Financial Advisor Insights

LPL Outlook 2018

Below is a link to the Outlook of 2018, provided by LPL.Learn More »

Lewis Financial Survey for Clients

As we prepare for 2018 and with new regulations, we are asking that you take a few minutes and complete the attached Risk Profile survey. The results will help us with the implantation of your current and future investment management process. If you would like to do this in person, just call the office for an appointment. Thank you for your time.Learn More »

Weekly Market Commentary | Week of February 12, 2018

After an extraordinary two-year period of market calm, the major U.S. equity markets slipped into correction territory last week. Learn More »

Weekly Economic Commentary | Week of February 12, 2018

Low overall inflation again carried over to common Valentine‚Äôs Day gifts in 2017, with prices rising at or below the average pace. Learn More »

Do You Know Who Your Beneficiaries Are?

When was the last time you checked the beneficiary designations on your retirement plans? It's an important -- but often overlooked or forgotten -- aspect of wealth transfer. Learn More »

Bond Market Perspectives | Week of February 12, 2018

Yields have started 2018 off on a volatile note, which has been somewhat painful and disconcerting for fixed income investors. 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 »