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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
Stay informed on the things that could influence your financial picture the most. We offer research and articles.

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Happening Now
- June 2025 Client Letter | Volatility Likely to Bring Opportunities As Trade Uncertainty Continues
LPL Research discusses potential implications of latest tariff news, solid first quarter earnings results, and bond market headwinds.
- Weekly Market Commentary | Tariffs and Market Volatility Likely to Stick
LPL Research discusses recent tariff news, what direction the Trump administration might go in next, and potential market implications.
- Weekly Market Commentary | Can Earnings Catch Up to This Stock Market Rally?
LPL Research discusses first quarter's solid reporting season and why it might not offer much of a confidence boost for the rest of 2025's market […]