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Products & Services

• About LPL Financial

Associates

• Clayton VandenBossche
• Dee Abernathy
• Kelly Nicewonger
• Austin Chau, CFP®
• Evan Rodzevik

Learning Center

Calculators

• Required Minimum Distributions
• Federal Income Tax
• IRA Eligibility
• Roth IRA Conversion

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Time to Get Tax-Savvy: Managing Your Tax Burden

Newsletters

• HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
• How Taxes Impact Your Retirement-Income Strategy
• A Mortgage Recast Is an Alternative to Refinancing
• Does the Social Security COLA Help If You’re Not Receiving Benefits?
• Most Grocery Shoppers Aren’t Fooled by Shrinkflation
• Cheaper Hearing Aids Are Coming to a Store Near You
• HOT TOPIC: Rescuing America’s Safety Net
• Diversifying with Market Caps
• Keep an Eye Out for IRS-Related Scams
• Social Security Offers Benefits from Birth Through Old Age
• Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
• Bear Market Emotions: Strategy vs. Reaction
• HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks
• Are You Eligible for Any of These College-Related Federal Tax Benefits?
• Time for a Spring Cleanup: Organizing Your Financial Records
• Retiring in a Down Market? Don’t Panic
• Trusts — Not Just for Estate Taxes
• Business Owners: Should You Organize as an LLC?
• HOT TOPIC: Red Ink: The Debt Ceiling and Deficit Spending
• Key Retirement and Tax Numbers for 2023
• Creating Your Own “Operation London Bridge”
• Double Up with a Spousal IRA
• When Should Young Adults Start Investing for Retirement?
• The Inflation Experience is Painful – and Personal
• HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
• Balancing Stocks and Bonds in One Fund
• Fixed for Life: What Can an Annuity Do for You?
• Three Ways to Help Simplify Your Finances
• IRA Strategies: After-Tax Money and the Pro-Rata Rule
• Small Businesses Should Prepare for Stronger Tax Enforcement
• HOT TOPIC: Is the Yield Curve Signaling a Recession?
• Stretch IRA Alternatives
• A 529 Plan Can Help Jump Start Your College Fund
• Tips for Safe Online Shopping
• Taking Control of Your Retirement Savings
• Naming a Trusted Contact
• HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
• Sectors: Overweight, Underweight, or Just Right?
• Is It Time to Buy an Electric Vehicle?
• IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
• Talk About These Money Matters Before the Wedding
• Fraudsters and Scammers Pocket Nearly $6 Billion in 2021
• HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?
• Famous People Who Died Without Proper Planning
• Retirement Savings in a Volatile Market
• New Life for Your Old Insurance Policy
• Virtual Health Care Is Here to Stay
• How Funding an HSA Could Help Strengthen Your Retirement Strategy
• HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
• Passive, Active, or Both?
• How Much Life Insurance Do You Need?
• Building Financial Resilience
• Donor-Advised Funds Combine Charitable Impact with Tax Benefits
• Small Businesses Are Short-Staffed and Overwhelmed
• HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
• Dividends for Income and Total Returns
• What the Red-Hot Job Market Means for Workers
• Preparing for a Natural Disaster
• How Life Insurance Could Help Mitigate Taxes in Retirement
• Diversifying Your Portfolio with International Flair
• Inflation Protection for Investment Dollars
• Life Insurance Living Benefits
• Uncle Sam Wants to Know About Your Gig Income
• Sticker Shock Is No Joke for Car Buyers
• Six Steps to Starting a New Business
• A Wealth of Information: How to Read a Mutual Fund Prospectus
• Should You Consider Tapping the Equity in Your Home?
• Adjusting Your Tax Withholding
• WEP and GPO Can Reduce Social Security Benefits

Research Articles

• Weekly Market Commentary | May 30, 2023
• Weekly Market Commentary | May 22, 2023
• Weekly Market Commentary | May 15, 2023
• Weekly Market Commentary | May 8, 2023
• Weekly Market Commentary | May 1, 2023
• Weekly Market Commentary | April 24, 2023
• Weekly Market Commentary | April 17, 2023
• Weekly Market Commentary | April 10, 2023
• Weekly Market Commentary | April 3, 2023
• Weekly Market Commentary | March 27, 2023
• Weekly Market Commentary | March 20, 2023
• Weekly Market Commentary | March 13, 2023
• Weekly Market Commentary | March 6, 2023
• Weekly Market Commentary | February 27, 2023
• Weekly Market Commentary | February 21, 2023
• Weekly Market Commentary | February 13, 2023
• Weekly Market Commentary | February 6, 2023
• Weekly Market Commentary | January 30, 2023
• Weekly Market Commentary | Jan. 23, 23
• Weekly Market Commentary | Jan-17-23
• Weekly Market Commentary | January 9, 2023
• Weekly Market Commentary | January 3, 2023
• Weekly Market Commentary | December 19, 2022
• Weekly Market Commentary | December 12, 2022
• Outlook 2023 | Client Letter
• Outlook 2023 | Finding Balance
• Weekly Market Commentary | December 5, 2022
• Weekly Market Commentary | November 14, 2022
• Weekly Market Commentary | November 7, 2022
• Weekly Market Commentary | Oct 31, 2022
• Weekly Market Commentary | October 24, 2022
• Weekly Market Commentary | October 17, 2022
• Weekly Market Commentary | October 10, 2022
• Weekly Market Commentary | October 03, 2022
• Weekly Market Commentary | September 26, 2022
• Weekly Market Commentary | September 19, 2022
• Weekly Market Commentary | September 12, 2022
• Weekly Market Commentary | September 06, 2022
• Weekly Market Commentary | August 29, 2022
• Weekly Market Commentary | August 22, 2022
• Weekly Market Commentary | August 15, 2022
• Weekly Market Commentary | August 8, 2022
• Weekly Market Commentary | August 1, 2022
• Weekly Market Commentary | July 25, 2022
• Weekly Market Commentary | July 18, 2022
• Midyear Outlook 2022 | Client Letter
• Midyear Outlook 2022 | Navigating Turbulence
• Weekly Market Commentary | July 5, 2022
• Weekly Market Commentary | June 27, 2022
• Weekly Market Commentary | June 21, 2022
• Weekly Market Commentary | June 13, 2022
• Weekly Market Commentary | June 6, 2022
• Weekly Market Commentary | May 16, 2022
• Weekly Market Commentary | May 9, 2022
• Weekly Market Commentary | May 2, 2022
• Weekly Market Commentary | April 25, 2022
• Weekly Market Commentary | April 18, 2022
• Weekly Market Commentary | April 11, 2022
• Weekly Market Commentary | April 4, 2022
• Weekly Market Commentary | March 21, 2022
• Weekly Market Commentary | March 14, 2022
• Weekly Market Commentary | March 7, 2022
• Weekly Market Commentary | February 28, 2022
• Weekly Market Commentary | February 22, 2022
• Weekly Market Commentary | February 14, 2022
• Weekly Market Commentary | February 7, 2022
• Weekly Market Commentary | January 31, 2022
• Weekly Market Commentary | January 24, 2022
• Weekly Market Commentary | January 18, 2022
• Weekly Market Commentary | January 10, 2022
• Weekly Market Commentary | December 27, 2021
• Weekly Market Commentary | December 20, 2021
• Outlook 2022 | Executive Summary
• Outlook 2022 | Client Letter
• Weekly Market Commentary | December 13, 2021
• Weekly Market Commentary | December 6, 2021
• Weekly Market Commentary | November 22, 2021
• Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
• Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
• Weekly Market Commentary | November 15, 2021
• Weekly Market Commentary | November 8, 2021
• Weekly Market Commentary | November 1, 2021
• Weekly Market Commentary | Oct. 25, 2021
• Weekly Market Commentary | Oct. 11, 2021 | Answering Top Debt Ceiling Questions
• Weekly Market Commentary | Oct. 4, 2021 | Early Thoughts on 2022
• Weekly Market Commentary | Oct. 18, 2021 | Q3 Earnings Preview: Less Upside
• Weekly Market Commentary | September 13, 2021
• Weekly Market Commentary | Sept. 27, 2021 | To Z Or Not To Z
• Weekly Market Commentary | August 30, 2021
• Weekly Market Commentary - September 20, 2021
• Weekly Market Commentary | August 23, 2021
• Weekly Market Commentary | August 16, 2021
• Weekly Market Commentary | August 9, 2021
• Weekly Market Commentary | August 2, 2021
• Weekly Market Commentary | July 26, 2021
• Weekly Market Commentary | Midyear Outlook 2021: Picking Up Speed
• Midyear Outlook 2021 - Client Letter
• Midyear Outlook 2021 - Picking Up Speed
• Weekly Market Commentary | July 12, 2021
• Weekly Market Commentary | June 28, 2021
• Weekly Market Commentary | June 21, 2021
• Weekly Market Commentary | June 14, 2021
• Weekly Market Commentary | June 7, 2021
• Weekly Market Commentary | May 24, 2021
• Weekly Market Commentary | May 24, 2021
• Weekly Market Commentary | May 17, 2021
• Weekly Market Commentary | May 10, 2021
• Weekly Market Commentary May 3, 2021
• Weekly Market Commentary | April 26, 2021
• Weekly Market Commentary | April 19, 2021
• Weekly Market Commentary | April 12, 2021
• Weekly Market Commentary | April 5, 2021
• Weekly Market Commentary | March 29, 2021
• Outlook 2021: Powering Forward
• Weekly Market Commentary | March 22, 2021
• Weekly Market Commentary | March 15, 2021
• Weekly Market Commentary | March 8, 2021
• Weekly Market Commentary | March 1, 2021
• Weekly Market Commentary | February 22, 2021
• Weekly Market Commentary | February 16, 2021
• Weekly Market Commentary | February 8, 2021
• Weekly Market Commentary | February 8, 2021
• Weekly Market Commentary | February 1, 2021
• Weekly Market Commentary | January 25, 2021
• Weekly Market Commentary | January 19, 2021
• Weekly Market Commentary | January 11, 2021
• Weekly Market Commentary - January 4, 2021
• Weekly Market Commentary | December 21, 2020
• Weekly Market Commentary | December 14, 2020
• Weekly Market Commentary | December 7, 2020
• Weekly Market Commentary | November 30, 2020
• Weekly Market Commentary | November 23, 2020
• Weekly Market Commentary | November 16, 2020
• Weekly Market Commentary | November 9, 2020
• Weekly Market Commentary | November 2, 2020
• Weekly Market Commentary | October 26, 2020
• Weekly Market Commentary | October 19. 2020
• Outlook 2022: Passing the Baton
• What Are Dividends?
• What Is an Exchange-Traded Fund?
• How Are Mutual Funds Taxed?
• What Is Diversification?
• What Is a Stock Index?
• How Do Mutual Funds and Stocks Differ?
• What Is a Mutual Fund?
• What Is a Closed-End Fund?
• What Investment Risks Should I Know About?
• How Can I Save for My Child’s College Education?
• 529 Lesson Plan: High Scores for 529 Plans

Videos

• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Do You Know Who Your Beneficiaries Are?

Glossary