
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
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Determine whether you should consider refinancing your mortgage.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.