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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
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
Long-Term Care: What It Is, What It Costs, And How To Prepare
As Americans live longer and care needs become more complex, long term care has become an essential part of retirement planning. Yet for many families, the topic feels overwhelming or easy to postpone. With long-term care costs rising and care needs becoming increasingly common, understanding what support looks like—and how it’s paid for... Read More
Macro. Market. Movers.
- Weekly Market Performance — January 30, 2026
LPL's Weekly Market Performance for the week of January 26, 2026, highlights high-profile earnings, […]
- Software vs. Semiconductors: Can Software Survive AI?
LPL explores how accelerating AI adoption is impacting software demand, widening the valuation gap […]
- Private Credit Risks to Watch in 2026
LPL Research outlines the main risks for Private Credit markets in 2026.
- A Cold January, but the Stock Barometer Remains Positive
LPL Research explores the January Barometer seasonal signal and what it could mean for stocks in […]
- Weekly Market Performance — January 23, 2026
LPL's Weekly Market Performance for the week of January 19, 2026, highlights another deluge of […]
- Risk-Adjusted Performance: Why and How it Matters
LPL Research discusses why risk‑adjusted returns matter, how alpha and information ratio work, […]
