LPL Financial

LPL Financial

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Operating as usual


Don't Just Say It, Do It - Start Saving (Infographic) Different life milestones require updated investment strategies. Learn how to start saving. 05/13/2015

Market Week: May 11, 2015 Buoyed by generally encouraging labor data, leading equity benchmarks enjoyed a major rally on Friday, overcoming an otherwise sluggish week. While the Dow's gains exceeded those of the S&P 500, both indexes outperformed the Nasdaq. After dipping below 18000 during the week, the Dow closed at 18191,…


"Earning Recap: Good Enough?" | May 11, 2015 | Weekly Market Commentary "Healthcare led the upside, followed by energy, technology, and financials, while industrials struggled."


"Watching Wages" | Weekly Economic Commentary | May 11, 2015 "Our view remains that the Fed may begin to hike rates in late 2015. " 05/08/2015

Annuities and Retirement Planning If you've maxed out your contributions to an IRA or employer-sponsored retirement plan, consider adding an annuity to your list of retirement investments. An annuity is a tax-deferred investment contract in which you invest either a lump sum or a series of contributions. The annuity issuer promises…


"Consumer Consistency" | Weekly Economic Commentary | May 04, 2015 "Stubbornly weak wage and income growth, which has a significant impact on consumer spending, remain key constraints on spending."


"Emerging Markets May Make A Good Draft Pick To Add To Portfolios" | May 04, 2015 | Weekly... "We believe emerging markets (EM) score well when evaluated along some of the same criteria that NFL football teams use to assess potential draft picks: speed, strength, value, upside potential, and ... 05/01/2015

Balancing a Retirement Portfolio with Asset Allocation The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it's even more important, since the mix of various types of investments accounts for most of the ups and downs of a portfolio's return. Each type of investment, or ass… 04/30/2015

Market Update: Wednesday, April 29, 2015 S&P 500 climbs as earnings overcome mixed economic data. A busy day of earnings leaned market positive, while a decline in consumer confidence was offset by strong home price data. Gains were b...


"Risk Marches On" | April 27, 2015 | Weekly Market Commentary "Investors continued to embrace risk this past week as the Nasdaq reached a new high while peripheral European bonds and emerging market equities rallied."


"A Weak Week?" | Weekly Economic Commentary | April 27, 2015 "First quarter economic weakness will likely get plenty of attention this week, when the initial estimate of Q1 2015 GDP is expected to confirm tepid growth during the quarter." 04/27/2015

529 Plans and Estate Planning 529 Plans and Estate Planning In addition to their primary use as a college savings vehicle, 529 plans are increasingly being used for another purpose--estate planning. This estate planning use has emerged thanks to special tax rules surrounding lump-sum contributions to 529 plans, combined with the… 04/24/2015

Investing Basics and Your Retirement Saving and Investing Wisely for Retirement The more you can save for retirement, the better your chances of retiring comfortably. More Details 04/23/2015

Corrections Can Be Rare in Long Bull Markets 04/22/2015

Market Update: Wednesday, April 22, 2015 Major indexes mixed on tepid day of earnings as oil stalls. Earnings-driven losses may have contributed to downward equity momentum yesterday after three of the four Dow components reporting (Trave...


"Beige Book: Window On Main Street" | Weekly Economic Commentary | April 20, 2015 "The latest Beige Book suggests that the U.S. economy is still growing at a pace that is at or above its long-term trend, and that some upward pressure on wages is beginning to emerge."


"Sizing Up Small Caps" | April 20, 2015 | Weekly Market Commentary "The Russell 2000 Index hit a fresh all-time high last week (on tax day, April 15, 2015) and has outpaced large caps by 205 basis points (2.05%) year to date." 04/20/2015

When Your Child Asks for a Loan, Should You Say Yes? (Apr) You raised them, helped get them through school, and now your children are on their own. Or are they? Even adult children sometimes need financial help. But if your child asks you for a loan, don't pull out your checkbook until you've examined the financial and emotional costs. 04/17/2015

Investing Basics Saving and Investing Wisely The first step in investing is to secure a strong financial foundation. More Details 04/16/2015

U.S. Dollar Track Record As Stock Market Signal Is Mixed


"China: New Year, New Opportunity?" | April 13, 2015 | Weekly Market Commentary "Regardless of whether China hits its 7% GDP target for Q1, its stock market has already been positive so far this year."


"Gauging Global Growth: An Update for 2015 & 2016" | Weekly Economic Commentary | April 13, 2015 "The market continues to expect that global GDP growth will accelerate in 2015, 2016, and 2017, aided by lower oil prices and stimulus from the BOJ and the ECB, two of the three leading central banks ... 04/08/2015

I owe a large amount of money to the IRS. Can I pay what I owe in installments? (Apr) If you are in the unenviable position of owing a large amount of money to the IRS, you may be able to pay what you owe through an installment agreement with the IRS.


"Earnings Recession?" | April 06, 2015 | Weekly Market Commentary "First quarter 2015 earnings may produce the first year-over-year decline since the financial crisis due to the drags of low oil prices and the strong dollar."


"Words With Friends" | Weekly Economic Commentary | April 06, 2015 "Examining the number of mentions of certain buzzwords across news stories, we see a pattern of spikes that are followed by consistent declines over time." 04/02/2015

Not All Bond Sectors Are Alike During Periods of Rising Rates 04/01/2015

Balancing Your Investment Choices with Asset Allocation A chocolate cake. Pasta. A pancake. They're all very different, but they generally involve flour, eggs, and perhaps a liquid. Depending on how much of each ingredient you use, you can get very different outcomes. The same is true of your investments. Balancing a portfolio means combining various typ…


"Market’s March Madness" | March 30, 2015 | Weekly Market Commentary "With the NCAA Final Four set, we share our own Final Four for stock market investing: economy, earnings, technicals, and valuations."


"March Employment Report Preview" | Weekly Economic Commentary | March 30, 2015 "We continue to expect the broad economy could potentially create between 225,000 and 250,000 net new jobs per month in 2015." 03/30/2015 03/27/2015

Active vs. Passive Portfolio Management One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment in selecting individual securitie… 03/26/2015

Is there a new one-rollover-per-year rule for 2015? (Mar) The IRS has adopted a stricter interpretation of the one-rollover-per-year rule, starting in 2015. 03/25/2015

How much can I contribute to my IRA in 2015? (Mar) The combined amount you can contribute to your traditional and Roth IRAs remains at $5,500 for 2015, $6,500 if you're 50 or older.


"Forecast For Clear Skies" | Weekly Economic Commentary | March 23, 2015 "The outcome of last week’s FOMC meeting confirmed our long-held view that the Fed would keep rates "lower for longer.""


"The Dollar's Ripple Effect" | March 23, 2015 | Weekly Market Commentary "Using intermarket analysis is important to reduce the risk of missing vital directional clues within the financial markets."



Fairfax, VA

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm
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