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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...

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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…..

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Economic Navigator | October 9, 2026

LPL Research examines the drivers of economic growth and the inflation risks investors should continue to monitor...

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Market Insight Quarterly | Q3 2026

This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market...

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Client Letter | Strong Markets, Growing Questions | October 2026

LPL Research reviews the key forces supporting stocks while rising rates and uncertainty test market momentum...

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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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John Ludwig, Jess DeGabriele, and Kyle Schau have attained Investment Advisor Representative CEFEX Certification for RIA services withing the LPL Financial Retirement Plan Consulting Program. CEFEX and LPL Financial are separate entities.

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Financial Times: Awarded to financial advisors advising at least $75 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

John Ludwig, Jess DeGabriele, and Kyle Schau have attained Investment Advisor Representative CEFEX Certification for RIA services within the LPL Financial Retirement Plan Consulting Program. CEFEX and LPL Financial are separate entities.

NAPA: Selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.

RPG is a network associated with LPL Financial.

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