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Client Forms and Planning Resources
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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 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
2025 Market Review: Perspective After a Strong Year
As we close the books on 2025, it’s worth stepping back to appreciate just how much the markets navigated — and overcame — during the year. Despite persistent concerns around tariffs, inflation, high valuations, deficit spending, and market concentration, stocks delivered another strong performance... Read More
Macro. Market. Movers.
Weekly Market Performance | April 2, 2026
LPL’s Weekly Market Performance for the week of March 30, 2026, highlights geopolitical developments, commodity market moves, and economic calendar highlights.
A Review of Active Management
LPL Research discusses its recently updated study of the effectiveness of active management across asset classes, as well as implications for portfolios.
Technical Perspective on the Current Drawdown
LPL Research provides insight into the technical setup for stocks and what history reveals about market drawdowns.
