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Portfolio Compass

2026 Outlook: The Policy Engine

In 2026, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy influence and market momentum have become significantly more impactful in shaping market trends, often overshadowing underlying economic performance…

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2026 Outlook: The Policy Engine

Outlook 2026: The Policy Engine By LPL Financial Research In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy...

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Why Long-Term Care Planning Matters

November is Long-Term Care Awareness Month, a good time to consider how an unexpected health event could impact your family and finances. Even for high-net-worth families, the cost of long-term care can create challenges. A private nursing home room now averages over...

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