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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
Lessons from 2023 and Outlook for 2024
Stocks defied the skeptics in a very unpredictable 2023. Bond portfolios, which struggled mightily along with stocks in 2022, staged a furious late year rally. Read More
Finding Gratitude Amidst Economic Uncertainty
The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives... Read More
6 Steps to Get Your Affairs in Order
It is crucial that your estate plan meets your state’s legal requirements to ensure your final wishes are honored, so expert help is recommended. Read More
Macro. Market. Movers.
- Bears Come Out of Hibernation
LPL Research highlights recent changes in investor sentiment and what that could mean for stocks […]
- The Patient Pause
LPL Research examines the implications of current Federal Reserve policy on markets.
- March and First Quarter Fund Flows
LPL Research explores March and Q1 fund flow data and investor sentiment across asset classes.
- Weekly Market Performance — April 19, 2024
LPL Research's Weekly Market Performance for April 15, 2024, discusses the S&P 500's three-week […]
- Uncovering Model Portfolio Construction and Evaluation
LPL Research examines the advantages and pitfalls of different portfolio construction methods.
- Middle East Conflict: How Stocks React to Geopolitical Shocks
LPL Research details what the Middle East escalations could mean for stocks and how markets have […]
