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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
Don’t Get Tricked: Protect Your Finances from Online Scams
Stay Safe: Protect Yourself from Scams & Identity Theft We’ve seen a rise in scam activity lately, and we want to arm you with the knowledge and tools to protect yourself from scams and fraudulent activity. October is Cybersecurity Awareness Month — and while kids are out hunting for treats, scammers are out hunting for victims... Read More
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
Macro. Market. Movers.
- Weekly Market Performance — November 7, 2025
LPL's Weekly Market Performance for the week of November 3, 2025, highlights AI-realted valuation […]
- AI Theme: Longer Rainbows Should Lead to Bigger Pots of Gold
LPL Research analyzes the balance between the AI theme’s potential and risks for investors.
- Signs of Life in M&A
LPL Research analyzes the changing trend in the M&A market and discusses the potential impact […]
- QT is Ending. Is QE Next?
LPL Research unpacks what the recent decision by the Federal Reserve to end quantitative tightening […]
- Weekly Market Performance — October 31, 2025
LPL's Weekly Market Performance for the week of October 27, 2025, highlights key big tech earnings, […]
- Key Takeaways From Yesterday’s Fed Meeting
LPL Research provides key takeaways for investors from yesterday’s Fed meeting.
