Blog
5 Big Mistakes Investors Make
For the past 22 years, I have had the privilege of assisting individuals who sought investment and retirement council.
Helpful Information for Filing 2021 Income Taxes and Proactive Tax Planning for 2022
Tax planning should always be a key focus when reviewing your personal financial situation.
Market Volatility: A Normal Part of the Investment Experience
Baseball legend Yogi Berra once said, “It’s tough to make predictions, especially about the future.”
Quarterly Economic Update Fourth Quarter 2021
2021 closed as a banner year for many investors. Although the year ended with both winners and losers, in retrospect, the sudden recession created by the COVID pandemic in 2020,,,
Research
Weekly Market Commentary | Is the American Industrial Renaissance Real | April 27, 2026
LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply‑chain resilience, and energy costs.
Weekly Market Performance | April 24, 2026
LPL’s Weekly Market Performance for the week of April 20, 2026, highlights geopolitical developments, earnings highlights, and bond and commodity market moves.
IPOs in 2026: Risks, Returns, and Timing
LPL Research analyzes the historical returns when investing in IPOs and outlines why this year’s IPOs may follow a different path.
The Fed Will Likely Get a New Chair
LPL Research examines new insights from the Senate Confirmation Hearing for Nominee Kevin Warsh