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

Weekly Market Commentary | The Economy Takes Multiple Shocks in Stride | April 13, 2026
LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.
Market Insight Quarterly | Q1 2026
LPL Research assesses Q1 conditions as geopolitics reshape markets, oil spikes, earnings hold, and risks persist amid uncertainty.
Tactical Asset Allocation Guide | Outlook Brightens as Iran Off Ramp Emerges | April 8, 2026
LPL Research analyzes a shifting outlook as markets contend with geopolitical risk from the U.S.–Iran conflict and higher energy prices. The committee remains neutral on equities and core bonds while favoring large‑cap growth, select sectors, and energy commodities, emphasizing diversification amid continued volatility.
Economic Navigator | Charting the Course Amid the Storm | April 8, 2026
LPL Research highlights key signals to watch amid geopolitical stress, focusing on inflation risks, growth resilience, and financial conditions.
Weekly Market Commentary | Lessons From Past Conflicts for Today’s Stock Market | April 6, 2026
LPL Research looks to the past for lessons on geopolitical uncertainty and its potential impact on equities.
Equity Strategy Insights | Perspectives on Market Volatility Amid Ongoing Geopolitical Risk | April 2, 2026
LPL Research analyzes recent market volatility, oil price shocks, and earnings trends, explaining why patience may be rewarded despite near term uncertainty.
Weekly Market Commentary | Earnings Likely to Grow Double-Digits Again; Will Markets Care? | March 30, 2026
LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and volatility pressure markets.
Client Letter | Long-term Resilience During Geopolitical Instability | April 1, 2026
LPL Research examines the Iran conflict and its potential market impact, acknowledging the risks posed by geopolitical tensions and energy market disruptions. Even so, the firm sees a constructive economic backdrop, with evolving conditions creating opportunities across select areas of the market amid resilient underlying fundamentals.
Beyond the Numbers | Energy Equities: Perspectives for the Current Cycle | March 26, 2026
LPL Research offers perspective on energy equities, showing how capital discipline and subsector dynamics are shaping the current oil and gas investment cycle
Weekly Market Commentary | Private Credit Under Pressure: Liquidity Mismatches in an AI-Disrupted Cycle | March 23, 2026
LPL Research examines recent private credit activity in the face of growing sophistication from AI.

Our Blog

Social Security Simplified: Common Questions and Answers

April 9, 2026

Most American workers who earn wage income and pay Social Security taxes via withholding receive Social Security benefits at some point in retirement. While the ...

Benefits of Early Tax Planning with a Financial Professional

February 3, 2026

Tax planning is a crucial component of personal finance and a vital component of your overall financial planning. Failing to consider tax planning could result ...

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