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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
2026 Tax Snapshot: Key Figures & Planning Opportunities
As tax season approaches, these are some of the most common planning questions we’re helping clients think through: What numbers matter? When will my forms arrive? And how does this fit into my overall plan? This update focuses on the key figures, timing, and planning items we’re discussing most often with clients right now... Read More
2025 Market Review: Perspective After a Strong Year
As we close the books on 2025, it’s worth stepping back to appreciate just how much the markets navigated — and overcame — during the year. Despite persistent concerns around tariffs, inflation, high valuations, deficit spending, and market concentration, stocks delivered another strong performance... Read More
Outlook 2026: The Policy Engine
The year 2025 was a good example of the prevailing regime. That is, we are witnessing markets that are driven less by fundamentals and traditional business-cycle dynamics and more by fiscal and monetary policy influence. As fundamentals have taken the back seat, policy decisions have emerg... Read More
Macro. Market. Movers.
The Return of the Stock Picker’s Market
The Return of the Stock Picker’s Market Adam Turnquist | Chief Technical Strategist Last Updated: February 17, 2026 If you judged the S&P 500 solely by its flat year-to-date performance, you may assume it has been an uneventful year for the U.S. equity market. However, underneath the surface of the market is a much different…
Hyperscalers Plan to Live Up to Their Name
Hyperscalers Plan to Live Up to Their Name Jeff Buchbinder | Chief Equity Strategist Last Updated: February 12, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. Capital markets have faced quite an array of moving pieces over the last couple of weeks, ranging from equity market rotation dynamics, volatile metals and commodity price…
Imagining a Modern Fed-Treasury Accord
LPL Research examines what a new Fed-Treasury accord could look like and the potential impact on markets.
