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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
August Reality Check: Navigating Market Fluctuations
Stocks must have gotten the memo that August tends to be weak historically. July, the eighth positive month in the past nine, was quickly forgotten as the beginning of August greeted us with a selloff... Read More
Mid-Year Outlook: Still Waiting for the Turn
Expanding on our initial 2024 Outlook, “A Turning Point,” this midyear update offers fresh insights into the economic and market landscape, along with their potential impact on investment portfolios... Read More
Legacy Blueprint: Will, Estate Planning and Next-Gen Involvement
We’ve all read or heard the stories. Someone passes away without a will, and potential heirs sharpen their knives in a free-for-all that can take years to play out in court... Read More
Macro. Market. Movers.
- NVIDIA’s Super-Sized Importance
LPL Research examines the importance of NVIDIA ahead of the chipmaking behemoth’s third quarter […]
- October 2024 Fund Flows Recap
LPL Research explores October's fund flows data and investor sentiment across asset classes.
- Weekly Market Performance — November 15, 2024
LPL's Weekly Market Performance for the week of November 11, 2024, highlights the waning […]
- What Does a Rate Cut Mean for Stocks and Bonds?
LPL Research explores the potential impact rate cuts could have on equity and fixed income markets.
- Weekly Market Performance — September 13, 2024
LPL's Weekly Market Performance for the week of September 9, 2024, highlights the U.S. stock […]
- Weekly Market Performance — July 19, 2024
LPL Research's Weekly Market Performance for the week of July 15, 2024, highlights S&P 500 […]
