What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.  


Tuesday, November 11, 2014

Wives often outlive husbands, and a Forbes post notes the key financial decisions that come with being widowed:


Tuesday, February 5, 2013

On Sunday, February 3, 2013, the Baltimore Ravens defeated the San Francisco Forty Niners 34 – 31 to win Super Bowl XLVII. The talk of the game was certainly not about great defense, however, defense spending, and its impact on the...


Tuesday, February 5, 2013

As we all know, the Groundhog Day tradition holds that when a groundhog emerges from its burrow on February 2, if the groundhog sees its shadow the cold winter weather will continue for six more weeks. If not, spring will come early....


Friday, January 25, 2013

Read our Chief Investment Officer's take on "The Twin Ceiling Conundrum: the irony that resolving the impending debt dilemma may be the catalyst to lift the market to further gains. His advice - "Stay disciplined in following your...


Thursday, January 24, 2013

Struggling to find good income investments in this market environment? It's getting tougher - check out our quarterly research report entitled "Search for Income" for insights.


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Wednesday, January 23, 2013

Check out the most recent LPL Portfolio Compass - market conditions at a glance.


Wednesday, January 23, 2013

LPL's current condition index is released with a slight downturn to 235. The CCI is a weekly measure of the conditions that underpin our outlook for the markets and economy. It provides real-time insight into the trends that shape our...


Tuesday, January 15, 2013

We're excited to announce the adoption of e-signature of documents at LPL Financial. With this new technology, we'll be able to expedite the signature of certain forms and documents via email. Our staff is currently undergoing training...


Monday, January 14, 2013

Do market cliques like "The January Effect", The Super Bowl Indicator" and others work? Take a look at our analysis and decide for yourself whether you want to pay attention to them.