Research

Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...

Q3 Earnings Season Preview: Little Suspense | Weekly Market Commentary | October 6, 2025
Earnings season is usually predictable quarter to quarter in the absence of economic inflection points.

Equity Market Melt-Up Cools as Government Shutdown Looms | Weekly Market Commentary | September 29, 2025
U.S. equity markets have bucked the weak September seasonality trend (thus far) and rallied to fresh highs this month, with the S&P 500 holding onto a 2.8% monthly gain as of September 26.

No Risk-Free Path | Weekly Market Commentary | September 22, 2025
At its September meeting, the Federal Open Market Committee (FOMC) cut the federal funds target range by 25 basis points to 4.00%–4.25%, marking the first rate reduction of the year after eight months of holding steady.
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LPL FINANCIAL
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.... Learn More