News
2026 Outlook: The Policy Engine
Outlook 2026: The Policy Engine By LPL Financial Research In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy...
Research
Weekly Market Commentary | Moats vs. Inertia: Unpacking the Personal AI Agent Threat | October 19, 2026
Meta’s September launch of Muse, a personal artificial intelligence (AI) agent designed to act on a user’s behalf across digital workflows, crystallized the market’s latest disruption narrative.
Lessons from the SaaSpocalypse
LPL Research analyses what can be learned from the “SaaSpocalypse” and why investors should weigh market narratives against underlying fundamentals.
Happy Fourth Anniversary to This Stock Market Bull
LPL Research analyzes historical performance of S&P 500 bull markets that have made it through a fourth year as a guide to what stocks might do over the next year.
Have a Question?
Just enter your information into the form below, and we will get back to you with an answer right way.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.
The LPL registered representatives of Costello Wealth Management may only discuss securities or transact business with persons who are residents of AZ, DC, FL, NY, PA, SC, and VA.
Securities and Advisory Services Offered Through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC
View LPL Financial Form CRS
Copyright © 2024 | Costello Wealth Management All Rights Reserved