We want to know what achieving wealth means to you.

We want to know what achieving wealth means to you.

MARKET ANALYSIS

Financial objectivity, experience and guidance to pursue financial well-being

2026 Outlook: The Policy Engine

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 influence and market momentum have become significantly more impactful in shaping market trends, often overshadowing underlying economic performance…

WEEKLY MARKET COMMENTARY
Navigating Market Volatility During the Iran Crisis

Navigating Market Volatility During the Iran Crisis

In our2026 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

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?

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