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Tuesday, May 12, 2026

LPL Research explores how a potential Warsh-led Fed could reshape policy, Treasury markets, and volatility amid rising deficits and shifting demand.

Tuesday, May 5, 2026

LPL Research examines overlooked tech growth, assessing strong earnings, AI skepticism, and valuation opportunities for investors.

Tuesday, April 28, 2026

LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply chain resilience, and energy costs.

Tuesday, April 21, 2026

LPL Research examines the fixed income space as global bonds broaden yields and reduce U.S. concentration, offering diversified income and resilience via non‑U.S. developed and emerging markets.

Tuesday, April 14, 2026

LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.

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Tuesday, April 7, 2026

LPL Research looks to the past for lessons on geopolitical uncertainty and its potential impact on equities.

Tuesday, March 31, 2026

LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and volatility pressure markets.

Tuesday, March 24, 2026

LPL Research examines recent private credit activity in the face of growing sophistication from AI. 

Tuesday, March 17, 2026

LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape inflation, growth expectations,...

Tuesday, March 10, 2026

LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market resilience, and what investors should watch in the weeks ahead.

Tuesday, March 3, 2026

How LPL Research Thinks About DividendsDividend 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...

Tuesday, February 24, 2026

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...

Wednesday, February 18, 2026

Wall Street narratives rarely stay still, and recent weeks have underscored how quickly sentiment can change as perceived new information challenges the status quo. Widely discussed anxiety over a potential artificial intelligence (AI)...

Tuesday, February 10, 2026

Five Reasons the Run in Emerging Markets Could Continue. After a stellar 2025 in which emerging market (EM) equities returned 34%, 2026 is off to a good start with the MSCI EM Index up 7% year to date. Last year’s near doubling of the...

Wednesday, February 4, 2026

LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation meet an unsustainable fiscal trajectory.

Tuesday, January 27, 2026

Weekly Market Commentary | The Productivity Advantage: Powering Economic Growth in 2026 | January 26, 2026LPL Research examines how rising productivity, AI adoption, and structural shifts toward services are supporting U.S. economic...

Tuesday, January 20, 2026

Unearthing the Metals Melt-Up. The melt‑up in the metals market that defined 2025 has extended its strength into the early weeks of the new year, reinforcing the commodity sector’s position as one of the leading asset classes across...

Tuesday, January 13, 2026

Earnings Preview: Double-Digit Streak Likely to ContinueFourth quarter earnings season unofficially kicks off this week with a dozen banks and asset managers in the S&P 500 slated to report. Results will come from some big names,...

Wednesday, January 7, 2026

Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. EconomyWith 2025 behind us, it’s a good time to celebrate some of our better forecasts from last year while also reviewing some misses we can learn from. In our view, we...

Tuesday, December 23, 2025

Navigating Neutral: Fed Policy Key for Fixed Income Markets in 20262025 was a good year for most fixed income markets but we’re approaching 2026 with caution. All-in yields are still attractive for most markets, but spreads (the...

Tuesday, December 16, 2025

Policy Tailwinds and Artificial Intelligence to Power Stocks in 2026 The bull market appears poised to extend its run in 2026, fueled by ongoing enthusiasm around AI and further easing of monetary policy from the Federal Reserve (Fed)....

Tuesday, December 2, 2025

More Keys for Markets in 2026: LPL Market Outlook Sneak Peek In our Weekly Market Commentary on November 17, we previewed our Outlook 2026 publication, due out on December 9. We highlighted several keys for markets next year, covering...

Tuesday, November 25, 2025

Corporate America Cleared a High Bar This Earnings Season Third quarter earnings season winds down over the next couple of weeks and has once again met Wall Street’s high expectations. After tariff-muddled first quarter results,...

Tuesday, November 18, 2025

Early Keys to 2026 In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty — capital markets have plugged along splendidly. Despite a near-bear...

Tuesday, November 11, 2025

AI Infrastructure: A New Pillar of Economic Growth Artificial intelligence (AI) makes daily headlines, and investors are questioning if businesses’ AI-related investment can continue at this pace. The money spent on data centers,...

Tuesday, November 4, 2025

From Micro to Macro: A Busy Week of Market-Moving Data There was no shortage of headlines on both the micro and macro levels last week. Earnings season ramped up as nearly half of the S&P 500’s market cap reported third quarter (Q3)...

Tuesday, October 28, 2025

What Could Spook Markets With the stock market in record-high territory and up about 35% off the April lows, market participants clearly haven’t been too scared lately. But that doesn’t mean there aren’t plenty of things to worry about...

Tuesday, October 21, 2025

Cockroaches, Canaries, and Credit Markets In corporate credit markets, early indicators of stress often emerge subtly not through dramatic dislocations, but through nuanced shifts in borrower behavior and market dynamics. Much like...

Tuesday, October 14, 2025

Happy Anniversary Bull Market Sunday, October 12 marked the third anniversary of this bull market. Three years ago, the S&P 500 closed at 3,577 as investors feared inflation would become entrenched after wholesale prices unexpectedly...

Tuesday, October 7, 2025

Q3 Earnings Season Preview: Little Suspense We believe corporate America will follow up an outstanding second quarter earnings season with another good one in the third quarter. Support from a resilient economy, tariff mitigation...

Tuesday, September 30, 2025

Equity Market Melt-Up Cools as Government Shutdown Looms U.S. equity markets have bucked the weak September seasonality trend (thus far) and rallied to fresh highs this month, with the S&P 500 holding onto a 2.8% monthly gain as of...

Tuesday, September 16, 2025

The Intersection of Political Uncertainty and Global Debt Markets Global bond markets have sold off recently due to uncertainty surrounding key political changes most notably in France and Japan. Japan’s Prime Minister, Shigeru Ishiba...

Tuesday, September 9, 2025

Weekly Market Commentary | Stocks Are Following the Market’s Playbook | September 8, 2025 LPL sees bull market strength as stocks follow recovery trends, with AI growth, Fed cuts, and economic resilience driving upside. READ...

Tuesday, September 2, 2025

Weekly Market Commentary | Calm Before the Storm: Can This Rally Continue in September? | September 2, 2025 Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut expectations in LPL Research’s...

Tuesday, August 26, 2025

Grand Ideas at the Grand Tetons. As central bankers, economists, and policymakers gathered last weekend in Wyoming’s Grand Teton National Park for the 2025 Jackson Hole Economic Symposium, the Federal Reserve (Fed) found itself at a...

Tuesday, August 19, 2025

Earnings Season Delivered Second quarter earnings season, which winds down this week and next, has met some of the highest expectations. Strong beat rates, big upside earnings surprises, and increases in estimates during the past four...

Tuesday, August 12, 2025

Stocks Sailing Smoothly Through Policy Crosscurrents So Far We’re all ready to put the tariff talk to bed. But don’t worry. While this commentary provides an update on the tariff situation, there’s more happening on the policy front...

Tuesday, August 5, 2025

Seven Takeaways From a Dizzying Week For Markets Last week was one for the ages in terms of the number and magnitude of events and data points for investors to digest. A Federal Reserve (Fed) meeting, the monthly jobs report, and the...

Tuesday, July 29, 2025

Economy in Uncharted Waters We believe this more complex macro environment will force the Federal Reserve (Fed) to maintain its cautious stance on monetary policy for longer than markets originally expected. One factor adding to the...

Tuesday, July 22, 2025

Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts, gold, the U.S. dollar, and much more....

Tuesday, July 15, 2025

Midyear Stock Market Outlook: Path to Upside Clouded with Uncertainty If “tariff” isn’t the word of the year for stock investors so far, then perhaps it’s “uncertainty.” Uncertainty around trade policy dominated the path of the stock...

Tuesday, July 1, 2025

Weekly Market Commentary | Strategic Time Horizon SupportsAllocation to Non-U.S. Equities | June 30, 2025 LPL Research examines why strategic allocations should still consider diversification into international equities. READ...

Tuesday, June 24, 2025

China’s Equity Market Diverges: A-Shares vs. H-Shares Chinese equities have been a major focus for investors in recent months, with catalysts ranging from DeepSeek’s artificial intelligence (AI) advancements to tariffs and trade...

Tuesday, June 17, 2025

Inflation’s Importance to Financial Markets Cannot Be Overstated Inflation’s effects on the economy, monetary policy, and the financial markets are wide-ranging. Higher inflation can constrain economic growth, tighten financial...

Tuesday, June 10, 2025

Q1 Buybacks Boost Stocks Amid Market Recovery There have been plenty of catalysts supporting the broader market’s recovery from the correction lows set last month. Oversold conditions fueled by indiscriminate selling left the S&P 500...

Tuesday, June 3, 2025

Tariffs and Market Volatility Likely to Stick There has been no shortage of trade policy curveballs thrown at the market since the White House announced shockingly high reciprocal tariffs on April 2. Stocks fell sharply and interest...

Tuesday, May 27, 2025

Can Earnings Catch Up to This Stock Market Rally? First quarter reporting season was solid, but results didn’t offer much of a confidence boost in the outlook for the rest of the year. It wasn’t corporate America’s fault — tariff...

Tuesday, May 20, 2025

Market Update: Tariff Pause Boosts Sentiment, Fed Steady Investor sentiment dramatically changed after Treasury Secretary Scott Bessent and other members of the Trump administration announced a temporary pause on tariffs with China....

Tuesday, May 13, 2025

Bulls Are on Trial A busy week of earnings, trade negotiations, and monetary policy meetings left the S&P 500 down around 0.5%. Buyer fatigue appeared to be setting in at this stage of the recovery as risk appetite from positive trade...

Tuesday, May 6, 2025

Finding Value Among the Muni Market Malaise | Weekly Market Commentary | May 5, 2025 LPL Research highlights the volatile month for the municipal bond market, the impact of supply outpacing demand, strong credit fundamentals, and more...

Monday, May 5, 2025

As we head into May, many investors wonder whether the old market adage “Sell in May and go away” still holds up. In this blog, I examine the history and performance of this seasonal trend, referencing insights from Adam Turnquist, Chief Te

Tuesday, April 29, 2025

Softer Tone on China Is Encouraging, but Some Caution Still Advised| Weekly Market Commentary | April 28, 2025 LPL Research discusses recent market advancements and what they might mean for investing. READ MORE  Tracking #730788...

Tuesday, April 22, 2025

Revising Our S&P 500 Target Amid a Storm of Uncertainty| Weekly Market Commentary | April 21, 2025 LPL Research discusses another volatile week for markets, introduces a revised S&P 500 target, and assesses the likelihood of the lows...

Tuesday, April 15, 2025

Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025 LPL Research provides perspective on recent volatility and the risk-reward trade-off for stocks following last week’s rebound....

Tuesday, April 8, 2025

Tariff Turmoil: Where Do We Go from Here? LPL Research provides key takeaways from recent tariff news, including some potential silver linings. READ MORE  Tracking #720090 | #720092 (Exp. 04/26)

Tuesday, April 1, 2025

Tariff Uncertainty Facing Stocks to Start Clearing Soon Wednesday is the big day when the Trump administration will provide more clarity on their tariff plans. The latest news has been a mix of encouraging talk about narrow reciprocal...

Tuesday, March 25, 2025

Powell Walked a Tightrope Trade uncertainty and nagging inflation made Federal Reserve (Fed) Chair Jerome Powell walk a tightrope at the latest press conference. The Chairman of the Fed’s monetary policy-setting committee stressed the...

Tuesday, March 18, 2025

Market Correction Perspective U.S. equity markets officially entered correction territory last week for the first time in 344 trading days. Tariff uncertainty feeding into economic growth concerns has been the primary catalyst behind...

Tuesday, March 11, 2025

Navigating Strategic and Tactical Investment Horizons: The Differences Heightened volatility and uncertainty in both financial markets and the broader economy present challenges and opportunities for investors. Understanding the...

Tuesday, March 4, 2025

Earnings Season Recap: Strong Growth, Big Upside, Now What? Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet data, with...

Tuesday, February 25, 2025

Refinancing ZIRP The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy discussions. As the Federal Reserve's (Fed) shift from a zero interest-rate...

Tuesday, February 18, 2025

Tariffs Ignite a Metals Melt-Up Stocks continued to climb the wall of worry last week and shrugged off tariff headlines, inflation volatility, and signs of a slowdown in retail spending. President Trump reinstated a full 25% tariff on...

Tuesday, February 11, 2025

Key Pillars of the Bull and Bear Cases in 2025 Use of the terms “bull” and “bear” in financial markets can be traced back to London’s financial district in the late 19th century, used as an analogy for how each animal attacks; the bull...

Tuesday, February 4, 2025

U.S. Exceptionalism: Is It Still Intact? With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the...

Tuesday, January 28, 2025

Is the Bond Market Worried About Inflation? The Federal Reserve (Fed) cut interest rates last September and, to date, the central bank has lowered rates by 1%. But over the same period, long-term Treasury yields are higher by 1% (per...

Wednesday, January 22, 2025

Q4 Earnings Preview: Mix of Solid Growth and Policy Uncertainty | Weekly Market Commentary | January 21, 2025 LPL Research previews Q4 2024 earnings season, and thanks to the banks, it's off to a good start. READ MORE Tracking...

Monday, January 13, 2025

New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025 LPL Research discusses why they believe investors should give the bull market the benefit of the doubt. READ MORE Tracking #681221 | # 681329 (Exp. 01/26)

Friday, December 15, 2023

LPL Research’s Outlook 2024: A Turning Point delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2024.

Monday, November 20, 2023

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Tuesday, October 24, 2023

Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has its benefits. Nevertheless, one drawback is the difficulty of getting together in...

Tuesday, October 17, 2023

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...

Tuesday, October 3, 2023

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...

Tuesday, August 22, 2023

As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...

Monday, August 7, 2023

You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...

Tuesday, August 1, 2023

Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA). The Department of Education is calling it the “most...

Tuesday, July 25, 2023

IntroductionOver the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every...

Tuesday, July 11, 2023

Changes to 529 Plans in the SECURE 2.0 ActThe SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of...

Thursday, July 6, 2023

What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover only a portion of the cost. If you're well past the braces stage...

Thursday, June 22, 2023

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...

Wednesday, June 14, 2023

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...

Thursday, May 25, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...

Thursday, May 11, 2023

Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...

Monday, March 20, 2023

Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only 28 percent of parents speak to their...

Monday, March 6, 2023

Transitioning from Private Health Insurance Plans to MedicareAs you approach retirement age, you may be anticipating transitioning from your private insurance to Medicare, which is a federal health insurance program that provides...