As we reach the end of summer and head into fall, we examine LPL Research’s current tactical views as expressed in our Tactical Asset Allocation (TAA). Our Growth with Income (GWI) portfolio, which tracks most closely the traditional 60/40 stock

As summer winds down, many Americans experience a mix of emotions — saying goodbye to backyard barbecues, beach outings, camping trips, and rounds of golf, while welcoming cooler temperatures, the back-to-school season, and weekends filled with

Last week, some of the largest U.S. retailers reported earnings for the second quarter (Q2). Retail earnings offer valuable insights into the overall health of the U.S. economy and consumer behavior. Results across retailers this quarter were general

Off the market’s April 8 lows, small cap growth stocks, as measured by the Russell 2000 Growth Index have advanced 34.2%.¹ While that sizable return is nothing to sneeze at, large cap growth stocks, as measured by the Russell 1000 Growth Index

Every year, thousands of LPL advisors gather at our national conference. In San Diego most years (including this year and next), the conference is a time to learn about new initiatives and resources, network with peers, share ideas, and celebrate suc

With 90% of S&P 500 companies having reported second quarter results, corporate America has handily topped expectations, displaying resilience in the face of a challenging policy environment. Although the S&P 500 had a relatively low bar to c

Healthcare has been getting more support from the market pundits lately as a potential value play. While LPL Research’s Strategic and Tactical Asset Allocation Committee (STAAC) has a neutral recommended weighting for the sector, our assessment

Volatility across major asset classes is currently sitting at unusually low levels. While volatility is often viewed as a broad measure of risk in financial markets, its role has evolved significantly in recent years. It’s no longer just a conc

With a week as jam-packed with economic data, earnings, and events as last week, it’s no surprise it ended with a bout of volatility. Stocks broadly treaded water for most of the week as market participants digested the latest big tech earnings

On July 4, President Trump signed into law the “One Big Beautiful Bill Act (OBBBA)”, a far-reaching piece of legislation that will impact the U.S. investment landscape for years to come. While there is an incredible amount of detail in th