Pamela K. McKenzie

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Pamela K. McKenzie Professional Financial Services Registered Representative and Financial Advisor of LPL Financial.

OSJ: 4707 Executive Drive, San Diego, CA 92121-3091, ph # 800-877-7210.

Is the 60/40 Portfolio Still Delivering?
11/02/2026

Is the 60/40 Portfolio Still Delivering?

The piece argues that the traditional 60/40 portfolio is still relevant, but its diversification benefits are not as strong or as reliable as they once were. The core principle behind it, combining assets with different return patterns to create a more resilient portfolio, remains valuable. What may...

Beyond AI: Following the Flow of Capital
10/30/2026

Beyond AI: Following the Flow of Capital

LPL Research looks beneath the headline indexes to explore where capital may be moving beyond AI, why cash flow and capital discipline matter, and what to watch in hyperscaler earnings.

The Treasury Market Matters More Than the Next Fed Move
10/29/2026

The Treasury Market Matters More Than the Next Fed Move

Although inflation remains elevated and could warrant further tightening, softer employment data may give the Fed room to pause; meanwhile, today’s higher Treasury yields aren’t historically unusual and may actually benefit investors by providing stronger income opportunities and restoring bonds...

The Timing of Risk Mitigating Strategies
10/28/2026

The Timing of Risk Mitigating Strategies

Different hedging strategies are designed to protect portfolios against different types of market stress and over different time horizons. LPL Research explores how combining short-, medium-, and full-cycle approaches may create more durable risk mitigation.

Big Numbers, Big Expectations: Three Keys to Earnings Season
10/27/2026

Big Numbers, Big Expectations: Three Keys to Earnings Season

Earnings season is underway with corporate America facing elevated expectations. Investors are focused on whether technology and AI can continue driving growth, how companies are managing a challenging macro environment, and whether profit margins can keep expanding amid inflation, higher borrowing....

Weekly Market Performance — October 23, 2026
10/27/2026

Weekly Market Performance — October 23, 2026

LPL Research provides its Weekly Market Performance for the week of October 19, 2026. Stocks finished a volatile week mostly lower as AI-related funding and monetization concerns dominated market focus in up and down trading. Still, the pullback was more rotational than broadly risk-off, and the S&P...

Why Today’s Bond Market Isn’t a Repeat of 2022
10/23/2026

Why Today’s Bond Market Isn’t a Repeat of 2022

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 competition from AI-driven investments have all contributed to a notable r...

Reactions from Three Significant Conversations Around the Globe
10/23/2026

Reactions from Three Significant Conversations Around the Globe

Could artificial intelligence become the productivity catalyst of the decade? Dr. Jeffrey Roach explores the pace of AI adoption across industries and its implications for long-term economic growth. He also examines the Federal Reserve's rate outlook, economic uncertainty in France, and the key mark...

I will be out of the office from Thursday Oct 22 through October returning to the Office on November 2.  I will be check...
10/21/2026

I will be out of the office from Thursday Oct 22 through October returning to the Office on November 2. I will be checking email and voicemail. Please leave your messages and I will return your email or voicemail as soon as I can. If you need immediate attention please call Sindy Magana at 562-270-0396 or LPL Financial at the LPL Client Service line at (800) 558-7567 Have a great week!

Could Bad News Mark the Top in Yields?
10/21/2026

Could Bad News Mark the Top in Yields?

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 in yields may suggest that peak yield levels are behind us if econo...

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