In this episode, Brian and Ryan break down the LPL Research 2026 Outlook and translate Wall Street research into plain-English takeaways for investors. The big theme for 2026: markets are being driven less by traditional fundamentals and more by policy decisions, momentum, and investor behavior. Brian and Ryan discuss what that means for the economy, stock market expectations, and fixed income—and how investors should think about positioning portfolios heading into the year. Rather than react...
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In this episode, Brian and Ryan break down the LPL Research 2026 Outlook and translate Wall Street research into plain-English takeaways for investors. The big theme for 2026: markets are being driven less by traditional fundamentals and more by policy decisions, momentum, and investor behavior. Brian and Ryan discuss what that means for the economy, stock market expectations, and fixed income—and how investors should think about positioning portfolios heading into the year. Rather than react...
To paraphrase Ernest Hemingway, changes in the stock market often happen "gradually, then suddenly." This week Brian and Ryan discuss how, over the past month, there has been a rotation from large-cap technology stocks to small caps and other sectors. However, following the latest jobs report, global stocks experienced a sharp pullback due to concerns about the timing of Fed rate cuts, a weakening labor market, and disappointing tech earnings. Financial markets are on edge as investors adjust...
Casual Friday: Financial Insights
In this episode, Brian and Ryan break down the LPL Research 2026 Outlook and translate Wall Street research into plain-English takeaways for investors. The big theme for 2026: markets are being driven less by traditional fundamentals and more by policy decisions, momentum, and investor behavior. Brian and Ryan discuss what that means for the economy, stock market expectations, and fixed income—and how investors should think about positioning portfolios heading into the year. Rather than react...
