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 | Show Me the Money. We'll Deflate It Later | August 12, 2026
LPL Research explains why resilient economic growth, easing inflation, and strong business investment continue to support a constructive outlook for investors.
Tactical Asset Allocation Guide | Breakout to New Highs Increases Conviction in U.S. Equities Overweight | August 11, 2026
LPL Research maintains an overweight to U.S. equities as AI-driven earnings and resilient growth support markets, while favoring quality and diversification.
Weekly Market Commentary | Municipal Bond Outlook: Why Carry Is the Strategy | August 10, 2026
LPL Research outlines how a Fed on hold, strong reinvestment demand, and elevated yields create compelling opportunities in municipal bonds.
Client Letter | Strong Earnings Continue to Power Stocks Higher | August 5, 2026
LPL Research examines how AI investment, strong corporate earnings, and resilient economic growth continue to support stocks despite ongoing uncertainty.
Rate and Credit View | Municipal Market Midyear Outlook: Carry Is the Strategy | August 5, 2026
LPL Research explores how stable interest rates, record issuance, and strong investor demand are shaping the municipal bond market.
Weekly Market Commentary | Constructive on Stocks in the Second Half as AI Debate Continues | August 3, 2026
LPL Research highlights strong corporate earnings, AI-driven growth, and a favorable equity outlook while monitoring inflation, oil prices, and risks.
Equity Strategy Insights | Keys to Additional Stock Market Gains in the Second Half | July 29, 2026
LPL Research outlines the key drivers behind potential stock market gains in the second half of 2026, led by strong earnings, AI investment, and economic resilience.
Weekly Market Commentary | Can Hyperscalers Earn Their AI Ambitions? | July 27, 2026
LPL Research explores whether hyperscalers can generate attractive returns on massive AI investments through a framework focused on ROIC, growth, and capex.
Beyond the Numbers | What Does Hyperscaler Capex Have to Earn? | July 23, 2026
LPL Research analyzes AI infrastructure spending, cloud economics, and the returns needed to justify record capex.
Economic Navigator | Deflecting the Headwinds: Growth Despite Energy Shocks | July 15, 2026
LPL Research explores the intersection of Fed policy reform, moderating inflation, and resilient economic growth in the second half of 2026.

Our Blog

An Introduction to Estate Planning for the Sandwich Generation

July 30, 2026

For members of the “Sandwich Generation”—those currently in their 40s and 50s who are caring for children and their parents who are over 65 years ...

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 ...

Additional Resources

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