APRIL 2026 CLIENT LETTER

April 1, 2026 Dear Valued Investor, As the Iran conflict enters its second month, geopolitical stress continues to test investors. Historical stock market performance during geopolitical conflicts helps remind us that stocks are far more…

MARCH 2026 CLIENT LETTER

March 4, 2026 Dear Valued Investor, Joint airstrikes against Iran targeting high-value military installations to hinder Iran’s nuclear development efforts and degrade its military capabilities while removing the Iranian regime from power…

FEBRUARY 2026 CLIENT LETTER

February 4, 2026 Dear Valued Investor, Other than the historic volatility in gold and silver prices, the biggest news for markets in January may have been the nomination of Kevin Warsh as the next Federal Reserve (Fed) Chair. We anticipate…

JANUARY 2026 CLIENT LETTER

January 7, 2026 Dear Valued Investor, Stocks had another strong year in 2025 as most market benchmarks enjoyed their third straight year of double-digit returns. Last year’s performance was particularly rewarding given how much stocks…

OUTLOOK 2026 CLIENT LETTER

December 9, 2025 Dear Valued Investor, LPL Research is pleased to present Outlook 2026: The Policy Engine. Their annual update offers a thorough analysis of the economy and markets, highlighting potential implications for you. I’m pleased…

2026 Outlook Executive Summary

READ THE EXECUTIVE SUMMARY HERE READ THE FULL OUTLOOK 2026 HERE SUMMARY : This document presents LPL Research's outlook for 2026, emphasizing the influence of policy decisions on market dynamics and investment strategies. ​ Market…