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...
Outlook 2025: Pragmatic Optimism
Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...
Yours, Mine, and Ours — A Couple’s Guide to Retirement Planning
While the reasons for earning two incomes may vary from couple to couple, these families often face a similar financial challenge: participation in separate retirement programs.
Withdrawing Your Assets: Understanding RMDs
When it comes time to start withdrawing the money you’ve spent a lifetime accumulating in your retirement portfolio, you want to ensure that you make the right decisions.
Will Your Money Last? Risks to Retirement Income
A sound retirement income plan takes into account several financial risks, including the potential for the retiree to outlive his or her assets, the effects of inflation on future income, rising health care costs, and the uncertain future of the Social Security system.
- Global Portfolio Strategy | September Fed Rate Cut Is Probably a Lock as Job Growth Slows | September 9, 2025
on September 9, 2025 at 2:18 pmLPL Research recaps a month of continued S&P 500 strength, reasons for a likely Fed rate cut, and small cap outperformance.
- Weekly Market Commentary | Stocks Are Following the Market’s Playbook | September 8, 2025on September 8, 2025 at 11:57 am
LPL sees bull market strength as stocks follow recovery trends, with AI growth, Fed cuts, and economic resilience driving upside.
- Client Letter | Say Good-Bye to Summer and Hello to Historically Weak September | September 3, 2025on September 3, 2025 at 12:58 pm
LPL Research highlights Fed rate cuts, strong earnings, and a resilient market outlook amid seasonal risks and policy shifts.
