PORTFOLIO COMPASS
Client Letter | September 2, 2026
Dear Valued Investor, As summer winds down and September begins, investors are navigating a market shaped by strong corporate profits, debates about the promise of artificial intelligence (AI), evolving monetary policy expectations, and ongoing geopolitical conflicts....
Weekly Market Commentary | The Cash Flow Case for Value Stocks | August 31, 2026
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.
Weekly Market Commentary | Stock Market Tug of War: Earnings vs. Rates | August 24, 2026
With second quarter earnings growth for the S&P 500 on track to exceed 30% (excluding private investment mark-ups) and analysts continuing to raise estimates, it’s safe to say this season strengthened the fundamental case for equities.
Weekly Market Commentary | Shifting Leadership in Global Growth | August 17, 2026
Printer Friendly Version Talking Points Global growth is stabilizing, but leadership has shifted back to developed markets. The U.S. and parts of Europe are driving the latest improvement in business activity, while several large emerging markets have lost momentum after a strong start to the year. BRICS economies are mixed as India outpaces the others.…
Tactical Asset Allocation Guide | August 2026
Breakout to New Highs Increases Conviction in U.S. Equities Overweight 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...