Resources

ABOUT LPL FINANCIAL

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

LPL Research

LPL Financial houses one of the largest independent research teams in the industry. Their team of experienced analysts, strategists, and investment specialists deliver independent advice and experienced financial solutions. Their comprehensive commentary is available to our valued clients and can be viewed below.

Our Blog

Benefits of Early Tax Planning with a Financial Professional

February 3, 2026

Tax planning is a crucial component of personal finance and a vital component of your overall financial planning. Failing to consider tax planning could result ...

Market Outlook 2026: The Policy Engine

December 10, 2025

Additional Resources

Stay up to date with the latest market and economic updates from City National Rochdale.

DISCLAIMERS / DISCLOSURES

Your Bank (“Financial Institution”) provides referrals to financial professionals of PL Financial LLC (*LPL”) pursuant to an agreement that allows PL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for advisory services.”
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. State Bank of Southwest Missouri and Wealth and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth and Investment Services, and may also be employees of State Bank of Southwest Missouri. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, State Bank of Southwest Missouri and Wealth and Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency	Not Bank Guaranteed
Not Bank Deposits or Obligations	May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, GA, IA, KS, MN, MO, NC, NY, OH, OK, TX, VA, WA