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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
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
Outlook for 2025: Pragmatic Optimism
Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again to the upside. Stocks continued their strong performance, driven by powerful trends in artificial intelligence and technology... Read More
Legacy Blueprint: Will, Estate Planning and Next-Gen Involvement
We’ve all read or heard the stories. Someone passes away without a will, and potential heirs sharpen their knives in a free-for-all that can take years to play out in court... Read More
Macro. Market. Movers.
- Tariff Turbulence
LPL Research dissects the recent tariff and trade developments that have driven market volatility […]
- Weekly Market Performance — January 31, 2025
LPL's Weekly Market Performance for the week of January 27, 2025, highlights the latest AI […]
- Correlation Comparison: Years That Resemble 2024
LPL Research explores years that closely resemble 2024 to provide insights into what these past […]
- Weekly Market Performance — December 13, 2024
LPL's Weekly Market Performance for the week of December 13, 2024, highlights the week's […]
- Weekly Market Performance — January 17, 2025
LPL's Weekly Market Performance for the week of January 17, 2025, highlights fixed income, […]
- Weekly Market Performance — January 10, 2025
LPL's Weekly Market Performance for the week of January 6, 2025, highlights fluctuating rate cut […]
