LPL Research’s 2026 Outlook: The Policy Engine

LPL Research’s 2026 Outlook: The Policy Engine

December 31, 2025

As we move into 2026, we expect a continuation of many of the key themes that defined 2025 — a fragmented economic landscape plus a resilient stock market that’s prone to bouts of volatility. At the center of it all is policy, which has significantly influenced market direction and sentiment.

From the unfolding effects of higher tariffs to companies’ infusion of money into AI — and the impressive stock market performance driven by a handful of large technology companies — there’s a lot to balance. That’s why LPL Research created this report. Full of insights, considerations, and potential action steps, it’s a resource on what may lie ahead, to help you and your financial advisor plan for 2026 as it relates to your goals.

For the full downloadable report, please click here.