Lincoln Financial

This chart tracks the 3-year rolling correlation between monthly stock and bond returns since 2000.

2026 is showing signs of rotation, with both the equal- weighted S&P 500 and value stocks outperforming the traditional cap-weighted S&P 500

Over 20+ years and multiple market cycles, earnings and stock prices have moved together with a 98% correlation.

It’s simpler. It’s strategic. It’s more secure. And it’s designed so your clients don’t have to make tradeoffs.

This chart shows the probability of a healthy 65- year-old couple living to various ages. It highlights that for a couple age 65 today

Help families create and sustain wealth across generations with these five strategies.

This chart tracks U.S. presidential approval ratings over time alongside the S&P 500’s average return based on the prevailing level of approval.

Lincoln Financial's Tim Seifert reflects on the lessons of 2025 and what they reveal about the retirement landscape heading into 2026

This chart shows the S&P 500’s typical path through the four-year presidential cycle. It highlights the unique volatility of "Year 2"

It always feels like there are compelling reasons not to invest. The table lists a sampling of the worrying headlines over the past two-plus decades.

This chart shows the average one-year performance of the S&P 500 Index from various VIX levels since 1990

This chart shows the five occupations projected to have the largest percentage growth and decline in labor demand from 2024 to 2034

This chart shows sectors and specific use cases demonstrating the potential value of AI beyond technologyy companies.

This chart shows the trend in U.S. government spending and revenue as a percentage of GDP from 1962 – 2024.

Markets swing and stall. Investor needs evolve. Innovation offers new opportunities to help your clients navigate changes.

Tariffs were a primary source of revenue early in the United States' history, but beginning in the mid- $130 1930s, a shift toward globalization

This chart shows three questions investors are asking about the economy and markets in 2026.

Lifetime income? Or lasting legacy? For many clients, the challenge isn't having enough assets — it's deciding how to use them.