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Products & Services

• About LPL Financial

Associates

• Douglas R. Sweet, CFP/CLU
• Margaret M. Schumacher
• Sheri L. Harris
• Lauren M. Hession

Learning Center

Calculators

• Loan Payoff
• Home Affordability
• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
• Lease Payment
• Car Affordability
• 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
• Roth IRA Conversion
• 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

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 — 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?
• Rules of the Rollover
• Chained CPI and Your Taxes
• Beyond Medicare: What Are Your Options?
• New Tax Breaks for Pass-Through Entities
• HOT TOPIC — Changing Market: Municipal Bonds After Tax Reform
• 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
• HOT TOPIC — Trade Tactics: New Metal Tariffs Reflect Policy Shift
• Dividend Investing: Small Payments Can Boost Returns
• Pick Your Plastic: Debit or Credit?
• Income for the Long Run
• Monetary Policy Update
• Guard Against Growing Cybersecurity Threats
• HOT TOPIC — Correction Time: The Market Takes a Hit
• 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
• Consider a Roth for Tax-Free Retirement Income
• Market Measures: Beyond the Dow
• How a Pension Could Affect Social Security Benefits
• Better Late Than Never
• Two Tax-Friendly Retirement Plans for the Self-Employed
• PPO or HDHP? Making Health Insurance Choices
• FAFSA in the Fall for Lower Stress
• Medicare Open Enrollment
• Required Minimum Distribution Rules
• Stacking Up Tax Breaks for Business Investments
• Birthday Opportunities
• New Life for Your Old Insurance Policy
• The State of State Pensions
• Bracing for Higher Rates
• Insuring a Home-Based Business
• HOT TOPIC — Brick-and-Mortar: The Precarious Fate of Traditional Retail
• Buying and Selling: Trading Basics
• Insuring Your College Student
• New Math for Social Security
• Estate Planning: Life Insurance Options for Leaving a Legacy
• Keeping Up with Quarterly Taxes
• Do You Have Enough Life Insurance?
• Deficit Trading: The Import/Export Imbalance
• ETFs or Mutual Funds: What's the Difference?
• Demographic Dilemma
• Social Media Marketing Strategies

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)
• Client Letter: "Fall Market Outlook"
• 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 | 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
• 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
• Estate Planning
• Living Trusts
• Avoiding Probate
• Charitable Giving
• Controlling the Distribution
• Paying Estate Taxes
• Benefits of A-B Trusts
• Gifting Strategies
• Charitable Lead Trusts
• Charitable Remainder Trusts
• Wealth Replacement Trusts
• Family Limited Partnerships
• Property Ownership
• History of the Federal Estate Tax
• SIMPLE IRAs
• Stretch IRAs
• IRA Rollover
• Roth 401(k)
• Profit-Sharing Plans
• Money Purchase Pension Plans
• 403(b) Plans
• Why Purchase Annuities
• Split-Annuity Strategy
• Annuity Living Benefits
• How Much Do I Need to Save?
• A New Chapter for Retirement
• 1035 Exchanges
• Unforgettable Birthdays
• Your Business and Retirement
• Planning Options
• Future of Social Security
• Social Security Income
• Self-Employed Retirement Plans
• Indexed Annuities
• Retirement Plan Distributions
• Traditional IRAs
• 401(k) Plans
• Managing Retirement Plans
• Save Now or Save Later
• Roth IRAs
• Capital Gain Tax
• Estate Tax
• Gift Tax
• Retirement Plan Limits
• Required Minimum Distributions
• Charitable Trust Tax Benefits
• Retirement Plan Taxes
• Withdrawing Before Age 59.5
• Tax Deferral
• Tax-Advantaged Investments
• Tax Deductions
• Tax-Advantaged Alternatives
• Tax Strategies for Retirement Plans
• Tax-Free Investments
• Mutual Fund Profits
• Tax-Free Insurance Upgrades
• Dividends
• Exchange-Traded Funds
• Growth Stocks vs. Value Stocks
• Mutual Fund Taxes
• Stock
• Zero-Coupon Bonds
• Diversification
• Types of Bonds
• Bonds
• Bond Ratings
• Stock Indexes
• Mutual Funds vs. Stocks
• Mutual Funds
• Closed-End Funds
• Mutual Fund Loads
• Annuities
• Fixed vs. Variable Annuities
• Investment Risks
• Asset Classes
• Asset Allocation
• College Savings Plans
• College Investment Options
• Stock and Bond Investing Alternatives
• Dollar-Cost Averaging
• 529 Plans
• Cash Management Basics
• Doubling Your Money
• Cash Management Tools
• Money Market Funds
• Managing Cash
• Biweekly Mortgages
• Reverse Mortgages
• Smart Financing Ideas
• College Financial Aid
• Savings Alternatives
• Effects of Inflation
• Home Equity Loans
• Why Purchase Life Insurance
• Annuities as an Insurance Product
• Property and Casualty Insurance
• Business Owner Policies
• Life Insurance for Business Owners
• Split-Dollar Life Insurance
• Last-Survivor Life Insurance
• Disability Income Insurance for Business Owners
• Term Life Insurance
• Whole Life Insurance
• Universal Life Insurance
• Variable Life Insurance
• Auto Insurance
• Insurance Claims
• Maximizing Your Insurance Benefits
• Insuring Your Future
• Protecting Your Home
• Assessing Disability Income Insurance
• Types of Health Coverage
• Additional Liability Coverage
• HMOs and PPOs
• Evaluating Insurance Companies
• Long-Term Care Costs
• Medicare Coverage
• Types of Life Insurance

Videos

• The Retirement Income Factor
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• Protecting Your Dependents with Life Insurance
• Behavioral Finance
• The Value of a Bond
• What Would Happen to Your Estate?

Glossary

Quote Requests

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

Market Watch

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

Flipbooks