LPL Financial

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Monthly Market Insights | December 2023 12/07/2023

The fears that dragged on the stock market since August evaporated in November as fresh inflation data reaffirmed continuing progress in the fight against rising prices.

Monthly Market Insights | December 2023 The Dow Jones Industrial Average gained 8.77 percent, while the Standard & Poor’s 500 Index advanced 8.92 percent. The Nasdaq Composite, which has led all year, picked up 10.70 percent.1

Saving for College 11/24/2023

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

Saving for College This calculator can help you estimate how much you should be saving for college.

Comparing Mortgage Terms 11/17/2023

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.

Diversification, Patience, and Consistency 11/10/2023

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Diversification, Patience, and Consistency Three important factors when it comes to your financial life.

Monthly Market Insights | November 2023 11/07/2023

Investors faced challenges as stocks moved lower due to multiple headwinds, including rising bond yields and geopolitical tensions. However, many remain confident as they look for initial indications of consumer strength by gauging early holiday shopping levels.

Monthly Market Insights | November 2023 Rising bond yields, geopolitical tensions, sticky inflation, and mixed earnings reports combined to push stocks lower last month.

Should I Pay Off Debt or Invest? 11/03/2023

Pay off debt or invest the money? Things to consider before you commit to either option.

Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.

A Checklist for When a Spouse or Parent Passes 10/06/2023

This piece presents an overview of fundamental steps to consider when a loved one passes.

A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes.

Quarterly Market Insights | Q3 2023 10/06/2023

Stocks faced headwinds in Q3 as bond yields rose, impacting investor sentiment. With inflation data and interest rates in focus, market watchers anticipate a potential rate hike.

Quarterly Market Insights | Q3 2023 Stocks lost a portion of their first-half gains in the third quarter as a continued tight monetary bias from the Federal Reserve sent bond yields higher, unsettling stock investors throughout August and September.

Why Everyone Needs an Estate Strategy 09/22/2023

If you don’t have an , here’s some reasons why you should.

Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should.

Earnings for All Seasons 09/15/2023

Earnings season can move markets. Find out why.

Earnings for All Seasons Earnings season can move markets. What is it and why is it important?

What Is a 1035 Exchange? 09/08/2023

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Monthly Market Insights | September 2023 09/08/2023

Despite challenges from rising yields and credit downgrades, stocks staged a late-month rally. All eyes are now on the Fed's upcoming meeting, while National Preparedness Month reminds us to get equipped for unexpected challenges.

Monthly Market Insights | September 2023 After sliding for much of last month on rising yields, credit rating downgrades, and economic weakness out of China, stocks staged a late-August rally to help trim losses.

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3837 NW Boca Raton Boulevard
Boca Raton, FL
33431