Artificial intelligence isn’t coming. It’s already here — sitting in your inbox, writing your reports, booking your meetings. The question isn’t whether AI will change markets and retirement planning. The question is: What do you do about it? This is a framework for positioning portfolios and planning retirement in an economy being reshaped by AI […]
Mother’s Day Is Sunday. Before the Flowers, Ask Her These Five Questions. — Lyons Resources Published May 4, 2026 · Family Planning / Life Stewardship · Tim Lyons Mother’s Day Is Sunday. Before the Flowers, Ask Her These Five Questions. You’ll bring flowers this weekend. Maybe brunch. She’ll say you didn’t have to, and she’ll
Weekly Market Commentary | AI Wave Continues to Power Technology Earnings Boom | May 4, 2026 May 04 2026 LPL Research examines overlooked tech growth, assessing strong earnings, AI skepticism, and valuation opportunities for investors. Read the full Weekly Market Commentary Source: LPL Financial
Weekly Market Commentary | American Industrial Renaissance: Fact or Fiction? | April 27, 2026 April 27 2026 LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply chain resilience, and energy costs. Read the full Weekly Market Commentary Source: LPL Financial
LPL Research examines the fixed income space as global bonds broaden yields and reduce U.S. concentration, offering diversified income and resilience via non‑U.S. developed and emerging markets.
High-level overview of market themes and investment ideas.
LPL explores evolving value investing strategies, macro risks, and overlooked market opportunities from the Latticework 2025 event.
https://www.lpl.com/content/dam/lpl-research/documents/beyond-the-numbers-october-2025.pdf
LPL Research highlights early signs of stress in corporate credit markets, with rising defaults and tight spreads in leveraged and private credit.
https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-10-20-25.pdf
This bull market enters year four with strong gains, driven by tech and AI. History suggests more upside ahead amid resilient growth and a dovish Fed stance.
https://www.lpl.com/content/dam/lpl-research/documents/weekly-market-commentary-10-13-25.pdf
This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.
https://www.lpl.com/content/dam/lpl-research/documents/market-insight-quarterly-q3-2025.pdf
