keys to 2026.

This week's Weekly Market Commentary discusses how, despite a year marked by tariffs, technology shifts, and uncertainty, both U.S. equities and bonds have shown remarkable strength, with the S&P 500 rebounding after an April correction. As 2025 enters its final stretch, attention is turning to key....

11/14/2025

LPL Research examines the depth and duration of market drawdowns amid the recent bull market run that has left dip buyers with few chances to enter.

10/10/2025

LPL Research examines similarities of valuations, market concentration, and capex financing between the late 1990s and today.

10/02/2025

LPL Research takes a look back at third quarter (Q3) performance, providing 10 key takeaways.

09/30/2025

Equity Market Melt-Up Cools as Government Shutdown Looms. Read more about it in this week's Weekly Market Commentary.

This week's Weekly Market Commentary discusses U.S. equities defying September’s typical weakness, supported by Fed policy, strong earnings sentiment, and AI-driven optimism. However, economic strength and political uncertainty are beginning to weigh on rate cut expectations and investor sentiment...

09/25/2025

After the Fed’s Rate Reduction: What Comes Next?

LPL Research provides insight into last week’s rate cut and what it could mean for equity and fixed income markets.

09/19/2025

LPL’s Chief Economist Jeffrey Roach examines both what investors can expect following new Fed actions and why the economy is prepared to take advantage of any rate cuts.

09/18/2025

In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Head of Macro Strategy Kristian Kerr recap another strong week for the stock market, discuss the implications of rising global bond yields, and preview this week’s much-anticipated Federal Reserve...

09/16/2025

This week's Weekly Market Commentary discusses how recent political shifts in France and Japan, along with fiscal concerns in the U.K. and U.S., have driven a global bond market sell-off and pushed long-term yields higher. While the Fed is expected to cut rates this week, persistently high debt leve...

08/26/2025

In the latest Market Signals podcast, LPL Research’s Chief Equity Strategist Jeffrey Buchbinder and Chief Technical Strategist Adam Turnquist discuss how the Federal Reserve saved the week for stocks, use charts to illustrate a broadening market rally, share takeaways from the Fed’s Jackson Hole...