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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
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
As more data becomes available, it’s crucial to assess the true economic impact of these evolving policies and remain alert to the possibility of a pivot toward more pro-market stances ahead of the 2026 midterms. This wide range of potential outcomes makes it more important than ever for investors to be positioned thoughtfully and flexibly... Read More
Why Diversification Wins In A Complex Market
As we move further into 2025, markets continue to navigate a challenging environment shaped by evolving trade policies, an uncertain economic outlook, and ongoing bond market volatility. Despite these headwinds, one clear theme is emerging: diversification remains a winning strategy for investors this year... Read More
May Market Perspective: Cycles, Shifts, and Signals
Markets often move in cycles, and sometimes history gives us a useful lens through which to view what’s happening today. A recent note from Kristian Kerr, Head of Macro Strategy at LPL Research, drew a compelling comparison between the “Nifty Fifty” era of the 1970s and today’s “Magnificent Seven” stocks... Read More
Macro. Market. Movers.
- One Big Beautiful Bill Act – Impact on Alternative Investments
LPL Research reviews how the One Big Beautiful Bill Act may impact alternative investments
- Agency MBS Still Offer Attractive Income Opportunities
LPL Research highlights the attractiveness of the mortgage-backed securities market despite […]
- Weekly Market Performance — July 25, 2025
LPL's Weekly Market Performance for the week of July 21, 2025, highlights big tech earnings, U.S. […]
- Early Q2 Earnings Check-In: Highlights From the Calls
LPL Research highlights qualitative commentary from select corporate management teams during the […]
- Five Reasons to Give Small Caps Forethought
LPL Research examines the bull case for small cap equities.
- Federal Reserve Independence Depends on Your Definition
LPL Research explains why Federal Reserved independence is a necessary ingredient for market […]
