In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy influence and market momentum have become significantly more impactful in shaping market trends, often overshadowing underlying economic performance…
In our2026 Outlook: The Policy Engine, we listed several risks to stocks that could prevent the S&P 500 from achieving our forecast for high-single-digit returns in 2026 (to a fair value target range of 7,300–7,400).
Dividend strategies, a.k.a. equity income strategies, have outperformed to start the year, owing to the value-led cyclical rotation we are seeing in domestic equity markets. Looking beyond current performance, this week, we ask and answer the question “How should I think about dividend stocks or building an equity income portfolio?
LPL Research’s Strategic Asset Allocation (SAA) sits at the center of our portfolio construction process because it defines how we expect diversified portfolios to generate more stable long‑term outcomes across shifting market environments.
LPL Research provides its Weekly Market Performance for the week of March 2, 2026. Capital markets faced a challenging start to March as geopolitical tensions between the U.S. and Iran, rising oil prices, and renewed inflation concerns pressured global equities and bonds…
Managed futures strategies, also known as Commodity Trading Advisors (CTAs) or trend-followers, are designed for environments where macro shifts drive persistent price trends across equity, bond, commodity, and currency markets…
As with the recent escalation in the Middle East, financial markets are constantly exposed to unpredictable events — from geopolitical conflicts and terror attacks to political transitions, corporate crises, and systemic financial shocks…
Since graduating from the Kelley School of Business at Indiana University with a B.S. in Finance, Brad has been guiding clients through individualized plans to pursue their financial goals.
Brad is proud to be an independent advisor, which is why he affiliates himself with LPL Financial. The firm serves as an enabling partner, supporting his goal of protecting and growing his client’s wealth. Brad believes that each client deserves a thorough and prompt response to every question. He takes personal interest in the individuals and families he advises, and he helps each one develop a comprehensive financial plan that will help them move toward their goals and dreams.
Outside his professional life, Brad strives to serve people through a strong commitment to his church and community. He was involved in the planting of Revolution UMC, where he served as the Finance Chairman and leader of many small group studies. He proudly served on the Board of Pensions to the KY Annual Conference of the United Methodist Church, and is currently a member of Southeast Christian Church, where he and his wife volunteer as pre-marital mentors. He actively supports Go Ministries, Inc., Bernheim Forest and The Parklands. Happily married for 30+ years to his wife Lori and proud father of their son, Carter. His hobbies include golf, hiking and reading.
As President and co-founder of the Louisville Financial Group, Brent has been in the financial services field since 1999. After beginning his career at one of the largest financial planning firms in the United States, he decided to start his own wealth management firm along with his partner Brad Manthey. His background includes a Bachelors of Science Degree in Finance and in Economics from Campbellsville University.
After talking with several clients in regards to their goals and their previous financial representatives, Brent developed a principle in what he believed he would want in an advisor. As a financial representative, Brent has always adhered to the principle that his clients trust, financial well-being, and life goals are as important to him as they are to his clients. His belief in this principle has led him to develop a goal oriented, on-going investment planning process that keeps him in constant contact with his clients.
Outside his professional life, Brent enjoys being active in his church. He currently serves as an usher as well as a Middle School Ministry small group leader at the Indiana Campus of South East Christian Church. He also enjoys watching his two sons, Christian and Owen, who are both competitive swimmers for the Lakeside Seahawks. He enjoys spendinq quality time with his wife Linda and traveling to new destinations.