Our first priority is our clients. With LPL's weekly commentary, we can offer insights into domestic and global financial markets, events, policy actions, and geopolitical impacts.
A new year offers a welcomed turn of the calendar and a fresh start. Managing Partner, Ian Hartley shares some remarks on remembering the progress that the U.S. economy made in 2020 as we look toward 2021.
Did you miss our 4th Quarter Educational Webcast? Learn more as we host LPL's Senior Analyst, Scott Brown as he discusses market insights on 2021 post-election policy and what we can expect in the economy, stocks, and bonds in 2021.
As always, please contact us with your retirement planning questions and investment concerns.
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LPL Research Outlook 2021: Powering Forward delivers market insights on 2021 post-election policy and what we can expect in the economy, stocks, and bonds in 2021.
View the complete publication or view the digital version.
This research material has been prepared by LPL Financial LLC. #1-05078306 (Exp. 12/21)
Did you miss our 3rd Quarter Educational Webcast? Learn more about life stages, navigating with awareness, and unique challenges.
Westgate's Managing Partner, Ian Hartley shares some remarks as LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. The Midyear Outlook 2020: The Trail to Recovery is here to guide us on the path to economic and market recovery and what to expect in the 2020 elections. Use the Executive Summary to summarize the perspective, or view the full and complete publication below.
This research material has been prepared by LPL Financial LLC. #1-05032583 (Exp. 07/21)
While we continue the fight of COVID-19, the U.S. economy appears to be turning a corner with hopes of better times ahead. Managing Partner, Ian Hartley shares some remarks.
We are encouraged by the recent strength of the financial markets as they appear to look beyond continued economic weakness.
During difficult economic times it is tempting to tap into your retirement plan for a loan or hardship withdrawal. But is it a good idea?
Did you miss our 2nd Quarter Educational Webcast? Learn more about the science behind stress, finding more positive stress, and financial fitness.
Worksheet: Stress Audit and Action Steps
An update reminder that the stock market looks ahead and to focus on the future.
An informative review on April 2020 in the U.S. Markets, World Markets, and indicators such as employment, retails sales, and Consumer Price Index.
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We recognize the concerns you may have when it comes to financial health. We have created a short recorded webinar with timely tips and actions that you can implement.
Some of the topics include:
As always, please contact us with your retirement planning concerns and investment questions.
As the battle against the COVID-19 pandemic continues, how we respond to it will determine how we beat it. Managing Partner, Ian Hartley shares some remarks.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The month of March had the market spinning rather quickly. While it may take some time for recovery, let's recap where we landed.
The CARES Act contains a few key provisions designed to assist retirement plan participants and IRA account holders. Here are some frequently asked questions regarding these key provisions.
March 27, 2020 - Passed Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”) contains some assistance for retirement plans and participants.
No matter where you are on the path to retirement, it’s important to keep the following four things in mind when the markets become painful to watch.
Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes.
How do the ups and downs of the market affect you?
When we let emotions influence our investment decisions, market ups and downs may result in many people buying high and selling low.
Our everyday lives have changed dramatically over the last few weeks as we work together to minimize the impact of the COVID-19 pandemic.
One of the most unsettling aspects of market downturns is the fact they are out of your control.