Articles

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Market Commentary

Estates & Trusts

What Key Estate Planning Tools Should I Know About?

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Retirement

What Is a 403(b) Plan?

A 403(b) plan is a tax-deferred retirement savings plan that can only be offered by a 501(c)(3) tax-exempt entity.
What Is a Traditional IRA?

If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.
What Is a 401(k) Plan?

401(k) employer-sponsored retirement plans have many benefits, including that the funds accumulate tax-deferred.

Tax Planning

How Can I Benefit from Tax-Advantaged Investments?

Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.

Investing

What Is Asset Allocation?

Asset allocation is a method used to help manage investment risk; it does not guarantee a profit or protect against investment loss.
What College Investment Options Do I Have?

Starting to invest early for college and remaining consistent can help investors reach their goals.

Cash Management

What Are Some Tips for Managing My Money?

A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
What Cash Management Tools Are Available?

Short-term cash management instruments can help you establish a sound cash management program.

Risk Management

What Are the Basic Types of Life Insurance?

When selecting a life insurance policy, examine all your options, as well as the positives and negatives of each type.

Weekly Market Commentary

Weekly Market Commentary | September 30, 2024

LPL Financial

Address:

Phone:

Fax/Other:

E-mail:

Articles

Market Commentary

Estates & Trusts

What Key Estate Planning Tools Should I Know About?

Retirement

What Is a 403(b) Plan?

What Is a Traditional IRA?

What Is a 401(k) Plan?

Tax Planning

How Can I Benefit from Tax-Advantaged Investments?

Investing

What Is Asset Allocation?

What College Investment Options Do I Have?

Cash Management

What Are Some Tips for Managing My Money?

What Cash Management Tools Are Available?

Risk Management

What Are the Basic Types of Life Insurance?

Weekly Market Commentary