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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
Market Timing: Gotta Be Right Twice
Market timing requires a skill that’s almost impossible to master. An investor not only has to determine when stock prices have peaked (so you can sell), but also when they have bottomed (so you can buy)... Read More
Navigating Market Volatility in Uncertain Times
As the conflict involving Iran moves into its second month, geopolitical tension continues to weigh on investor sentiment. These periods can feel unsettling, especially when headlines are evolving quickly... Read More
Market Update: Keeping Perspective During Global Tensions
Recent geopolitical tensions in the Middle East have increased uncertainty and created some volatility in global markets. When events like this unfold, it is natural for investors to wonder how conflicts might affect their portfolios... Read More
Macro. Market. Movers.
Weekly Market Performance | July 17, 2026
LPL’s Weekly Market Performance for the week of July 13, 2026, highlights AI jitters, geopolitical developments, and corporate earnings.
The Unthinkable Scenario for AI Investors
LPL Research dares to imagine a non-consensus future for AI where reality fails to meet lofty investor expectations.
Why Resource Nationalism Matters to Investors
LPL Research discusses resource nationalism: what it is, why it matters, and what are the implications for investors building multi-asset portfolios.
