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.

LPL Financial Research Publications

Client Letter | A November to Remember | December 6, 2023
LPL Research discusses a memorable November for the markets and what may be in store for December.
Market Opportunities Amid an Economic Rotation | Weekly Market Commentary | December 4, 2023
LPL Research examines opportunities abound in the markets amid an economic rotation in housing, buying patterns, and inflation.
Anatomy of a Market Rally | Weekly Market Commentary | November 20, 2023
LPL Research looks at the key catalysts underpinning the market rally after seasonality finally turned positive on November 1.
Is the Stock Market Correction Over? | Weekly Market Commentary | November 13, 2023
LPL Research looks closer at the recent rebound in U.S. equities and what key catalysts they are watching to determine if the market correction is over.
Global Portfolio Strategy | Strong Start to November for Stocks and Bonds | November 9, 2023
Stocks fell for the third straight month in October as markets struggled with the combination of rising interest rates and war in the Middle East.
Can Muni Investors Catch a Break? We Think So | Weekly Market Commentary | November 6, 2023
LPL Research explains why they think muni investors may be able to catch a break, especially if the Fed is done with its aggressive rate hiking campaign.
Client Letter | Offering Thanks | November 1, 2023
LPL Research discusses what they're thankful for in the markets going into November.
Possible Halloween Scares for Markets and the Economy | Weekly Market Commentary | October 30, 2023
LPL Research strategists weigh some potential scares for markets and the economy against a generally favorable fundamental backdrop.
Can Something Good Come from a Crisis? | Weekly Market Commentary | October 23, 2023
LPL discusses how the post-pandemic economy has turned out better than expected, three things investors may confront in 2024, and leading indicators to watch.
Earnings Hope to Keep This One-Year-Old Bull Market Going | Weekly Market Commentary | October 16, 2023
LPL discusses what to watch during Q3 earnings season, the one-year anniversary of the bull market, and early thoughts on 2024 earnings.

Our Blog

#GivingTuesday: A Global Day for Giving Back

November 26, 2023

Consider whether a donor advised fund can help build a more generous world November brings us Thanksgiving – a day for simply giving thanks. ...

End of Year (EOY) Deadlines Checklist

November 19, 2023

For many of us, a new year is an opportunity for fresh starts and discovering the best versions of ourselves, but some things—like tax contributions ...

Additional Resources

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