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

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Weekly Market Commentary | Has Stock Market Exuberance Become Irrational?
LPL Research examines current market and investor sentiment in an effort to gauge current levels of exuberance.
Client Letter | AI Momentum Cools as Broader Market Strength Emerges
LPL Research analyzes a market pause following strong AI-driven gains, while the economy remains resilient, inflation, Fed policy, geopolitical developments, and continued AI investment remain key drivers of the outlook.
Equity Strategy Insights | Post-SpaceX IPO, Is Irrational Exuberance Back?
LPL Research analyzes recent market activity, investor sentiment, and the current IPO landscape in an attempt to determine current levels of exuberance.
Weekly Market Commentary | Kevin Warsh Could Shake Up the Fed | June 22, 2026
LPL Research examines Warsh’s evolving Fed approach, infrastructure-led growth, and the impact of China demand on oil prices.
Economic Navigator | Disruption and Division: AI, Inflation, and the Labor Gap | June 18, 2026
LPL Research explores 2026 growth drivers, inflation trends, and labor market shifts as AI investment and geopolitical risks shape the economic outlook.
Weekly Market Commentary | Introducing the IPO Class of 2026 | June 15, 2026
LPL Research explains the IPO process, reviews high profile candidates, and provides context on potential market impacts.
Beyond the Numbers | IPOs in 2026: Prepare for Fireworks | June 10, 2026
LPL Research explores the 2026 IPO wave, highlighting risks, volatility, and opportunity as large private companies go public and reshape markets, indexes, and investor strategies.
Tactical Asset Allocation Guide | Staying Overweight Equities After Modest Defensive Shift | June 4, 2026
LPL Research examines strong equity performance, fixed income action, and the potential effects of sustained global instability.
Weekly Market Commentary | Is Bad News Already Priced into the Bond Market? | June 8, 2026
LPL Research analyzes bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is already priced into Treasuries.

Our Blog

A Business Owner’s Guide to Employee Retirement Savings Plans

June 24, 2026

Business owners hold the key to their employees’ well-being, and a critical part of that involves understanding the basics of employee retirement plans. Establishing an ...

The Importance of a Mid-Year Financial Review

May 28, 2026

As we reach the halfway mark of the year, it’s a prime opportunity to assess your financial planning goals and review your investment portfolio. This ...

Additional Resources

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