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Our Vision

Our Vision: "To create a firm whose services help clients, their family and friends through financial education, technology, and research by forming strategic partnerships."

Weekly Market Commentary

Stay up-to-date on the markets, the changes taking place and LPL Research's view of the effects of those changes. 

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LPL Research - Market Signals

LPL Financial’s Research department posts a weekly podcast via their YouTube channel. Feel free to explore all of Market Signals.

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Midyear Outlook

LPL Financial’s Research Midyear Outlook explores what they think is on the horizon for the remainder of the year.

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Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.
Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Macro. Market. Movers.

LPL Research provides daily commentary and breaking news updates on market-moving and economic events through the Macro Market Movers blog.

LPL Research


We are client focused. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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