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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.
Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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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