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Products & Services

• About LPL Financial

Associates

• Curtis S Chen, CFP®
• Robin Kennedy
• Piming Lai, MBA

Learning Center

Calculators

• Loan Payoff
• Home Affordability
• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
• Lease Payment
• Car Affordability
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Portfolio Lifespan
• Working While Collecting Social Security Benefits
• Federal Income Tax
• Tax-Deferred Savings
• IRA Eligibility
• College Funding
• Savings Goals
• Savings Accumulation
• Taxable Equivalent Yield
• Cash Flow Analysis
• Net Worth
• Lifetime Earnings
• Life Insurance
• Life Expectancy
• Long-Term Care Self Insurance
• LTCI Cost of Waiting
• Disability Income Insurance

E-Seminars

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Wealth Preservation: Planning to Leave a Legacy
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Newsletters

• HOT TOPIC: The Fed Pivots to Fight Inflation
• 401(k) and IRA: A Combined Savings Strategy
• Charitable Giving Can Be a Family Affair
• Your Social Security Statement: What’s in It for You?
• Looking Back, Looking Forward
• Going Public: How Are Direct Listings Different from IPOs?
• HOT TOPIC: Supply-Chain Chaos: Holiday Edition
• Should You Speed Up Your Retirement Plans?
• Year-End 2021 Tax Tips
• Balancing Medicare and Work-Based Insurance
• Is Your Business Eligible for the Research and Development Tax Credit?
• Catalytic Converter Thefts Are on the Rise: Here’s Why
• HOT TOPIC: The Budget and the Debt Ceiling: Round 2
• Net Price Calculators Help Gauge College Affordability
• Is a High-Deductible Health Plan Right for You?
• Women Face Challenges in a Post-Pandemic World
• Do You Have a Tax-Smart Withdrawal Strategy?
• NFTs and Blockchain: What You Should Know About the Digital Collectibles Craze
• HOT TOPIC: Social Security’s Uncertain Future: What You Should Know
• Four Reasons to Review Your Life Insurance Needs
• Grandparent 529 Plans Get a Boost Under New FAFSA Rules
• A Map for Your Family
• Credit Scores Reach Record High
• Fund Retirement and Reward Workers with a Cash Balance Plan
• HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
• Signs of a Scam…and How to Resist It
• Child Tax Credit for 2021: Will You Get More?
• A More Affordable Life Insurance Solution
• Following the Inflation Debate
• What a Relief! Congress Acts Against Surprise Medical Bills
• HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
• Don’t Let Debt Derail Your Retirement
• International Investing: Opportunity Overseas?
• Concerned About Inflation? Consider TIPS
• Company Stock and Your Retirement Strategy
• Crisis Averted? Financial Help for Struggling Renters and Landlords
• HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
• Considerations When Making Gifts to Children
• A Steady Strategy
• Pension or Lump Sum: Which Should You Choose?
• Stock Market Risks in the Spotlight
• Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
• HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
• New Changes to College Financial Aid and Education Tax Benefits
• How Well Do You Understand Retirement Plan Rules?
• Is the Medicare Donut Hole Really Closed?
• Corporate Debt: Are Juicier Yields Worth the Extra Risk?
• Your Business: New Rules for Writing Off Restaurant Meals
• Real Estate for Income and Diversification
• Five Tips to Follow When Applying for a Mortgage
• Social Security Spousal Benefits
• Portfolios Get Personal: Growing Interest in Socially Responsible Investing
• Your Business: Minimum-Wage Laws in the Spotlight
• HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
• A Financial Wellness Plan Can Help Pave the Road to Retirement
• Four Things Investors Should Know About Stock Splits
• All-in-One Funds: Targeting Time or Risk?
• Working While Receiving Social Security Benefits
• Your Business: Reasons to Keep Personal and Business Finances Separate
• Key Retirement and Tax Numbers for 2021
• Are Value Stocks Poised for a Comeback?
• Home Sweet Home Equity
• Asset Protection: Make Sure Your Umbrella Is Big Enough
• Is Your Home Office Also a Tax Shelter?
• Sequence Risk: Preparing to Retire in a Down Market
• Watch Out for These Financial Pitfalls in the New Year
• New Fed Policy Suggests Low Rates for the Long Term
• When You Can’t Speak for Yourself
• Big Data for Smaller Players

Research Articles

• Outlook 2020 Printer-Friendly
• Outlook 2020 Executive Summary
• Outlook 2020 Client Letter
• Outlook 2020: Bringing Markets into Focus
• Outlook 2019: Institutional Publication
• Outlook 2019: FUNDAMENTAL (spreads)
• Outlook 2019: FUNDAMENTAL (printer-friendly)
• Outlook 2019 | Client Letter by John Lynch
• Client Letter: Stocks Warm Up In January | February 7, 2019
• Client Letter: "A New Year’s Perspective" by John Lynch
• Client Letter: "Recent Market Volatility" by John Lynch
• Midterms and the Markets | Client Letter by John Lynch | November 7, 2018
• Client Letter: Putting Recent Volatility in Context by John Lynch | October 11,
• Client Letter: Key Factors to Watch in Q4 | John Lynch | October 4, 2018
• Client Letter: Plenty of Positives | John Lynch | September 6, 2018
• Client Letter: "Recapping the Latest Earnings & GDP Reports" | John Lynch
• Portfolio Compass | February 20, 2019
• Portfolio Compass | January 16, 2019
• Portfolio Compass | December 19, 2018
• Portfolio Compass | November 14, 2018
• Portfolio Compass | October 17, 2018
• Portfolio Compass | September 19, 2018
• Portfolio Compass | August 15, 2018
• Portfolio Compass | July 19, 2018
• Portfolio Compass | June 13, 2018
• Portfolio Compass | May 16, 2018
• Portfolio Compass | April 18, 2018
• Weekly Market Commentary | January 18, 2022
• Weekly Market Commentary | January 10, 2022
• Weekly Market Commentary | January 3, 2022
• Weekly Market Commentary | December 27, 2021
• Weekly Market Commentary | December 20, 2021
• Outlook 2022 | Executive Summary
• Outlook 2022 | Client Letter
• Weekly Market Commentary | December 13, 2021
• Weekly Market Commentary | December 6, 2021
• Weekly Market Commentary | November 22, 2021
• Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
• Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
• Weekly Market Commentary | November 15, 2021
• Weekly Market Commentary | November 8, 2021
• Weekly Market Commentary | November 1, 2021
• Weekly Market Commentary | Oct. 25, 2021
• Weekly Market Commentary | Oct. 11, 2021 | Answering Top Debt Ceiling Questions
• Weekly Market Commentary | Oct. 4, 2021 | Early Thoughts on 2022
• Weekly Market Commentary | Oct. 18, 2021 | Q3 Earnings Preview: Less Upside
• Weekly Market Commentary | September 13, 2021
• Weekly Market Commentary | Sept. 27, 2021 | To Z Or Not To Z
• Weekly Market Commentary | August 30, 2021
• Weekly Market Commentary - September 20, 2021
• Weekly Market Commentary | August 23, 2021
• Weekly Market Commentary | August 16, 2021
• Weekly Market Commentary | August 9, 2021
• Weekly Market Commentary | August 2, 2021
• Weekly Market Commentary | July 26, 2021
• Weekly Market Commentary | Midyear Outlook 2021: Picking Up Speed
• Midyear Outlook 2021 - Client Letter
• Midyear Outlook 2021 - Picking Up Speed
• Weekly Market Commentary | July 12, 2021
• Weekly Market Commentary | June 28, 2021
• Weekly Market Commentary | June 21, 2021
• Weekly Market Commentary | June 14, 2021
• Weekly Market Commentary | June 7, 2021
• Weekly Market Commentary | May 24, 2021
• Weekly Market Commentary | May 24, 2021
• Weekly Market Commentary | May 17, 2021
• Weekly Market Commentary | May 10, 2021
• Weekly Market Commentary May 3, 2021
• Weekly Market Commentary | April 26, 2021
• Weekly Market Commentary | April 19, 2021
• Weekly Market Commentary | April 12, 2021
• Weekly Market Commentary | April 5, 2021
• Weekly Market Commentary | March 29, 2021
• Outlook 2021: Powering Forward
• Weekly Market Commentary | March 22, 2021
• Weekly Market Commentary | March 15, 2021
• Weekly Market Commentary | March 8, 2021
• Weekly Market Commentary | March 1, 2021
• Weekly Market Commentary | February 22, 2021
• Weekly Market Commentary | February 16, 2021
• Weekly Market Commentary | February 8, 2021
• Weekly Market Commentary | February 8, 2021
• Weekly Market Commentary | February 1, 2021
• Weekly Market Commentary | January 25, 2021
• Weekly Market Commentary | January 19, 2021
• Weekly Market Commentary | January 11, 2021
• Weekly Market Commentary - January 4, 2021
• Weekly Market Commentary | December 21, 2020
• Weekly Market Commentary | December 14, 2020
• Weekly Market Commentary | December 7, 2020
• Weekly Market Commentary | November 30, 2020
• Weekly Market Commentary | November 23, 2020
• Weekly Market Commentary | November 16, 2020
• Weekly Market Commentary | November 9, 2020
• Weekly Market Commentary | November 2, 2020
• Weekly Market Commentary | October 26, 2020
• Weekly Market Commentary | October 19. 2020
• Weekly Market Commentary - October 12, 2020
• Weekly Market Commentary | October 5, 2020
• Weekly Market Commentary | September 28, 2020
• Weekly Market Commentary | September 21, 2020
• Weekly Market Commentary | September 14, 2020
• Weekly Market Commentary | September 8, 2020
• Weekly Market Commentary | August 31, 2020
• Weekly Market Commentary | August 24, 2020
• Weekly Market Commentary | August 17, 2020
• Weekly Market Commentary | August 10, 2020
• Weekly Market Commentary | August 8, 2020
• Weekly Market Commentary | July 27, 2020
• Weekly Market Commentary | July 20, 2020
• Weekly Market Commentary | July 6, 2020
• Weekly Market Commentary | June 29, 2020
• Weekly Market Commentary | June 22, 2020
• Weekly Market Commentary | June 15, 2020
• Weekly Market Commentary | June 8, 2020
• Weekly Market Commentary | June 1, 2020
• Weekly Market Commentary | May 18, 2020
• Weekly Market Commentary | April 27, 2020
• Weekly Market Commentary | April 13, 2020
• Weekly Market Commentary | May 4, 2020
• Weekly Market Commentary | April 20, 2020
• Weekly Market Commentary | April 6, 2020
• Weekly Market Commentary | March 30, 2020
• Weekly Market Commentary | March 23, 2020
• Weekly Market Commentary | March 16, 2020
• Weekly Market Commentary | March 9, 2020
• Weekly Market Commentary | March 2, 2020
• Weekly Market Commentary | February 24, 2020
• Weekly Market Commentary | February 18, 2020
• Weekly Market Commentary | February 3, 2020
• Weekly Market Commentary | January 27, 2020
• Weekly Market Commentary | January 13, 2020
• Weekly Market Commentary | January 6, 2020
• Weekly Market Commentary | December 30, 2019
• Weekly Market Commentary | December 23, 2019
• Weekly Market Commentary | December 16, 2019
• Weekly Market Commentary | Week of December 2, 2019
• Weekly Market Commentary | Week of November 25, 2019
• Weekly Market Commentary | Week of November 18, 2019
• Weekly Market Commentary | November 11, 2019
• Weekly Market Commentary | Week of October 28, 2019
• Weekly Market Commentary | Week of October 21, 2019
• Weekly Market Commentary | Week of October 14, 2019
• Weekly Market Commentary | Week of October 7, 2019
• Weekly Market Commentary | September 30, 2019
• Weekly Market Commentary | Week of September 23, 2019
• Weekly Market Commentary | Week of September 16, 2019
• Weekly Market Commentary | Week of September 9, 2019
• Weekly Market Commentary | Week of September 3, 2019
• Weekly Market Commentary | Week of August 26, 2019
• Weekly Market Commentary | August 19, 2019
• Weekly Market Commentary | Week of August 12, 2019
• Weekly Market Commentary | August 5, 2019
• Weekly Market Commentary | July 29, 2019
• Weekly Market Commentary | Week of July 22, 2019
• Weekly Market Commentary | July 22, 2019
• Weekly Market Commentary | July 15, 2019
• Weekly Market Commentary | July 8, 2019
• Weekly Economic Commentary | July 8, 2019
• Weekly Market Commentary | July 1, 2019
• Weekly Market Commentary | June 17, 2019
• Weekly Economic Commentary | June 17, 2019
• Weekly Economic Commentary | June 10, 2019
• Weekly Market Commentary | June 10, 2019
• Weekly Market Commentary | Week of June 3, 2019
• Weekly Economic Commentary | Week of June 3, 2019
• Weekly Economic Commentary | Week of May 20, 2019
• Weekly Market Commentary | Week of May 20, 2019
• Weekly Economic Commentary | Week of May 27, 2019
• Weekly Market Commentary | Week of May 27, 2019
• Weekly Market Commentary | Week of May 13, 2019
• Weekly Economic Commentary | May 13, 2019
• Weekly Market Commentary | May 6, 2019
• Weekly Economic Commentary | May 6, 2019
• Weekly Market Commentary | April 29, 2019
• Weekly Market Commentary | Week of April 22, 2019
• Weekly Market Commentary | April 15, 2019
• Weekly Market Commentary | April 8, 2019
• Weekly Economic Commentary | March 11, 2019
• Weekly Market Commentary | March 4, 2019
• Weekly Market Commentary | February 25, 2019
• Weekly Economic Commentary | Week of Feb 19, 2019
• Weekly Market Commentary | February 19, 2019
• Weekly Market Commentary | February 11, 2019
• Weekly Economic Commentary | Week of February 4, 2019
• Weekly Market Commentary | February 4, 2019
• Weekly Economic Commentary | Week of Jan 28, 2019
• Weekly Market Commentary | January 28, 2019
• Weekly Market Commentary | January 22, 2019
• Weekly Economic Commentary | Week of Jan 21, 2019
• Weekly Market Commentary | January 14, 2019
• Weekly Economic Commentary | Week of Jan 14, 2019
• Weekly Economic Commentary | Week of Jan 7, 2019
• Weekly Market Commentary | January 7, 2019
• Weekly Economic Commentary | Week of December 31, 2018
• Weekly Market Commentary | December 31, 2018
• Weekly Market Commentary | December 10, 2018
• Weekly Economic Commentary | Week of Dec 10, 2018
• Weekly Market Commentary | December 3, 2018
• Weekly Economic Commentary | Week of Dec 3, 2018
• Weekly Economic Commentary | Week of Nov 26, 2018
• Weekly Market Commentary | November 26, 2018
• Weekly Economic Commentary | Week of Nov 12, 2018
• Weekly Market Commentary | November 12, 2018
• Weekly Economic Commentary | Week of Nov 5, 2018
• Weekly Market Commentary | November 5, 2018
• Weekly Market Commentary | October 29, 2018
• Weekly Economic Commentary | Week of Oct 29, 2018
• Weekly Economic Commentary | Week of Oct 22, 2018
• Weekly Market Commentary | October 22, 2018
• Weekly Economic Commentary | Week of Oct 15, 2018
• Weekly Market Commentary | October 15, 2018
• Weekly Economic Commentary | October 8, 2018
• Weekly Market Commentary | October 8, 2018
• Weekly Market Commentary | October 1, 2018
• Weekly Economic Commentary | Week of October 1, 2018
• Weekly Economic Commentary | Week of September 24, 2018
• Weekly Market Commentary | September 24, 2018
• Weekly Economic Commentary | Week of September 17, 2018
• Weekly Market Commentary | September 18, 2018
• Weekly Economic Commentary | Week of September 10, 2018
• Weekly Market Commentary | September 10, 2018
• Weekly Economic Commentary | Week of September 3, 2018
• Weekly Market Commentary | September 4, 2018
• Weekly Economic Commentary | Week of August 27, 2018
• Weekly Market Commentary | August 27, 2018
• Weekly Economic Commentary | Week of August 20, 2018
• Weekly Market Commentary | August 20, 2018
• Weekly Market Commentary | August 13, 2018
• Weekly Economic Commentary | Week of August 13, 2018
• Weekly Market Commentary | August 6, 2018
• Weekly Economic Commentary | Week of August 6, 2018
• Weekly Economic Commentary | Week of July 30, 2018
• Weekly Market Commentary | July 30, 2018
• Weekly Economic Commentary | Week of July 23, 2018
• Weekly Market Commentary | July 16, 2018
• Weekly Economic Commentary | Week of July 16, 2018
• Weekly Economic Commentary | Week of June 25, 2018
• Weekly Market Commentary | June 25, 2018
• Weekly Economic Commentary | Weekof June 18, 2018
• Weekly Market Commentary | June 18, 2018
• Weekly Economic Commentary | Week of June 11, 2018
• Weekly Market Commentary | June 11, 2018
• Weekly Economic Commentary | Week of June 4, 2018
• Weekly Economic Commentary | Week of May 29, 2018
• Weekly Economic Commentary | Week of May 21, 2018
• Weekly Economic Commentary | Week of May14, 2018
• Weekly Economic Commentary | Week of May 7, 2018
• Outlook 2022: Passing the Baton
• What Key Estate Planning Tools Should I Know About?
• How Can a Living Trust Help Me Control My Estate?
• What Are the Pitfalls of Probate?
• How Can My Gift Benefit Me and the Charity?
• What Gifting Strategies Are Available to Me?
• How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
• What Is a Required Minimum Distribution?
• What Are the Tax Benefits of Charitable Trusts?
• When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
• What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
• What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• The Value of a Bond
• What Would Happen to Your Estate?
• What Is An Annuity?

Glossary

Quote Requests

• Annuity
• Long-Term Care Insurance
• Life Insurance
• Disability Income Insurance
• 401(k) Information Request
• Information Request

Flipbooks