-- Outlook Expects Routine Year-End Outcomes in many Areas of the Economy and Financial Markets in 2016 --
BOSTON, Dec. 01, 2015 (GLOBE NEWSWIRE) -- Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today announced the release of its investment publication, Outlook 2016: Embrace the Routine. This biannual publication by LPL Financial's Research department ("LPL Research") contains economic, market and investment insights for 2016.
While LPL Research expects to see routine year-end outcomes in many areas of the economy and financial markets in 2016, the theme, "Embrace the Routine," signals that reaching those outcomes will require investors to stay nimble and continually develop their routines around normalizing market conditions. Certain conditions have been unusual for so long—loose monetary policy, lengthy economic recovery, below-average market risk—that 2016 may hold some unexpected turns that could catch some investors unprepared, and it will take a solid investment plan to navigate it.
Significant investment considerations from LPL Research for 2016 include:
Against this backdrop, LPL Research forecasts the following within the report:
"For some investors, progress toward their financial goals has been hurt by breaking with well-considered investing routines in response to one of the most maligned bull markets in history," said LPL Chief Investment Officer Burt White. "As the economy progresses into the latter half of the business cycle, investors will need to adjust to a changing environment. Two important shifts will be adjusting to the start of a rate tightening cycle and planning for a long-term lower-return environment."
White concluded, "Perhaps the best part of a routine is the comfort that comes from knowing what to expect. Outlook 2016 is intended to help investors focus on what matters most to markets, block out short-term distractions that will quickly fade, and establish a new routine that is flexible enough to manage the increased challenges to come in 2016, while making progress toward financial goals."
The full publication is available at LPL.com.
About LPL Research
LPL Financial's Research department ("LPL Research"), led by Managing Director and Chief Investment Officer Burt White, provides strategic, objective investment insights to advisors who leverage LPL Financial's Research platforms. The group's mission is to be a trusted partner to our advisors, who in turn provide investors with choices to help meet their financial goals. The team provides those advisors with market, investment management, portfolio construction, and due diligence advice. LPL Research's Outlook publications, produced semiannually, serve as the backdrop for all the team's investment recommendations and communications efforts for the year ahead.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and currently serves $462 billion in advisory and brokerage assets. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2015). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $115 billion in retirement plan assets, as of September 30, 2015. LPL also supports approximately 4,300 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,413 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit
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Source: LPL Financial
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