Entries by LPL Financial

Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets

LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is filled with investment insights and market guidance for the year ahead. LPL Financial Research believes that even as investors face prospects for periodic bouts of volatility, emphasizing fundamentals will remain critical for making effective investment decisions. LPL Financial Research’s […]

Mid-Year Outlook 2018: The Plot Thickens

Presenting the LPL Research Midyear Outlook 2018: The Plot Thickens, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. When we as investors began 2018, we were tuned in to the recent fiscal policy changes that were expected to propel economic activity and […]

Outlook 2018: Return of the Business Cycle

The LPL Research team proudly presents Outlook 2018: Return of the Business Cycle, highlighting the opportunities and potential challenges that may lie ahead for market participants as we get back to the traditional drivers that we’d expect to push the economy and markets forward. Instead of relying on central bank intervention and accommodative monetary policy, we’re turning to some new lead characters to take charge, namely fiscal policy and better business fundamentals. The supporting roles of this new environment will also be key to sustaining economic growth and delivering stock gains.

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Outlook 2016: Embrace the Routine

LPL Research expects to see routine year-end outcomes in many areas of the economy and financial markets in 2016, but how we get there may be anything but routine. Certain conditions have been unusual for so long, that 2016 may hold some unexpected turns that could catch some investors unprepared, and it will take a […]

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Outlook 2015: In Transit

Since the wind-down of the Great Recession in early 2009, the latest economic expansion has certainly delivered the goods and rewarded investors’ mailboxes with six consecutive calendar years of positive gains for stocks. “Neither snow nor rain nor heat nor gloom of night” has kept a lid on the continuation of one of history’s greatest […]

Mid-Year Outlook 2014 – LPL Financial

At this year’s halfway point, we offer the LPL Financial Research Mid-Year Outlook 2014: Investor’s Almanac Field Notes containing key observations and updates to our outlook for 2014. Similar to a farming almanac, our Investor’s Almanac is a publication containing a guide to patterns, tendencies, and seasonal observations important to growing. The goal of farming […]

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Mutual Fund Capital Gains Distributions: Frequently Asked Questions

In December of last year, many mutual funds made end-of-year capital gains distributions for the first time in several years. Since investors have grown less accustomed to capital gains distributions, the distributions differ from the dividend or interest income investors usually receive, and capital gains distributions are specific to the special legal structure of mutual […]

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Outlook 2014 – LPL Financial

Portfolios Over Policy A farming almanac is an annual publication containing a guide for the coming year and a forecast of the times and statistics of events and phenomena important to growing. Farmers’ almanacs have been a source of wisdom, rooted in the core values of independence and simple living, for American growers for over […]