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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
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
Tariffs Bring April Showers For Markets
Stocks fell in March, primarily due to tariffs sparking market jitters. While the U.S. economy had already been slowing from last year’s 3% growth rate, weak economic data added to concerns. The Trump administration’s new tariffs heightened market uncertainty... Read More
March Market Update: A Gentle Cooldown
As spring approaches and the weather warms, the U.S. economy has begun to cool. After a sizzling recovery from the pandemic, followed by a period of surprisingly solid and steady growth on the back of resilient consumer spending, the economy finally seems poised to downshift to its pre-pandemic trend near 2% growth... Read More
Macro. Market. Movers.
- Weekly Market Performance — May 16, 2025
LPL's Weekly Market Performance for the week of May 16, 2025, highlights the U.S. and China's trade […]
- Trump Signs Executive Order to Slash Drug Prices, Target PBMs
Trump signs executive order (EO) tying U.S. drug prices to global benchmarks and targeting PBMs. […]
- Sector Plays for the Bull Case Scenario
LPL Research highlights equity sector opportunities that may perform well if low tariff rates […]
- Weekly Market Performance — May 17, 2024
LPL Research's Weekly Market Performance for the week of May 13, 2024, highlights new record highs, […]
- Weekly Market Performance — January 17, 2025
LPL's Weekly Market Performance for the week of January 17, 2025, highlights fixed income, […]
- Are Tariffs Always Inflationary?
LPL Research discusses the impacts of 2018 tariffs on wholesale and retail inflation.
