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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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Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.
The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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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