
LPL Research’s 2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks delivers market insights on what we may expect from the economy, stocks, bonds, and more for the remainder of 2026.
2026 Midyear Outlook
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Estimate the future value of your current savings.
How much life insurance would you need to produce a sufficient income stream for your family?
How Long Will It Take to Pay my Balance?
Compare the potential future value of tax-deferred investments to that of taxable investments.