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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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  • Home
  • About Us
    • Greg S. Dodge, AAMS®, RICP®
    • Our Company
    • LPL Financial
  • Research
  • Contact Us
    • Contact Us
    • Driving Directions
  • Client Login

CONTACT US

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

Dec 10, 2025

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...

read more

Weekly Market Commentary

  • Words to Invest By: Earnings Drive Stock Prices

    LPL Research explores how earnings trends impact stock performance, focusing on estimates and […]

  • Outlook 2026 Client Letter | December 9, 2025

    LPL Research provides a few key takeaways from their Outlook report, which is now available.

  • Outlook 2026 | The Policy Engine | December 9, 2025

    LPL Research offers 2026 Outlook: The Policy Engine, providing a comprehensive recap of the economy […]

  • Global Portfolio Strategy | November Pullback Could Set the Stage for Year-End Rally | December 8, 2025

    LPL Research changes its view on alt strategies while noting November pullback could spark a […]

  • 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, […]

Macro. Market. Movers.

  • Weekly Market Performance — December 12, 2025

    LPL's Weekly Market Performance for the week of December 8, 2025, highlights the December Federal […]

  • Is the 60/40 Portfolio Still Relevant? Exploring Alternatives

    LPL Research revisits the classic 60/40 portfolio, analyzing its performance, diversification […]

  • Checking In On Value

    LPL Research analyzes recent performance of the value space across various methodologies and […]

  • 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 […]

RESEARCH

2026 Outlook: The Policy Engine

Dec 10, 2025

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...

read more

Weekly Market Commentary

  • Words to Invest By: Earnings Drive Stock Prices

    LPL Research explores how earnings trends impact stock performance, focusing on estimates and […]

  • Outlook 2026 Client Letter | December 9, 2025

    LPL Research provides a few key takeaways from their Outlook report, which is now available.

  • Outlook 2026 | The Policy Engine | December 9, 2025

    LPL Research offers 2026 Outlook: The Policy Engine, providing a comprehensive recap of the economy […]

  • Global Portfolio Strategy | November Pullback Could Set the Stage for Year-End Rally | December 8, 2025

    LPL Research changes its view on alt strategies while noting November pullback could spark a […]

  • 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, […]

Macro. Market. Movers.

  • Weekly Market Performance — December 12, 2025

    LPL's Weekly Market Performance for the week of December 8, 2025, highlights the December Federal […]

  • Is the 60/40 Portfolio Still Relevant? Exploring Alternatives

    LPL Research revisits the classic 60/40 portfolio, analyzing its performance, diversification […]

  • Checking In On Value

    LPL Research analyzes recent performance of the value space across various methodologies and […]

  • 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 […]

CONTACT US

Have a question? Need a little advice on a financial problem that you are facing? We are here to help.

Read More..

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