LPL Research
Get educated on the issues that matter to you the most.
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...
LPL Research
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.
Weekly Market Commentary | Constructive on Stocks in H2 as AI Debate Continues | August 03, 2026
LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks.
Weekly Market Performance | July 31, 2026
LPL’s Weekly Market Performance for the week of July 27, 2026, highlights mixed hyperscaler earnings, the latest Fed rate decision, and geopolitical tensions.
Boutiques vs. Large Managers: Our Approach
LPL Research weighs in on the boutique versus larger manager debate within investment manager selection.
Oil Prices, Interest Rates, and Strong Earnings
LPL Research discusses how geopolitical tensions, rising rates, and strong earnings are shaping markets, underscoring the importance of diversification.
Red Flags Missing from Manager Performance Screens
LPL Research continues its manager research series, exploring red flags that never appear in performance screens and often emerge in manager interactions.
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.