PORTFOLIO COMPASS
Navigating Market Volatility During the Iran Crisis
In our 2026 Outlook: The Policy Engine, we listed several risks to stocks that could prevent the S&P 500 from achieving our forecast for high-single-digit returns in 2026 (to a fair value target range of 7,300–7,400).
How LPL Research Thinks About Dividends
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 beyond current performance, this week, we ask and answer the question “How should I think about dividend stocks or building an equity income portfolio?
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...
Client Letter | May 07, 2025
The latest recovery is another reminder that periods of turmoil can often create opportunities. Although stocks may pull back after their strong rally since the April 8 lows — especially if trade deals and tariff reductions don’t materialize soon — the lesson is...
Start Saving For Long-Term Healthcare
At least 70% of American aduts will need long-term care services and support sometime in their lifetime. How will you plan to pay?