MARKET OUTLOOK
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 OutlookNewsletters
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
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HOT TOPIC: Employer Open Enrollment: Choose the Benefits That Are Right for You
Open enrollment is your chance to make every benefit count.
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HOT TOPIC: 530A Trump Accounts Officially Open
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.