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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
Why Investors Look Past Gridlock
The October 1 deadline has passed, and the U.S. government has shut down. While political gridlock is never ideal, history suggests that shutdowns tend to be short-lived and have minimal sustained impact on the economy or the stock market. They are largely about political posturing and therefore don’t take long to get resolved... Read More
Adjusted for Inflation – Why Those Three Words Matter
Adjusted for inflation.” It’s a phrase that may sound technical or even forgettable—but when you see it in action, it becomes clear just how powerful those words can be. Over time, inflation changes the value of money, and whether or not rules and benefits keep up with that change can have a major impact on your financial life... Read More
Unlocking Opportunities in the New Tax Law: What the One Big Beautiful Bill Could Mean for You
Congress recently passed a sweeping tax bill—the One Big Beautiful Bill Act—extending many provisions of the 2017 tax cuts and adding new deductions for individuals and businesses. Some changes take effect this year, while others begin in 2026. Read More
Macro. Market. Movers.
- Weekly Market Performance — October 10, 2025
LPL's Weekly Market Performance for the week of October 6, 2025, highlights a quiet week ending […]
- Pfizer Tariff Reprieve Gives Healthcare a Shot in the Arm
LPL Research discusses how Pfizer’s tariff deal has boosted healthcare stocks and is reshaping […]
- Fiber Optics vs. Data Centers: Dotcom and AI Comparisons
LPL Research examines similarities of valuations, market concentration, and capex financing between […]
- Navigating the Equity Income Landscape: Three Key Approaches
LPL Research examines three dividend investing strategies — high dividend yield, dividend growth, […]
- Weekly Market Performance — October 3, 2025
LPL's Weekly Market Performance for the week of October 3, 2025, highlights the government […]
- Q3 Recap — 10 Key Takeaways
LPL Research takes a look back at third quarter (Q3) performance, providing 10 key takeaways.
