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Why Stay Invested – In Bonds

You may have noticed that the Bloomberg Aggregate Bond Index is off to one of it's worst starts of any year in the history of the index. Although bonds have been universally accepted as an essential element of investment portfolios…

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Why Stay Invested?

If you are still not convinced that trying to time the market is an unwinnable strategy, you don't need to go much farther back than the last few weeks. After a 15% decline the third week of March, the S&P…

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Socially Responsible Investing Part Two

When I first wrote about socially responsible investing in 2015, it was an idea that was just beginning to take hold. Now referred to as Sustainable or ESG (Environmental, Social and Corporate Governance) investing, it has become a real thing.…

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Outlook 2020

Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy.  AT LPL RESEARCH, as we look forward to the year 2020 and a new decade, some key trends and market signals will be important to watch, including progress…

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The Price Caregivers Pay

     November is Long Term Care (LTC) Awareness Month.  For many people, the idea that they will need long term care is never really considered.  When it is, the discussion about LTC most often revolves around the cost of insurance…

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Medicare ABCs

In 2019 is estimated by the Centers for Medicaid & Medicare Services that about 60 million seniors are enrolled in Medicare Part A or B with 38 million in original Medicare and 22 million enrolled in Medicare Advantage plans.  With…

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Health Savings Account Basics

Since health insurance deductibles have risen to such high levels, it makes more sense than ever to consider the Health Savings Account (HSA) as part of your financial plan.  HSAs have some real advantages to other other tax favored healthcare…

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Pros and Cons of a 401k Rollover

Today it is rare that a person will work for the same employer their whole career.  And, the number of people reaching retirement age is growing each year.  This means that, at some time or another, many will need to…

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The New Estate Planning

Before the Federal gift and estate tax credit grew to its current $5.49 million, avoiding estate taxes was the primary goal of individuals and couples of even modest wealth.  Today, many who might have already had an estate plan in…

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About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 400 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Jones & Company and LPL Financial are separate companies.

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