Economic Outlook With LPL Research

To sign up for a UMassFive Wealth Management workshop, please click on the date and fill out the form.

Join your Wealth Advisor, Sam Einzig, and Kristian Kerr, Head of Macro Strategy at LPL Research, for an in-depth look at the forces shaping markets here in 2026. Gain practical, data-driven guidance on equities, bonds, and portfolio strategies to navigate uncertainty and uncover opportunities. Expert analysis will be shared on the market and economy, providing actionable insights to help you prepare for the year ahead. Reserve your spot today!

About Kristian Kerr: Kristian serves as LPL Financial’s Head of Macro Strategy. In this role, Kristian leads the firm’s Strategic and Tactical Asset Allocation Committee (STAAC). He is responsible for driving LPL’s broader house investment strategy and expanding the adoption of the STAAC’s voice and views across the LPL platform. Kristian began his career in 1999 and has a strong and diverse background in global financial markets. Prior to joining LPL, he was the Western Region Head of Foreign Exchange & Macro at Citi Private Bank in San Francisco. Before Citi, Kristian spent seven years as a Multi-Asset Portfolio Manager in New York for a large global macro hedge fund. Kristian has also held various strategy and trading roles at other global financial institutions over the course of his career.  Kristian received a BBA in International Business from Schiller International University in Madrid, Spain.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UMassFive College Credit Union and UMassFive Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UMassFive Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UMassFive College Credit Union or UMassFive Wealth Management. Securities and insurance offered through LPL or its affiliates are: 

UMassFive College Federal Credit Union (“UMassFive”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay UMassFive for these referrals. This creates an incentive for UMassFive to make these referrals, resulting in a conflict of interest. UMassFive is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.