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  • Home
  • About Us
    • Greg S. Dodge, AAMS®, RICP®
    • Our Company
    • LPL Financial
  • Research
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    • Contact Us
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  • Home
  • About Us
    • Greg S. Dodge, AAMS®, RICP®
    • Our Company
    • LPL Financial
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    • Contact Us
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Have a question? Need a little advice on a financial problem that you are facing? We are here to help.

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RESEARCH

2026 Outlook: The Policy Engine

Feb 19, 2026

Outlook 2026: The Policy Engine By LPL Financial Research 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...

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Weekly Market Commentary
Navigating Market Volatility During the Iran Crisis

Navigating Market Volatility During the Iran Crisis

Mar 9, 2026

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).

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How LPL Research Thinks About Dividends

How LPL Research Thinks About Dividends

Mar 3, 2026

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?

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Macro. Market. Movers.
Weekly Market Performance — March 6, 2026

Weekly Market Performance — March 6, 2026

Mar 6, 2026

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…

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Managed Futures: Current Positioning and Geopolitical Risks

Managed Futures: Current Positioning and Geopolitical Risks

Mar 5, 2026

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…

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Table of Fees for Services

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