- Global Portfolio Strategy | Patiently Awaiting a Pullback Before Considering Adding Risk | November 12, 2025
LPL Research’s November Global Portfolio Strategy: neutral equity stance, AI-driven tech strength, cautious fixed income outlook, and sector updates.
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Weekly Market Commentary
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.
From Micro to Macro: A Busy Week of Market-Moving Data | Weekly Market Commentary | November 3, 2025
The S&P 500 is over halfway through Q3 earnings season, and results have been impressive. Of the 318 companies that have reported results, 83% have surpassed earnings per share (EPS) estimates, notably above the 10-year average beat rate of 75%, according to FactSet.
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.
Market Watch
Recent Posts
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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