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Timing Your Retirement What You Need to Know About Social Security Working With A Financial Professional Annual Review

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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Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
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.
Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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.
The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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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