Heather Allen - Financial Planner

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.

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 3 Exceptionally strong second-quarter S&P 500 earnings growth, with EPS tracking a 46% year-over-year increase, driven in part by valuation mark-ups of private AI-related holdings such as Anthropic, OpenAI, and SpaceX. Excluding Alphabet and Amazon, earnings growth remains robust at roughly 26%, led p...

Weekly Market Performance — July 31, 2026 LPL's Weekly Market Performance for the week of July 27, 2026, highlights mixed hyperscaler earnings, the latest Fed rate decision, and geopolitical tensions.

Boutique vs. Big in Investment Manager Selection LPL Research weighs in on the boutique versus larger manager debate within investment manager selection.

Red Flags That Never Show Up in Manager Performance Screens LPL Research continues its manager research series, exploring red flags that never appear in performance screens and often emerge in manager interactions.

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...

Weekly Market Performance — July 24, 2026 LPL's Weekly Market Performance for the week of July 20, 2026, highlights AI worries, high-profile earnings, and geopolitical tensions.

Oil Rebounds as Global Supply Risks Intensify LPL Research examines the latest developments in the oil market and how renewed geopolitical tensions are impacting supply.

State of the Private Equity Buyout Market LPL Research examines buyout fund performance, distributions, vintage years, and what investors should expect from private equity ahead.