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• About LPL Financial

Associates

• DAVID FOWLER
• EDDIE HERRERA
• CHARLIE HELM
• DIANE WHITT
• JEFF DRUMMONDS
• LESLIE VAN BRINK

Calculators

• Loan Payoff
• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Plan Early Distribution
• Personal Inflation Rate
• Retirement Portfolio Lifespan
• 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

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
• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
• Wealth Preservation: Planning to Leave a Legacy
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Newsletters

• HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
• Competing Goals: Pay Off Student Loans or Save for Retirement?
• Low-Volatility Strategies for a Less Stressful Ride
• Know Your Mutual Funds
• Insurance Strategies: Giving Old Life Insurance a New Purpose
• Weighing a Wider Range of Health Plan Options
• HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?
• Is a Roth 401(k) Right for You?
• Community Property Laws: Yours, Mine, and Ours
• Help with College: A Gift for Your Grandkids
• Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
• Reviewing Business Structure in Light of Tax Changes
• HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis
• Seven Classic Investing Quotes
• Social Security 101
• Choosing and Using a College Checking Account
• Dealing with Divorce
• Key Tax Breaks for Business Owners
• HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises
• Risk Tolerance Is About You, Not the Market
• Insurance with Potential Cash Value
• Inflation Protection for Investment Dollars
• A Map to Guide Your Family
• Family Limited Partnerships for Estate Planning Purposes
• HOT TOPIC — U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt
• ETFs on the Rise
• An Affordable Insurance Solution
• Oil Prices and the Economy
• Equity REITs and Rising Rates
• Reward Workers and Fund Retirement with a Cash Balance Plan
• HOT TOPIC — Pain at the Pump: Why Does It Cost More to Fill Your Tank?
• Indexed Annuities: Potential Gain with Some Downside Protection
• New Tax Law Expands 529 Savings Plans
• Good News, Bad News for Boomer Retirement
• Making Sense of Bond Behavior
• Two Technology Trends to Help Power Growth
• HOT TOPIC — Wage Growth: Watching for a Tipping Point
• Is Smart Beta for You?
• Chained CPI and Your Taxes
• Beyond Medicare: What Are Your Options?
• New Tax Breaks for Pass-Through Entities
• A New Look at Old Retirement Savings Guidelines
• Where There's a Will…
• The Cost of Caregiving
• A Steady Strategy
• Time to Hire? Consider the Pros and Costs
• Dividend Investing: Small Payments Can Boost Returns
• Pick Your Plastic: Debit or Credit?
• Income for the Long Run
• Guard Against Growing Cybersecurity Threats
• Four Financial Numbers You Should Know
• Phasing Out…or Practice Makes Perfect
• Do You Need an Umbrella?
• Going Public
• Preparing to Withstand the Loss of Key Players
• HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy
• Options for Inherited IRAs
• How Long Should You Keep Financial Records?
• Why Hold Money Market Mutual Funds?
• Settling an Estate
• Disaster Insurance Can Help Your Company Stay Afloat
• HOT TOPIC — Tax Reform: How Will You Be Affected?
• International Investing: Opportunities Overseas?
• An Introduction to Trusts
• Keeping Savings on Track with a Spousal IRA
• Illinois Highlights Credit Risk
• No Shortage of Liability Risks

Research Articles

• Midyear Outlook 2018: Institutional Publication
• Midyear Outlook 2018: The Plot Thickens (printer-friendly)
• Midyear Outlook 2018: The Plot Thickens (spreads)
• Outlook 2018: Institutional White Paper
• Outlook 2018: Executive Summary
• Outlook 2018: Return of the Business Cycle (spreads)
• Outlook 2018: Return of the Business Cycle (printer-friendly)
• 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
• Client Letter: "Opportunity Amidst Seasonal Weakness" | May 2018 | John Lynch
• Client Letter: Fed Move Suggests Economy Is On Track | March 22, 2018
• Client Letter: Volatility During Healthy Markets | February 6, 2018
• "Return of the Business Cycle" | Outlook 2018 | John Lynch
• Midyear Outlook 2018: Client Letter
• 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
• Portfolio Compass | March 14, 2018
• Portfolio Compass | February 14, 2018
• Portfolio Compass | January 17, 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
• Bond Market Perspectives | August 21, 2018
• Bond Market Perspectives | August 21, 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
• Bond Market Perspectives | August 7, 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
• Bond Market Perspectives | July 24, 2018
• Weekly Economic Commentary | Week of July 23, 2018
• Weekly Market Commentary | July 23, 2018
• Bond Market Perspectives | July 17, 2018
• Weekly Market Commentary | July 16, 2018
• Weekly Economic Commentary | Week of July 16, 2018
• Bond Market Perspectives | June 26, 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
• Bond Market Perspectives | June 12, 2018
• Weekly Economic Commentary | Week of June 11, 2018
• Weekly Market Commentary | June 11, 2018
• Bond Market Perspectives | June 5, 2018
• Weekly Market Commentary | June 4, 2018
• Weekly Economic Commentary | Week of June 4, 2018
• Bond Market Perspectives | May 29, 2018
• Weekly Market Commentary | May 29, 2018
• Weekly Economic Commentary | Week of May 29, 2018
• Bond Market Perspectives | May 22, 2018
• Weekly Economic Commentary | Week of May 21, 2018
• Weekly Market Commentary | Week of May 21, 2018
• Bond Market Perspectives | Week of May 14, 2018
• Weekly Economic Commentary | Week of May14, 2018
• Weekly Market Commentary | May 14, 2018
• Bond Market Perspectives | May 8, 2018
• Weekly Economic Commentary | Week of May 7, 2018
• Weekly Market Commentary | May 7, 2018
• Bond Market Perspectives | May 1, 2018
• Weekly Economic Commentary | Week of April 30, 2018
• Weekly Market Commentary | April 30, 2018
• Weekly Market Commentary | April 23, 2018
• Bond Market Perspectives | April 24, 2018
• Weekly Economic Commentary | April 23, 2018
• Bond Market Perspectives | April 17, 2018
• Weekly Market Commentary | April 16, 2018
• Weekly Economic Commentary | April 16, 2018
• Market Insight Quarterly | First Quarter 2018
• Bond Market Perspectives | April 10, 2018
• Weekly Economic Commentary | April 9, 2018
• Weekly Market Commentary | April 9, 2018
• Bond Market Perspectives | April 3, 2018
• Weekly Economic Commentary | April 2, 2018
• Weekly Market Commentary | April 2, 2018
• Bond Market Perspectives | March 27, 2018
• Weekly Market Commentary | March 26, 2018
• Weekly Economic Commentary | March 26, 2018
• Bond Market Perspectives | March 20, 2018
• Weekly Economic Commentary | March 19, 2018
• Weekly Market Commentary | March 19, 2018
• Bond Market Perspectives | March 13, 2018
• Weekly Economic Commentary | March 12, 2018
• Weekly Market Commentary | March 12, 2018
• Bond Market Perspectives | March 6, 2018
• Weekly Economic Commentary | March 5, 2018
• Weekly Market Commentary | March 5, 2018
• Weekly Market Commentary | February 26, 2018
• Bond Market Perspectives | February 27, 2018
• Weekly Economic Commentary | February 26, 2018
• Weekly Economic Commentary | February 20, 2018
• Weekly Market Commentary | February 20, 2018
• Bond Market Perspectives | February 20, 2018
• Bond Market Perspectives | February 13, 2018
• Weekly Market Commentary | February 12, 2018
• Weekly Economic Commentary | February 12, 2018
• Bond Market Perspectives | February 6, 2018
• Weekly Market Commentary | February 5, 2018
• Weekly Economic Commentary | February 5, 2018
• Weekly Economic Commentary | January 29, 2018
• Weekly Market Commentary | January 29, 2018
• Bond Market Perspectives | January 23, 2018
• Weekly Economic Commentary | January 22, 2018
• Weekly Economic Commentary | January 22, 2018
• Weekly Market Commentary | January 16, 2018
• Weekly Economic Commentary | January 16, 2018
• Bond Market Perspectives | January 16, 2018
• Bond Market Perspectives | January 9, 2018
• Weekly Market Commentary | January 8, 2018
• Weekly Economic Commentary | January 8, 2018
• Weekly Economic Commentary | January 2, 2018
• Weekly Market Commentary | January 2, 2018
• Bond Market Perspectives | January 2, 2018
• Bond Market Perspectives | January 30, 2018
• Living Trusts
• Avoiding Probate
• Benefits of A-B Trusts
• Charitable Remainder Trusts
• SIMPLE IRAs
• Roth 401(k)
• Profit-Sharing Plans
• 403(b) Plans
• Why Purchase Annuities
• Annuity Living Benefits
• How Much Do I Need to Save?
• A New Chapter for Retirement
• 1035 Exchanges
• Your Business and Retirement
• Future of Social Security
• Social Security Income
• Self-Employed Retirement Plans
• Retirement Plan Distributions
• Traditional IRAs
• 401(k) Plans
• Save Now or Save Later
• Roth IRAs
• Estate Tax
• Gift Tax
• Retirement Plan Limits
• Required Minimum Distributions
• Charitable Trust Tax Benefits
• Retirement Plan Taxes
• Tax-Advantaged Investments
• Tax Deductions
• Tax-Advantaged Alternatives
• Tax Strategies for Retirement Plans
• Mutual Fund Profits
• Tax-Free Insurance Upgrades
• Dividends
• Exchange-Traded Funds
• Growth Stocks vs. Value Stocks
• Mutual Fund Taxes
• Diversification
• Types of Bonds
• Mutual Funds vs. Stocks
• Annuities
• Fixed vs. Variable Annuities
• Investment Risks
• Dollar-Cost Averaging
• Cash Management Basics
• Doubling Your Money
• Money Market Funds
• Managing Cash
• Biweekly Mortgages
• College Financial Aid
• Effects of Inflation
• Why Purchase Life Insurance
• Annuities as an Insurance Product
• Property and Casualty Insurance
• Life Insurance for Business Owners
• Last-Survivor Life Insurance
• Term Life Insurance
• Whole Life Insurance
• Maximizing Your Insurance Benefits
• Insuring Your Future
• Protecting Your Home
• Types of Health Coverage
• Additional Liability Coverage
• HMOs and PPOs
• Long-Term Care Costs
• Medicare Coverage

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• Inflation: The Sneaky Thief
• How Pre-Tax Contributions Affect Your Paycheck
• 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
• Tax Reform: Changes for Individuals
• The Pros and Cons of a Big Tax Refund
• Tax Reform: Changes for Businesses
• Going Public: Investing in IPOs
• Wage Growth: Watch for a Tipping Point
• Trade Tariffs
• The Retirement Income Factor
• American Tax Burden
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• Protecting Your Dependents with Life Insurance
• The Value of a Bond
• What Would Happen to Your Estate?
• What Is An Annuity?
• Bringing Up Baby

Glossary

Quote Requests

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

Market Watch

• Market Watch
• Detailed Quotes
• Symbol Lookup
• Multi Quote
• Markets at a Glance
• Charting
• Portfolios

Flipbooks