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Client Letter | Stocks Pass Another Test With November Rebound | December 3, 2025
LPL Research reviews November’s gains and highlights key 2026 drivers — Fed policy, AI, and strategies to manage volatility.

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Weekly Market Commentary

Cockroaches, Canaries, and Credit Markets | Weekly Market Commentary | October 20, 2025

Corporate credit markets represent a vital component of the global financial system, providing businesses with essential capital for operations, growth, and strategic initiatives. These markets can, in general, be segmented into four distinct categories: investment-grade bonds, high-yield bonds, bank loans, and private credit.

Happy Anniversary Bull Market | Weekly Market Commentary | October 13, 2025

Year three of this bull market was a strong one. After a bit of a slow start — the S&P 500 rose 21.4% during the first year of this bull compared with the average first-year gain near 40% — year two was a catch-up year with a 32.2% gain vs. a second-year average of 12.4%. Then in year three, a year that had produced an average gain of only 5.2% historically, the S&P 500 rallied 16.1% (through October 8, 2025, before Friday’s sell-off). As noted in the “After a Strong Third Year, This Bull is Ahead of Schedule” chart, the nearly 89% gain in the S&P 500 since this bull market began on October 12, 2022 (excluding dividends), is well ahead of the average and median three-year advances for all bull markets since 1950.

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Research

Planning Your Required Distributions

For those in or near retirement, the age of 70½ is a key transition point: Retirees need to begin planning for required minimum distributions (RMDs) that are taken annually from employer-sponsored retirement plans and traditional IRAs.

Planning for the Future — What Motivates You?

The truth is there is ample motivation to make the most of retirement planning opportunities.

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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.