CONTACT US
Have a question? Need a little advice on a financial problem that you are facing? We are here to help.
RESEARCH
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
Weekly Market Commentary
- Client Letter | Stocks Pass Another Test With November Rebound | December 3, 2025
LPL Research reviews November’s gains and highlights key 2026 drivers — Fed policy, AI, and […]
- Weekly Market Commentary | More Keys for Markets in 2026: LPL Market Outlook Sneak Peek | December 1, 2025
LPL Research previews Outlook 2026, highlighting key market drivers — AI, elections, […]
- Weekly Market Commentary | Corporate America Cleared a High Bar This Earnings Season | November 24, 2025
LPL Research examines a third quarter earnings season that is winding down over the next couple of […]
- Rate and Credit View | Can Bonds Still Be a Portfolio Diversifier? | November 2025
LPL explores whether bonds remain effective portfolio diversifiers amid shifting stock-bond […]
- Weekly Market Commentary | Early Keys to 2026 | November 17, 2025
In a year that could easily be defined by a few different words — including but not limited to […]
- Global Portfolio Strategy | Patiently Awaiting a Pullback Before Considering Adding Risk | November 12, 2025
LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech […]
Macro. Market. Movers.
- Outlook 2026: The Policy Engine
Navigate markets with LPL Research’s 2026 Outlook, that provides insights on stocks, bonds, the […]
- Weekly Market Performance — December 5, 2025
LPL's Weekly Market Performance for the week of December 1, 2025, highlights a quiet week for […]
- Am I Diversified in the Age of AI?
LPL Research notes trends in artificial intelligence (AI) across industries, requiring increased […]
- Chart Check Into Year-End
LPL Research explores the technical setup for stocks into year-end.
- What Fed Leadership Shift Could Mean for Stock-Bond Correlation
LPL Research explores how a Fed leadership change and policy shift could impact interest rates, […]
- Another Big Up Year With a Sharp Drawdown
LPL Research explains that big drawdowns don’t necessarily prevent stocks from great years, with […]
RESEARCH
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
Weekly Market Commentary
- Client Letter | Stocks Pass Another Test With November Rebound | December 3, 2025
LPL Research reviews November’s gains and highlights key 2026 drivers — Fed policy, AI, and […]
- Weekly Market Commentary | More Keys for Markets in 2026: LPL Market Outlook Sneak Peek | December 1, 2025
LPL Research previews Outlook 2026, highlighting key market drivers — AI, elections, […]
- Weekly Market Commentary | Corporate America Cleared a High Bar This Earnings Season | November 24, 2025
LPL Research examines a third quarter earnings season that is winding down over the next couple of […]
- Rate and Credit View | Can Bonds Still Be a Portfolio Diversifier? | November 2025
LPL explores whether bonds remain effective portfolio diversifiers amid shifting stock-bond […]
- Weekly Market Commentary | Early Keys to 2026 | November 17, 2025
In a year that could easily be defined by a few different words — including but not limited to […]
- Global Portfolio Strategy | Patiently Awaiting a Pullback Before Considering Adding Risk | November 12, 2025
LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech […]
Macro. Market. Movers.
- Outlook 2026: The Policy Engine
Navigate markets with LPL Research’s 2026 Outlook, that provides insights on stocks, bonds, the […]
- Weekly Market Performance — December 5, 2025
LPL's Weekly Market Performance for the week of December 1, 2025, highlights a quiet week for […]
- Am I Diversified in the Age of AI?
LPL Research notes trends in artificial intelligence (AI) across industries, requiring increased […]
- Chart Check Into Year-End
LPL Research explores the technical setup for stocks into year-end.
- What Fed Leadership Shift Could Mean for Stock-Bond Correlation
LPL Research explores how a Fed leadership change and policy shift could impact interest rates, […]
- Another Big Up Year With a Sharp Drawdown
LPL Research explains that big drawdowns don’t necessarily prevent stocks from great years, with […]
CONTACT US
Have a question? Need a little advice on a financial problem that you are facing? We are here to help.