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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
Tremors in Treasuries: Keeping Perspective on Bonds
Recent movements in the Treasury market have understandably caught investors' attention. The yield on the 30-year Treasury recently moved above 5%, reaching levels not seen since 2007... Read More
Saving for Education: What Parents and Grandparents Should Know in 2026
Whether you are raising young children, helping grandchildren get started, or simply thinking ahead, the cost of education can be a significant financial commitment... Read More
2026 Mid-Year Market Outlook
We’re halfway through the year, and markets have already weathered quite a few moving pieces. A new Federal Reserve chair, geopolitical shock in the Middle East that pushed oil prices and bond yields higher, ... Read More
Macro. Market. Movers.
Why Income Matters More Than Price for Bond Returns
LPL Research explains why bond price swings may grab headlines, but income remains the primary driver of long-term fixed income returns.
Housing, Jobs Send Mixed Economic Signals
LPL Research discusses what it means when the gap is widening between mortgage rates and the prevailing rates existing mortgage holders pay.
What To Watch Following Record Investments in AI
LPL Research discusses the incredible impact AI has on current venture capital fundraising.
