Newsletter Samples

Weekly Market Commentary

The Weekly Market Commentary provides LPL Financial's outlook for the financial markets through timely insights focused on identifying, evaluating, and capitalizing on the risks and opportunities in domestic and global capital markets. Regularly covered topics critical to investment decision-making include: asset allocation, the stock market, currencies, international markets, commodities, the bond market, the economy, interest rates, earnings, and geopolitics. This weekly publication is authored by Jeffrey Kleintop, CFA, LPL Financial's Chief Market Strategist. 

Weekly Economic Commentary

Weekly Economic Commentary provides a recap of the previous week's hot topics and an outlook of upcoming events. This weekly publication is authored by John Canally, CFA, Investment Strategist

Weekly Bond Market Perspectives. 

Weekly update on major news and themes driving fixed income markets and how it affects your portfolios.

Quarterly Insights.

Intended to inform and empower investment decision-making by providing clarity and context to the issues affecting the economy, stock and bond market.




Annual Outlook. 

A guide to the many different forces that combine to influence the direction of the markets in the coming year.  Released in December / January of each year.

Mid-Year (June) Update:



Ad-hoc Reports.  Strategic Insights, Retirement Insights, Timely Updates.



Pacific Wealth Advisors, LLC
2391 The Alameda, Suite 200
Santa Clara, CA  95050
Phone (650) 353-4702 |  Fax (650) 433-5404

Securities and Advisory Services offered through LPL Financial.  Member FINRA/ SIPC 

Information provided on this website is solely intended for the use of individuals residing in the states listed. No information provided on this website is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, insurance product, advisory product or service, or other financial product or service. Pacific Wealth Advisors, LLC, its Investment Advisor Representatives, or the Registered Representatives or Investment Advisor Representatives with LPL Financial whose identities and association with Pacific Wealth Advisors, LLC are disclosed herein may only discuss securities and advisory services or transact business with persons who are residents of the states listed below or states where the Investment Advisor Representative is excluded or exempt from registration. Current states of registration are: AZ, CA, CO, FL, HI, IL, NM, NV, OH, OR, SD, TX, WA, WI.  Consulting services offered through Pacific Wealth Advisors, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.  Investment Advisory services offered through LPL Financial.

Our Team members of Pacific Wealth Advisors may be Registered Representatives and/or Investment Advisor Representatives (IARs) with LPL Financial.  In such capacity as IAR, the IAR may offer advisory accounts through LPL Financial, the details of which are fully described in LPL's Form ADV or relevant schedules.  Financial Planning clients are under no obligation to use PWA or its IARs, or the IARs of LPL Financial, to implement advisory recommendations.  

If your state of residence in not listed herein, Pacific Wealth Advisors, LLC, its IARs, or the IARs with LPL Financial associated with Pacific Wealth Advisors, LLC may be excluded or exempt from registration in your state and may conduct business upon registering. To check on excluded or exempt status, please email contact@pacwealthadvisors.com for specific information. As additional assistance, you can locate an LPL financial representative in your state by accessing www.lpl.com.