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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
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
The Dow Closed Above 40k. What Does it Mean for You?
The Dow Jones Industrial Average just closed above 40,000 for the first time, the latest pop in what’s been a surprisingly good year for Wall Street... Read More
Macro. Market. Movers.
- Assessing the Technical Damage
LPL Research assesses the technical damage of the S&P 500 and explores how stocks perform after […]
- The “Great Reshuffle” Could Be Nearly Over
LPL Research highlights the changing dynamics within the housing market and what it means for […]
- A Deep Dive into 2024’s Fund Flow Activity
LPL Research explores June, second quarter (Q2), and year-to-date (YTD) fund flows data and […]
- Weekly Market Performance — July 19, 2024
LPL Research's Weekly Market Performance for the week of July 15, 2024, highlights S&P 500 […]
- Election Anxiety? Could Bonds Calm Your Fears?
LPL Research examines how high-quality bonds have performed during various presidential election […]
- The Economy at a Crossroad
LPL Research highlights the unique experience in the labor market and how the consumer is becoming […]
