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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…..

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Weekly Market Commentary | Keep Calm and Clip Coupons | July 13, 2026

LPL Research examines how sticky inflation, Fed leadership changes, and AI-driven borrowing are shaping the fixed income outlook for 2026...

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Tactical Asset Allocation Guide | Policy, Buildouts, and Bottlenecks to Shape Markets in the Second Half | July 10, 2026

LPL Research highlights tactical asset allocation strategies for July 2026, including U.S. equity preferences, bond opportunities, and AI themes...

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Market Insight Quarterly | Q2 2026

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

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Midyear Outlook 2026 Client Letter | July 7, 2026

LPL Research provides a few key takeaways from their Midyear Outlook report, which is now available...

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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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John Ludwig – (317) 751-1001
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Kyle Schau – (317) 689-0612