AUGUST 2026 CLIENT LETTER

August 5, 2026 Dear Valued Investor, The second half of 2026 began with investors facing no shortage of uncertainty, from the Iran conflict and higher oil prices to ongoing questions surrounding potential payoffs from massive artificial…

MID-YEAR OUTLOOK EXECUTIVE SUMMARY JULY 2026

MIDYEAR OUTLOOK - Executive Summary - July 2026   We’re halfway through the year, and our newly released Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks helps you cut through the noise and understand what’s shaping…

MID-YEAR OUTLOOK CLIENT LETTER JULY 2026

July 7, 2026 Dear Valued Investor, LPL Research is pleased to present Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks. Their semi-annual update offers a comprehensive analysis of the economic and market environment, highlighting…

JULY 2026 CLIENT LETTER

July 1, 2026 Dear Valued Investor, Get your grills and beach chairs ready America because July 4th — and America’s 250th birthday — is fast approaching. As the weather heated up last month, the stock market cooled a bit, and investors…

JUNE 2026 CLIENT LETTER

June 3, 2026 Dear Valued Investor, Equity markets have continued their advance in recent weeks, with the S&P 500 near a record high following a rare nine-week winning streak on strong AI-driven earnings and prospects for an Iran agreement.…

MAY 2026 CLIENT LETTER

May 6, 2026 Dear Valued Investor, Some of you may be surprised by the stock market’s recent strength, particularly with oil prices over $100 a barrel. To us, the amount of artificial intelligence (AI) investment is even more surprising.…