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Does Your Portfolio Match Your Risk

     If you are one of those people whose eyes start to glass over the minute you open your brokerage statement you are not alone.  Usually all you can do is look at whether the value is more or less…

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Does Your Portfolio Match Your Risk

       If you are one of those people whose eyes start to glass over the minute you open your brokerage statement you are not alone.  Usually all you can do is look at whether the value is more or…

Read more

Watch Out For the Tax Torpedo

     Some strategies for maximizing the amount of social security benefits we can collect have recently been phased out, but that doesn't mean the decision of when to start collecting benefits is a simple one.  Retirees that begin taking social…

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Chasing Returns?

Human nature being what it is, most investors will use past performance as the deciding factor for their investment choices.  So what's the problem with that? The problem with chasing returns is that it doesn't account for volatility. Take a…

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Start Planning to Reduce Taxes Now

     Now that it's tax season, it might be a good idea to start planning to reduce taxes right now by reviewing your IRS Form 1040 with your financial advisor or tax professional.  A review of Form 1040 can reveal opportunities to save on…

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Mutual Fund Taxes Are a Drag

     An often forgotten element of mutual fund investing is that every year about this time funds will distribute capital gains and dividends to the the fund's shareholders. In some cases the capital gain distribution can be as much as…

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Second Opinion Service

          How long has it been since you've had someone who is not your current advisor review your investments? Just like medicine, sometimes it makes sense to get a second opinion about your money.  If you would like an objective, no obligation,…

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Start Planning to Reduce Taxes Now

     Now that it's tax season, it might be a good idea to start planning to reduce taxes this year right now by reviewing your IRS Form 1040 with your financial advisor or tax professional.  A review of Form 1040 can reveal opportunities to…

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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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