Listed below you will find the most recent weekly, quarterly, and featured publications such as Portfolio Compass, Weekly Economic Commentary, Weekly Market Commentary, Market Insight Monthly and Client Letters.
(Each link opens a PDF document for research material provided by LPL Financial.)
- Weekly Market Commentary | Moats vs. Inertia: Unpacking the Personal AI Agent Threat | October 19, 2026
- Beyond the Numbers | Personal AI Agents and Disruptive Narratives | October 14, 2026
- Tactical Asset Allocation Guide | Raising S&P 500 Target and Yield Forecast and Moving Up in Market Cap and Quality | October 14, 2026
- Weekly Market Commentary | Credit Is Still Flowing, and Businesses Are Borrowing | October 12, 2026
- Economic Navigator | October 9, 2026
- Market Insight Quarterly | Q3 2026
- Client Letter | Strong Markets, Growing Questions | October 2026
- Weekly Market Commentary | The Debt Math, Explained | October 5, 2026
- Rate and Credit View | October 01, 2026
- Weekly Market Commentary | Stock Market’s Wall of Worry Gets Taller | September 28, 2026
- Thirty-Thousand Feet | The Invisible Hand Has Competition: The Structural Forces Reshaping Price Discovery | September 23, 2026
- Equity Strategy Insights | Assessing the Stock Market’s Growing Wall of Worry | September 23, 2026
- Weekly Market Commentary | What's Holding Up Record Margins? | September 21, 2026
- Beyond the Numbers | Are Margins Still Mean Reverting? | September 17, 2026
- Weekly Market Commentary | What History Says About Fed Hikes and Stocks | September 14, 2026