Resources

ABOUT LPL FINANCIAL

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

LPL Research

LPL Financial houses one of the largest independent research teams in the industry. Their team of experienced analysts, strategists, and investment specialists deliver independent advice and experienced financial solutions. Their comprehensive commentary is available to our valued clients and can be viewed below.

LPL Financial Research Publications

Economic Navigator | November 4, 2026
LPL Research looks at how the AI buildout is reshaping U.S. growth, trade, inflation, and credit markets as investment continues to climb.
Client Letter | Why Diversification Matters as Stock Market Leadership Shifts | November 4, 2026
LPL Research explores diversification as earnings growth broadens and stocks and bonds face inflation and interest rate uncertainty.
Weekly Market Commentary | Has AI Become a Rates Story? | November 2, 2026
LPL Research explores how AI spending is becoming a key driver of interest rates, bond supply, credit markets, and the outlook for fixed income.
Rate and Credit View | Financing the Future: AI’s Impact on the Bond Market | October 28,2026
LPL Research examines how the AI buildout is affecting rates and credit markets and creating opportunities for bond investors.
Weekly Market Commentary | Big Numbers, Big Expectations: Three Keys to Earnings Season | October 26, 2026
LPL Research examines three keys to earnings season: broader profit growth, margin pressures, and high expectations amid continued AI investment.
Equity Strategy Insights | The Bar is High for Corporate America This Earnings Season | October 21, 2026
LPL Research examines strong earnings as AI investment, broadening profit growth, and margin pressures shape the market outlook.
Weekly Market Commentary | Moats vs. Inertia: Unpacking the Personal AI Agent Threat | October 19, 2026
LPL Research examines how personal AI agents may disrupt businesses that rely on consumer inertia while leaving strong competitive moats intact.
Beyond the Numbers | Personal AI Agents and Disruptive Narratives | October 14, 2026
LPL Research explores how personal AI agents could reshape consumer behavior, disrupt business models, and test the strength of competitive advantages.
Tactical Asset Allocation Guide | Raising S&P 500 Target and Yield Forecast and Moving Up in Market Cap and Quality | October 14, 2026
LPL Research shares its latest tactical views, favoring equities, large-cap value and quality while navigating higher rates and market uncertainty.
Weekly Market Commentary | Credit Is Still Flowing, and Businesses Are Borrowing | October 12, 2026
LPL Research examines resilient business lending, narrowing credit spreads, and a housing market constrained by the growing mortgage rate lock-in effect.

Our Blog

Charitable Giving and Year End Planning: What to Review

October 26, 2026

Charitable giving is often included in year-end financial planning because of its connection to tax reporting and documentation requirements. Q4 provides time to plan donations, ...

Estate Planning and Year-End Preparation: What to Review

September 28, 2026

You might not need to extensively manage estate planning each year if there have not been any substantial changes. Nevertheless, estate planning remains an important ...

Additional Resources

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