2026 Outlook: The Policy Engine
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...
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.
- Rate and Credit View | Private Credit at a Crossroads: Stress, Liquidity, and the AI Disruption Cycle | March 2026
on March 18, 2026 at 5:58 pmLPL Research explains how higher rates, AI disruption, and liquidity strains test private credit—plus safeguards, key risks, and actions investors should consider.
- Weekly Market Commentary | Why Oil Prices Matter Less — But Still Move Headline Inflation | March 16, 2026on March 16, 2026 at 12:26 pm
LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape inflation, growth expectations, and volatility in 2026.
- Tactical Asset Allocation Guide | Staying the Course | March 10, 2026on March 11, 2026 at 1:59 pm
LPL Research kept its overall market outlook steady for March, but upgraded industrials to overweight due to strong momentum and supportive fundamentals. Meanwhile, consumer discretionary was downgraded to underweight amid weak relative strength, consumer fatigue from higher oil prices, and stretched valuations. The committee still favors large caps and growth tilted exposure, expecting volatility but shallow pullbacks supported by earnings strength and anticipated Fed cuts.
