RECENT NEWS

How Tax Changes Can Affect Your 2026 Investments
on March 12, 2026 at 5:15 am
The 2026 tax landscape for investors will look different after key tax changes that went into effect last year. Here's how you might be affected.
Are you a 'hidden millionaire?'
on March 12, 2026 at 5:15 am
Most people feel “not that wealthy” even when numbers start to tell a different story. Rising costs, market volatility, and financial anxiety can crowd out financial identity. If you don’t have the time, experience, or interest to navigate your financial details, you don’t have to go it alone.
Simple Secrets to a Healthier Life
on March 12, 2026 at 5:15 am
You can pack a lot of wisdom into a few words. The New York Times spoke with doctors and other experts and offered them a challenge: Create a wellness mantra — a line or two that encapsulates a core truth about physical and mental health. Here are their words to live by.
3 lessons from investing’s Moneyball moment
on March 12, 2026 at 5:15 am
This year marks 100 years of research-quality U.S. stock market returns. How important is this centennial? The movie Moneyball provides a good example.
Most Entrepreneurs Never Practice This Skill — and It's Why They Panic Under Pressure
on March 12, 2026 at 5:15 am
Why mental and emotional rehearsal — not just strategy — determines how founders perform under pressure.

Weekly Market Commentary

Market, Stocks, and Bonds Lessons Learned from 2022 | Weekly Market Commentary | January 9, 2023

Here are some of our lessons learned from 2022. As you might imagine, inflation and the Federal Reserve are common themes throughout.

Global Portfolio Strategy | December 7, 2022

Stocks added to strong October gains in November as the S&P 500 returned 5.6% for the month, leaving the index down 13.1% year to date. The Dow Jones Industrials fared slightly better, gaining 6%, while the Nasdaq added 4.5%. The Dow, up more than 20% from its...

Client Letter | Outlook 2023: Finding Balance | December 6, 2022

LPL Research’s Outlook 2023: Finding Balance provides perspective on what’s been happening and what may lay ahead in the market, economy, and more.

Outlook 2023: Finding Balance

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.