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Client Letter | January 7, 2026

Stocks had another strong year in 2025 as most market benchmarks enjoyed their third straight year of double-digit returns. Last year’s performance was particularly rewarding given how much stocks overcame — notably tariffs. Tariffs weren’t the only obstacle, as...

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...

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...

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...

Global Portfolio Strategy | May 2025

Adding Global Diversification on Growing Trade Optimism The LPL Strategic & Tactical Asset Allocation Committee (STAAC) determines the firm’s investment outlook and asset allocation that helps define LPL Research’s investment models and overall strategic and...