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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
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
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
Macro. Market. Movers.
- Weekly Market Performance — June 27, 2025
LPL's Weekly Market Performance for the week of June 23, 2025, highlights easing geopolitical […]
- The Geopolitical Gold Game
LPL Research discusses gold’s three-year surge, tracing its start back to central banks and […]
- Treasury Market Haven Status Is Safe...For Now
LPL Research highlights the recent volatility in the Treasury market and why we think it’s still […]
- Wrestlers, Rappers, Sibling Rivalries, and Investment Returns
LPL Financial explains how evaluating fund performance requires understanding manager style and […]
- The Fed Holds the Line: Powell’s Patience vs. Trump’s Push
LPL Research highlights the expected savings for the U.S. government that would take place from a […]
- Weekly Market Performance — June 20, 2025
LPL's Weekly Market Performance for the week of June 16, 2025, highlights ongoing geopolitical […]
