2026 Outlook: The Policy Engine

Outlook 2026: The Policy Engine By LPL Financial Research In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy...

December 2025 Newsletter

Financial Well-Being Declined in 2024 Americans reported a substantial decline in their personal finances between 2021 and 2024. More Details Key Tax Law Changes to Higher Education Coming Soon The recent U.S. tax legislation brings several education-related changes...

November 2025 Newsletter

Record Charitable Giving in 2024 U.S. charities received a record $592.5 billion in 2024, driven by a strong stock market and healthy economy. More Details Balancing Life in the Sandwich Generation It’s important to find balance when caring for children and...

October 2025 Newsletter

Services Exports Help Trim Trade Deficit Tariffs and concerns about the U.S. trade deficit focus on trade in goods, so the importance of trade in services is often overlooked. More Details Are You Prepared for the High Cost of Dying? While death is inevitable, you may...

Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations

We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...