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What Is Financial Planning?
Financial planning is simply a better approach to get qualified financial advice. The process involves taking a holistic view at your finances, including a full understanding your values, financial objectives and main concerns, that will guide financial recommendations. Read More
Pursue Financial Independence
A solid investment strategy can help you pursue fi nancial independence. But to be truly e ective, any investment strategy must be customized to your unique situation. Read More
Making the Switch To a Fee-Based Relationship
If you’re ready to make the change, your financial professional can help you easily transition your accounts if it’s appropriate for you. Read More
The Basics of Retirement Planning
When it comes to retirement planning, there are a number of savings vehicles to choose from as well as investment options to understand and consider. Read More
The Basics of Social Security
If you feel confused or unsure about Social Security, you’re not alone. According to Nationwide Retirement Institute’s “2022 Annual Consumer Survey on Social Security” Read More
The Basics of Estate Planning
Most people don’t spend too much time thinking about end-of-life planning on a daily basis. But you may have loved ones who will soon face these issues Read More
Five Retirement Points for Five Years Before You Retire
Retirement is an exciting prospect for many and choosing how to spend your retirement could likely be based on the planning you do today.
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Newsletters
Lessons from 2023 and Outlook for 2024
Stocks defied the skeptics in a very unpredictable 2023. Bond portfolios, which struggled mightily along with stocks in 2022, staged a furious late year rally. Read More
Finding Gratitude Amidst Economic Uncertainty
The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives... Read More
6 Steps to Get Your Affairs in Order
It is crucial that your estate plan meets your state’s legal requirements to ensure your final wishes are honored, so expert help is recommended. Read More
Macro. Market. Movers.
- Weekly Market Performance — May 3, 2024
LPL's Weekly Market Performance for the week of March 11, 2024, highlights stocks ending in green, […]
- China Climbs Out of a Bottom
LPL Research highlights the recent technical progress being made in China's stock market and why […]
- Macro Strategies Shine
LPL Research updates investors on the performance and benefits of Macro-related alternative […]
- Sell in May and Go Away?
LPL Research explores whether investors should follow the market adage “sell in May” and other […]
- Valuations Aren’t Great Timing Tools
LPL examines the relationship between stock valuations and forward returns and finds valuations are […]
- Weekly Market Performance — April 26, 2024
LPL Research's Weekly Market Performance for April 22, 2024, highlights the S&P 500 bouncing […]