Financial Advisor Insights

  • Midyear Outlook 2019

    LPL Research’s Midyear Outlook 2019 shares that as investors face the prospect of periodic bouts of volatility, emphasizing fundamentals will remain critical to making effective investment decisions. The midyear report provides updated views of current fundamentals and factors that should persist as shorter-term concerns fade, while emphasizing the four primary pillars for investing – policy, the economy, fixed income, and equities. Learn More ›

  • Dividend Investing: Small Payments Can Boost Returns

    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases) and dividend payments. Learn More ›

  • Quiz: Can You Answer These Social Security Benefit Questions?

    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn more. Learn More ›

  • The College Landscape After Tax Reform

    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell Education Savings Accounts, the Lifetime Learning Credit, and the student loan interest deduction, along with the taxation of tuition waivers, which are used primarily by graduate students and college employees. In the end, none of these provisions made it into the final legislation. But a few other college-related items did. These changes take effect in 2018. Learn More ›

  • What are the gift and estate tax rules after tax reform?

    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18 million in 2018 (adjusted for inflation in later years). After 2025, the exclusion is scheduled to revert to its pre-2018 level and be cut approximately in half. Otherwise, federal gift and estate taxes remain the same. Learn More ›

  • LPL Account View

    With LPL Account View, you have easy online access to current account and portfolio information, statements and trade confirmations. Learn More ›