Tactical Positioning Update: From Preparation to Action

Published on April 17, 2026

Over the past year, LPL Research’s Strategic and Tactical Asset Allocation Committee (STAAC) has emphasized that tactical investing does not require constant activity. Instead, it requires preparation, patience, and the discipline to act only when the expected benefit of a change clearly outweighs the risks.

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Strategic Planning Opportunities Hidden in Your 1040

April 17, 2026
Focusing on tax planning year-round can significantly improve your financial situation. By reviewing your recently filed 1040 form, you can uncover valuable opportunities to optimize investments, maximize deductions and strategically plan for retirement, ensuring long-term financial health and tax efficiency.

Why the Fed Could Shrink Its Balance Sheet Again (and Markets Might Not Notice)

April 17, 2026
Late last year, the Federal Reserve ended its latest quantitative tightening (QT) program: the process by which it shrinks its balance sheet by selling securities or letting them mature without reinvestment.