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As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.

LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.

Research
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Happening Now
- Global Portfolio Strategy | Mixed Market Messages | March 10, 2025
LPL Research downgrades the U.S. dollar from positive to neutral as sentiment was weighed down from multiple angles and tariff and trade uncertainty […]
- Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025
LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives may diverge.
- Client Letter | Tariff Transition | March 5, 2025
LPL Research discusses the U.S. economy's expected 2% growth, robust corporate earnings, and the impact of tariffs and AI on the market.