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...
LPL Research’s 2026 Strategic Asset Allocation
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 environments.
Eight Takeaways from the Supreme Court’s Tariff Ruling
On February 20, the U.S. Supreme Court ruled that the Trump administration’s tariffs issued under the International Emergency Economic Powers Act (IEEPA) are illegal.
The Return of the Stock Picker’s Market
The Return of the Stock Picker’s Market Adam Turnquist | Chief Technical Strategist Last Updated: February 17, 2026 If you judged the S&P 500 solely by its flat year-to-date performance, you may assume it has been an uneventful year for the U.S. equity market. However, underneath the surface of the market is a much different…
From Bubble Fears to Disruption Risk: The New AI Market Narrative
From Bubble Fears to Disruption Risk: The New AI Market Narrative Last Edited by: LPL Research Last Updated: February 17, 2026 PRINTER FRIENDLY VERSION 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…
Hyperscalers Plan to Live Up to Their Name
Hyperscalers Plan to Live Up to Their Name Jeff Buchbinder | Chief Equity Strategist Last Updated: February 12, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. Capital markets have faced quite an array of moving pieces over the last couple of weeks, ranging from equity market rotation dynamics, volatile metals and commodity price…
CATEGORIES
Blog
Client Letter
Estate Planning
From the Desk of Kevin Beamon
From the Desk of Ryan Beamon
Global Portfolio Strategy
Government Benefits
Insurance Planning
Market Insight Monthly
Market Insight Quarterly
Outlook
Personal Finance
Research
Retirement Plans
Small Business
Technical Perspectives
Trusted Economic Perspectives
Weekly Market Commentary
Women Investors