LPL Research
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Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
LPL Research
Five Takeaways From LPL Focus 2026
LPL Research shares five key takeaways from FOCUS 2026, including OCIO demand, AI adoption, ETF growth, and scalable advisor solutions.
Weekly Market Commentary | Why Carry Is the Strategy in Municipal Bonds Right Now | August 10, 2026
LPL Research outlines how a Fed on hold, strong reinvestment demand, and elevated yields create compelling opportunities in municipal bonds.
Weekly Market Performance — August 7, 2026
LPL’s Weekly Market Performance for the week of August 3, 2026, highlights a positive week for stocks, the July payrolls report, and mixed commodity moves.
24-Hour Trading: A Tool, Not a Magic Elixir
LPL Research analyzes the opportunities and challenges of near-24-hour trading as exchanges adapt to evolving investor demand.
Public vs. Private Real Estate: Key Differences
LPL Research examines public and private real estate markets, cap rate divergence, and why REITs may offer attractive value today.
Building Block Models for Personalized Portfolios
Find out how LPL Research’s building block model portfolios help advisors deliver personalized, professionally managed portfolios at scale.
The Secret Key: Lessons of the Masters
An Insider’s Guide To Wealth Management In A Rapidly Changing World
The purpose of this report, The Secret Key: Lessons from the Masters, is to introduce to you the Master’s Key to help preserve, invest, grow, and enjoy your wealth in this “New Normal” world.