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Rate and Credit View | Can Bonds Still Be a Portfolio Diversifier? | November 2025
LPL explores whether bonds remain effective portfolio diversifiers amid shifting stock-bond correlations and evolving Fed policy.

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Our goal is to assist families and individuals in making sound, quality investment choices that will help shape their financial future. Read More.

You’ve spent a lifetime building ﬁnancial independence—not just for yourself, but to support and uplift your family. But without a clear estate plan, the legacy you’ve worked so hard to create may be left to the courts to decide.Read More.

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Weekly Market Commentary

Early Keys to 2026 | Weekly Market Commentary | November 17, 2025

As 2025 nears its final 100 calendar days, market focus is already beginning to turn forward and attempt to reconcile what market drivers could remain in place, and what could change in the first year of the new half-decade. While not an exhaustive list, here’s some of our early keys to 2026.

AI Infrastructure: A New Pillar of Economic Growth | Weekly Market Commentary | November 10, 2025

AI-related business investment is rapidly becoming a cornerstone of U.S. economic growth, marking a structural shift in how expansion is financed and sustained. In the first half of 2025, investment in information-processing equipment and software — largely driven by AI infrastructure — is a small yet mighty slice of the economy, yet contributed a majority to economic growth during that period.

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Research

Yours, Mine, and Ours — A Couple’s Guide to Retirement Planning

While the reasons for earning two incomes may vary from couple to couple, these families often face a similar financial challenge: participation in separate retirement programs.

Withdrawing Your Assets: Understanding RMDs

When it comes time to start withdrawing the money you’ve spent a lifetime accumulating in your retirement portfolio, you want to ensure that you make the right decisions.

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Market Watch

Recent Posts

Early Keys to 2026 | Weekly Market Commentary | November 17, 2025

As 2025 nears its final 100 calendar days, market focus is already beginning to turn forward and attempt to reconcile what market drivers could remain in place, and what could change in the first year of the new half-decade. While not an exhaustive list, here’s some of our early keys to 2026.