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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 — June 6, 2025
LPL's Weekly Market Performance for the week of June 2, 2025, highlights a full slate of labor […]
- Independent Power Producers in an Electricity Bull Market
Electricity demand is booming as AI drives data center growth. LPL Financial discusses how IPPs […]
- Tech, Consumer, and Comms Drive Best May Since 1990
The S&P 500 soared 6.3% in May, its best since 1990, as growth sectors rebounded sharply. LPL […]
- Finding Clues in the Upcoming Jobs Report
LPL Research explains how long-term unemployed data give insights into the labor market.
- Weekly Market Performance — May 30, 2025
LPL's Weekly Market Performance for the week of May 26, 2025, highlights a busy week of trade […]
- Court Blocks Trump Tariffs, Raising Trade Policy Uncertainty
A federal court ruling blocks major U.S. tariffs, shaking up President Trump’s trade strategy.
