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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
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
How Might the Markets Surprise Us in 2025
What fueled the modest advance in the S&P 500 Index in January? For the most part, the market narrative remains unchanged since the calendar flipped to 2025—except for new developments on tariffs, which we’ll get to shortly... Read More
Prioritize Your Next Savings Dollar
As we welcome a new year, it's the perfect time to set meaningful financial goals. Prioritizing your savings can make a big difference in your overall financial wellness, especially when juggling competing priorities. Here’s a roadmap to help you get the most out of your next savings dollar... Read More
Macro. Market. Movers.
- Another Defining Moment for Markets
LPL Research discusses foreign direct investment, trade policy, and the inflation environment.
- Behind the Scenes: Insights from Funds’ Rolling Returns
LPL Research discusses the insights that a fund or manager’s rolling returns can provide compared […]
- Commercial Real Estate — Is Now the Time to Invest?
LPL Research takes a deep dive into the commercial real estate sector, providing an overview, as […]
- Weekly Market Performance — March 28, 2025
LPL's Weekly Market Performance for the week of March 24, 2025, highlights the latest tariff […]
- America Is Down, but Not Out
LPL Research explores the American exceptionalism theme and what performance this quarter could […]
- Weakness, But No Recession Yet
LPL Research examines home buying activity as mortgage rates moderate.
