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 to bring you a few of the key highlights today. The year 2025 offered a clear illustration of today’s […]

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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 Dynamics and Policy Influence The 2025 market was characterized by volatility driven more by fiscal and monetary policy than by […]

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DECEMBER 2025 CLIENT LETTER

December 3, 2025 Dear Valued Investor, Stock investors were rewarded for staying the course in November as broad stock market averages recovered from a mid-month dip to end near record highs. The comeback extended the S&P 500 Index’s streak of monthly gains to seven – something to be thankful for alongside the arrival of the […]

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NOVEMBER 2025 CLIENT LETTER

November 5, 2025 Dear Valued Investor, The last week of October delivered a flurry of impactful headlines across earnings, monetary policy, and geopolitics — each shaping the investment landscape as we head into year-end. Here are some key takeaways: Corporate America continues to impress. We’re now more than 70% through third quarter earnings season and […]

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