Blog
Proactive Year-end Tax Planning for 2023 and Beyond
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. Staying current on the ever-changing tax environment is a key component...
Traditional and ROTH IRAs – Strategies for Building Your Retirement
Everyone saving for retirement knows being proactive is very important. The concept of not preparing and relying on a government-sponsored retirement is a risky and unreliable practice. Having healthy retirement savings can help you live comfortably in your golden...
Quarterly Economic Update | Second Quarter 2023
The second quarter of 2023 tested even the most seasoned of investors. It was a quarter that included the U.S. reaching a debt ceiling agreement, the Federal Reserve pausing their aggressive interest rate hikes, and bank failure fears starting to subside. During the...
Ideas to Help Prepare for a Recession
For the last several months, talk of a recession has been making news headlines. Analysts and investors have been speculating if, when, and how bad of a recession the U.S. could experience. News sources have resembled Paul Revere proclaiming, “a recession is coming!”...
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