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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
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
2026 Tax Snapshot: Key Figures & Planning Opportunities
As tax season approaches, these are some of the most common planning questions we’re helping clients think through: What numbers matter? When will my forms arrive? And how does this fit into my overall plan? This update focuses on the key figures, timing, and planning items we’re discussing most often with clients right now... Read More
Macro. Market. Movers.
Weekly Market Performance | May 8, 2026
LPL’s Weekly Market Performance for the week of May 4, 2026, highlights tech earnings, economic data, and the Treasury Quarterly Refunding Announcement.
April Flow Trends Highlight Equity Strength
LPL Research analyzes April ETFs, highlighting strong equity inflows, rising risk appetite, and renewed dominance of U.S. large cap stocks.
Gold is Doing its Job, But Not the One You Expect
LPL Research discusses behind-the-scenes dynamics of gold’s price action since the onset of the U.S.-Iran conflict and global energy disruption.
