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MODEL PORTFOLIOS
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PORTFOLIO CONSULTATIONS
Your Portfolios, Our Insights. Our team conducts comprehensive reviews of your current portfolios, offering holistic investment recommendations tailored to your unique needs. We offer individual fund analysis, asset allocation guidance, portfolio stress testing and risk assessment.
CUSTOM MODEL PORTFOLIOS
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Siegel-WisdomTree ETF Model Portfolios
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Watch the latest quarterly event with Professor Siegel - exclusively for LPL Advisors.
2026 Economic & Market Outlook
Weighing the Impact of the Middle East War
As the second quarter unfolds, investors are navigating a market shaped by resilient U.S. growth, a Federal Reserve in a patient holding pattern and a geopolitical backdrop newly defined by the Middle East war and its impact on energy prices. In our Economic & Market Outlook: Weighing the Impact of the Middle East War, we explore how a “no-hire, no-fire” labor market continues to anchor the expansion, why elevated energy-driven inflation complicates the Fed’s path and how a widening range of macro and geopolitical outcomes is raising the importance of balance and quality across portfolios.
Resources Exclusively for LPL
General
Floating Rate Treasury Fund (USFR) Quick Hit
U.S. Quality Dividend Growth Fund (DGRW) Quick Hit
Dynamic International Equity Fund (DDWM) Quick Hit
U.S. Quality Growth Fund (QGRW) Quick Hit
India Earnings Fund (EPI) Quick Hit
Professor Siegel’s Weekly Commentary
Models
LPL Siegel-WisdomTree Model Portfolios Quarterly Commentary
LPL Siegel-WisdomTree Models Overview
LPL Siegel-WisdomTree Longevity Model Portfolio Factsheet
LPL Siegel-WisdomTree Global Equity Model Portfolio Factsheet
LPL Siegel-WisdomTree Moderate Model Portfolio Factsheet
LPL Siegel-WisdomTree Moderately Conservative Model Portfolio Factsheet
LPL Siegel-WisdomTree Conservative Model Portfolio Factsheet
Recent blog posts
Fed Watch: Powell’s Last Stand & What Comes Next?
At the April FOMC meeting, the Fed held rates steady for a third consecutive time, but uncertainty is only building. Kevin Flanagan explains why a data-dependent Fed and a likely shift to a Warsh-led regime could signal the easing cycle is nearing its end.
Markets in Context: Noise vs. Fundamentals
Markets may look uncertain, but the underlying fundamentals tell a more balanced story. Samuel Rines explains why geopolitics, valuations and macro trends still support a constructive outlook for investors.
India: Between Friction and Flywheel
India sits at the intersection of energy vulnerability and long-term economic ambition, creating both friction and opportunity. Christopher Gannatti makes the case that as markets reassess this shift, investors may look to vehicles like the WisdomTree India Earnings Fund (EPI) for exposure.
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