Blog
Welcome to 2022!
appy New Year and welcome to 2022! We hope that you and your family had an enjoyable holiday season. We look forward to what this new year has to offer.
For 2022, Let Gratitude Be Your Attitude!
Throughout the year, our goal is to provide our clients a wealth of consistent and pertinent information on financial markets and economic topics.
Proactive Year-end Tax Planning for 2021 and Beyond: Including Key Tax Change Proposals
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies.
Quarterly Economic Update Third Quarter 2021
Equity markets ended the third quarter with mixed results. The quarter started with strong earnings reports lifting many large U.S. stocks during the summer…
Research
Weekly Market Performance — March 20, 2026
LPL’s Weekly Market Performance for the week of March 16, 2026, highlights the latest geopolitical developments, Fed decision, and global market headlines.
Finding Portfolio Resilience in Uncertain Times
LPL Research offers ideas for volatile markets: diversify with alternatives, TIPS, and real assets, and stay disciplined amid ongoing geopolitical risks.
Do Midterm Elections Matter for Markets? A Historical Perspective
LPL Research analyzes how midterm elections affect markets — midterms can rattle sentiment, but history favors patience. Focus on your plan, not politics.
Earnings Strength Remains Amid Mideast Conflict
LPL Research assesses the potential effects of war in Iran on earnings, highlighting the resilience of the U.S. economy and corporate America.