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Founders often spend years building a business, yet critical decisions can arise within weeks of a sale. A Section 1045 rollover may allow eligible QSBS holders to defer gains by reinvesting proceeds in qualifying stock, potentially preserving the holding period needed to work toward a future Section 1202 exclusion.
A growing number of women are not simply participating in wealth creation. They are leading it. New research on high-net-worth Millennials highlights the rising influence of women as founders, executives, and equity owners, raising important questions about how families and financial institutions understand wealth, stewardship, and financial decision-making differently today.
LPL Research is pleased to present Midyear Outlook 2026: Policy, Buildouts, & Bottlenecks. This semi-annual update offers a comprehensive analysis of the economic and market environment and highlights potential implications for investors and their portfolios. In our 2026 Outlook: The Policy Engine, we spent considerable time talking about how policy is increasingly a driver of capital markets.
