Blog
Key Tax Policy Differences: House vs. Senate Finance Bills
As lawmakers shape the next chapter of U.S. tax policy, notable differences have emerged between the House and Senate Finance Committee proposals. Financial professionals and investors should be aware of several key distinctions that could influence long-term planning:
FORBES RECOGNIZES DAN ROMERO AS A BEST-IN-STATE WEALTH ADVISOR
[Orange, CA] — [April 2025] – Daniel S. Romero, CFP® an independent LPL Financial advisor in Orange, CA has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry....
ROTH and Traditional IRAs – Strategies for Building Your Retirement in 2025
Retirement savers understand the importance of being proactive. Having healthy retirement savings can help you live comfortably in your later years. As stewards of our clients' wealth, we take great satisfaction in helping them prepare for retirement. We also enjoy...
Understanding the SECURE Act’s Impact on IRAs Left to Trusts
In 2019, the SECURE Act introduced significant changes to retirement accounts, and in 2022, the IRS provided proposed regulations that surprised many financial professionals. Now, in 2024, the IRS has finalized these rules, and they have a big impact on how IRAs left...
Research
A Modern Framework for Portfolio Construction
LPL Research explores the benefits of Unified Managed Accounts (UMAs) and how building block model portfolios can help drive client success.
Oil Falls, Fed Stays Put: What is Next for Markets
LPL Research discusses falling oil supports optimism, but persistent inflation keeps the Fed cautious — leaving markets caught between improving trends and policy risk.
Summer Muni Technicals: A Reliable Tailwind?
Municipal bonds often benefit from summer supply-demand shifts, as reinvestment flows and lighter issuance create a seasonal tailwind for prices and returns.
Weekly Market Commentary | Kevin Warsh Could Shake Up the Fed | June 22, 2026
LPL Research examines Warsh’s evolving Fed approach, infrastructure-led growth, and the impact of China demand on oil prices.