The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Other helpful resources.
Years of experience have prepared us to guide you through your life transitions.
Strategies for Managing Student Loan Debt
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. 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.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
LPL Research's Midyear Outlook 2023
LPL Research's Midyear Outlook 2023 delivers market insights on what we can expect in the economy, policy, stocks and bonds in the 2nd half of 2023.
Download LPL Research Midyear Outlook 2023
Weekly Market Commentary
Each week the LPL Financial Research team assembles thoughtful insight on market news.
Download LPL Research Weekly Market Commentary