Lubatkin Financial Group

Assessing Public vs. Private Real Estate Dynamics LPL Research examines public and private real estate markets, cap rate divergence, and why REITs may offer attractive value today.

Client Letter | Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks | July 7, 2026 LPL Research’s Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks examines how policy decisions, corporate earnings, AI-driven growth, and global economic trends are shaping markets and investment opportunities in the second half of 2026. The report remains constructive on U.S. equities while ...

Imagining the Unthinkable for AI Investors LPL Research dares to imagine a non-consensus future for AI where reality fails to meet lofty investor expectations.

UMAs for Flexibility and Customization LPL Research explores the benefits of Unified Managed Accounts (UMAs) and how building block model portfolios can help drive client success.

Weekly Market Performance — June 5, 2026 LPL's Weekly Market Performance for the week of June 1, 2026, highlights geopolitical tensions, AI earnings, and economic data that rippled across markets.

How AI May Increase Jobs, Not Replace Them LPL Research highlights how AI is changing work, not eliminating it, with productivity gains increasing labor demand in a shifting economy.

Client Letter | AI-Fueled Growth Meets Market Volatility | May 6, 2026 Despite geopolitical tensions and high oil prices, the investment outlook remains constructive as AI‑driven spending, strong corporate earnings, and resilient labor markets support modest economic growth. While market volatility is likely, particularly from energy and Middle East developments, fun...

Rising Conviction on Earnings Growth LPL Research provides an update on their tactical positioning and how strong earnings have influenced it.

Tactical Positioning Update: From Preparation to Action LPL Research examines the latest updates to their tactical views and what it means to be a tactical investor.