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Client Letter | February 4, 2026

Dear Valued Investor, Other than the historic volatility in gold and silver prices, the biggest news for markets in January may have been the nomination of Kevin Warsh as the next Federal Reserve (Fed) Chair. We anticipate a Warsh-led Fed will be able to steer the...

LPL Research’s 2026 Strategic Asset Allocation

Last Edited by: LPL Research Last Updated: February 23, 2026 PRINTER FRIENDLY VERSION 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...

How LPL Research Thinks About Dividends

Last Edited by: LPL Research Last Updated: March 02, 2026 PRINTER FRIENDLY VERSION Dividend 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...