The LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is here to provide insightful commentary, economic and market guidance, and LPL Researches investment recommendations to help us navigate the year ahead.
Helpful Content
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.