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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
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
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
As more data becomes available, it’s crucial to assess the true economic impact of these evolving policies and remain alert to the possibility of a pivot toward more pro-market stances ahead of the 2026 midterms. This wide range of potential outcomes makes it more important than ever for investors to be positioned thoughtfully and flexibly... Read More
Why Diversification Wins In A Complex Market
As we move further into 2025, markets continue to navigate a challenging environment shaped by evolving trade policies, an uncertain economic outlook, and ongoing bond market volatility. Despite these headwinds, one clear theme is emerging: diversification remains a winning strategy for investors this year... Read More
Macro. Market. Movers.
- How GLP-1 Drugs Are Changing Consumer Spending
GLP-1 adoption is shifting consumer demand — LPL Research explores how it affects restaurants, […]
- Top Eight LPL Research Takeaways from LPL’s Focus Conference
LPL Research shares some takeaways from its national conference in San Diego last week.
- Weekly Market Performance — August 15, 2025
LPL's Weekly Market Performance for the week of August 11, 2025, highlights market reactions to […]
- CPI Opens Door for Fed Rate Cuts, Although Pressure Hovers
LPL Research shares their thoughts on July’s CPI report and what that could mean for certain […]
- Do Earnings Revisions Support Markets Under the Surface?
LPL Research explores the earnings revision theme, which has quietly emerged as a driver for the […]
- Healthcare Looks Like a Value Trap
LPL Research shares its outlook for the healthcare sector and explains why low valuations aren’t […]
