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

Revisiting Energy | Weekly Market Commentary | April 15, 2024
LPL explores the energy space, highlighting oil’s geopolitical risk amid an improving supply/demand backdrop, and how rate cuts could benefit the space.
What to Watch This Earnings Season | Weekly Market Commentary | April 8, 2024
LPL previews first quarter earnings season, which will be driven by an improving economic environment and significant impact from the technology sector.
Client Letter | An Excellent First Quarter for Stocks | April 5, 2024
LPL Research highlights an excellent first quarter for stocks, the latest economic data, and what that means for investors.
IPOs as a Market Tell | Weekly Market Commentary | April 1, 2024
LPL Research explores IPO market trends and what a recent uptick in activity could mean for stocks.
Navigating the Strategic Investing Landscape | Weekly Market Commentary | March 25, 2024
LPL Research discusses strategic and tactical investment processes and recap their recent strategic asset allocation change.
A Busy (and Perhaps Historic) Week for Central Banks | Weekly Market Commentary | March 18, 2024
LPL Research previews a busy week for central banks, including the Federal Reserve and the Bank of Japan, and what it could mean for interest rates.
Gold Shines Brighter Than Ever | Weekly Market Commentary | March 11, 2024
LPL Research discusses gold rallying to a record high, how global central bank demand has been a key catalyst, and how gold-related ETFs could provide support.
Global Portfolio Strategy | Fabulous February | March 6, 2024
Stocks enjoyed another month of gains in February, a positive signal for potential gains over the rest of the year.
Client Letter | Markets Warming Up | March 6, 2024
LPL Research examines fourth quarter earnings season, February's market activity, and what it could mean for March.
Global Portfolio Strategy | Upgrading Small Caps on Developing Rotation | April 5, 2024
LPL Research upgrades small caps to neutral and trims overweight to large cap growth.

Our Blog

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 ...

4 Most Common Medicare Mistakes People Make

April 7, 2024

Medicare policies are the health insurance benefits you have worked toward throughout your life, and having the proper policy is critical as you are likely ...

Additional Resources

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