Tobey Miller, Financial Advisor

Q2 2026 | Earnings Season Dashboard | Week 7 Second quarter earnings season has delivered exceptionally strong results, with S&P 500 earnings growth tracking above 50% year over year and nearly 20% even excluding the technology sector. Earnings strength has been broad-based across the market, while steadily rising profit forecasts point to con...

U.S. Debt Hits $40 Trillion – What It Means for Investors LPL Research explores how the U.S. debt surpassing $40 trillion could impact investor portfolios.

The Bond Market Awaits Chairman Warsh's Jackson Hole Speech LPL Research discusses that as U.S. debt tops $40 trillion and yields climb; investors await Kevin Warsh's Jackson Hole speech for clues on rates and policy.

Q2 2026 | Earnings Season Dashboard | Week 5 S&P 500 earnings are showing exceptional strength, with second quarter EPS growth tracking near 50% year over year, driven in part by valuation gains in private AI investments but also supported by broad-based growth across all sectors. Earnings momentum remains robust beyond technology, and analyst...

The Russell Reset Nobody Saw Coming LPL Research explores how the 2026 Russell reconstitution revealed a surprising shift: AI didn't just drive returns. It changed the structure of major equity benchmarks.

Weekly Market Performance — August 14, 2026 LPL's Weekly Market Performance for the week of August 10, 2026, highlights July inflation data, the latest AI headlines, and commodity market moves.

Tactical Asset Allocation Guide | Breakout to New Highs Increases Conviction in U.S. Equities Overweight LPL Research maintains an overweight to U.S. equities as AI-driven earnings and resilient growth support markets, while favoring quality and diversification.

Weekly Market Performance — August 7, 2026 LPL's Weekly Market Performance for the week of August 3, 2026, highlights a positive week for stocks, the July payrolls report, and mixed commodity moves.

Building Blocks: Personalized Portfolios, Built to Scale Find out how LPL Research’s building block model portfolios help advisors deliver personalized, professionally managed portfolios at scale.

Q2 2026 | Earnings Season Dashboard | Week 2 Second quarter S&P 500 earnings are tracking exceptionally strong growth of nearly 37% year over year, driven in large part by technology companies and higher valuations of privately held AI-related investments, with EPS growth still a robust 24% excluding Alphabet. Analysts have also raised forward...