RESOURCES

Financial Ink Newsletter

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ARCHIVE:

January, 2023 – Click here to view

LPL Research

Midyear Outlook – Provides LPL’s  updated views of current fundamentals and the things that should persist as shorter-term concerns fade, and emphasizes our four primary pillars for fundamental investing—policy, the economy, fixed income, and equities. As the headlines change daily, look to these pillars and our Midyear Outlook to help provide perspective on what really matters in the markets.

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ARCHIVE:

2022 – Click here to view

2021 – Click here to view

2020 – Click here to view

Quarterly Market Insight – This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.

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ARCHIVE:

Q4, 2022 – Click here to download

Q1, 2022 – Click here to download

2021 – Click here to download

2020 – Click here to download

Calculators

• Will I have enough savings and investments to support my current lifestyle when I retire, and how long will it last?
• How much will my mortgage payment be?
• Loan Comparison Calculator
• What is my credit score?
• What can my 403-b plan be worth?
• What is the impact of increasing my 401k contribution?
• How much will I get in Social Security?
• What are the current tax tables?
• How much will I owe in taxes?
• Compound Interest Calculator

The information on this webpage is not intended as tax, legal or investment advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult tax, legal or investment professionals for specific information regarding your individual situation. The information provided is for general information, and should not be considered a solicitation for the purchase or sale of any security.

Information and interactive calculators are made available t you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professions regarding all personal finance issues. 

The information being provided is strictly as a courtesy. These individuals or outside entities that you link to are not affiliated with, nor endorsed by LPL Financial. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.