Blog
Annual Plan Limits
For Plans that are on an off-calendar year, compensation is based on the annual limits in effect at the beginning of the Plan Year…
Quarterly Economic Update: Third Quarter 2020
Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place.
Proactive Year-end Tax Planning for 2020 and Beyond
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities…
Low Interest Rates and Investors
Interest rates are important to investors and they are currently at or near all-time lows.
Research
Energy Stocks Vary Across Market Cycles
LPL Research explores the energy sector, and the different sub-sectors and business models within, before and after the start of the Iran War.
Taking a Look at Gold’s Stumble
LPL Research discusses what’s been driving gold prices this month and the outlook for the yellow metal.
Why the U.S. Dollar Remains a Safe Haven
LPL Research explains the relationship between currency movements and investor confidence.
Private Credit Under Pressure: Liquidity Mismatches in an AI-Disrupted Cycle
LPL Research examines recent private credit activity in the face of growing sophistication from AI.