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 | Outlook 2025: Pragmatic Optimism | December 10, 2024
LPL Research provides in-depth analyses, insights, and expectations for the markets, economy, and more going into 2025.
Outlook 2025 | Pragmatic Optimism | December 10, 2024
Outlook 2025 provides in-depth analyses and insights from LPL Research’s leadership team to help you prepare for the upcoming year.
High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024
LPL Research shares a high-level overview of some key stock and bond market themes covered in our 2025 Outlook.
Global Portfolio Strategy | Stocks Enjoy Holiday Cheer | December 5, 2024
Stocks rebounded in November, marking the S&P 500's best month of 2024.
Client Letter | A November to Remember | December 4, 2024
LPL Research recaps November and discusses what we can expect in December.
A Basket of Uncertainty Bolsters the Dollar | Weekly Market Commentary | November 25, 2024
LPL Research discusses the dollar's rise amid global uncertainty.
Trade, Tariffs, and Inflation | Weekly Market Commentary | November 18, 2024
LPL Research explores trade dynamics since Trump's first administration and why that may limit the impact of changes to trade policy.
Election Day Takeaways | Weekly Market Commentary | November 11, 2024
LPL Research explores the election outcome and what it could mean for markets going forward.
Global Portfolio Strategy | Rates Take Center Stage as Election Jitters Ease | November 7, 2024
In October, U.S. stocks ended a five-month winning streak, closing modestly lower despite a surge in Treasury yields and rate cut repricing.
Client Letter | Donald Trump Elected 47th President of the United States of America | November 6, 2024
Achieving an outcome and removing policy uncertainty is positive for markets, especially with the U.S. economy on solid footing.

Our Blog

The Best Kind of Medicine–A Furry Companion

April 20, 2024

If you are or have ever been a pet owner, I probably don’t need to explain the joy of having a furry (or not so ...

Enduring Market Volatility With a Financial Plan

April 14, 2024

If you hope to retire soon and are concerned about what the future may hold for your investments, you are not alone. Inflation has many ...

Additional Resources

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

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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