Market Resources

LPL Research - Ongoing posts regarding the markets and the economy.

Weekly Market Commentary - Concise educational commentary updated every Monday with insights into the markets.

Thinking of Converting Your Traditional IRA to a Roth? Now May Be the Time. - October 14, 2020 - Today's unique conditions create an opportunity to minimize the tax bite from converting.

Positive Territory August 6, 2020 - The S&P 500 Index has moved into positive territory and some data appears good, while other data remains troubling.

The LPL Research Midyear Outlook 2020: The Trail to Recovery is here to guide us on the path to economic and market recovery and what to expect in the 2020 elections. - July 15, 2020

Think Twice Before Tapping into Your Retirement Savings - June 15, 2020 - The CARES Act permits qualified individuals to take early distributions from their retirement assets; however, there may be better ways to shore up your short-term cash flow.

Helping You Survive Market Volatility During COVID-19 April 7, 2020 - To help alleviate concerns regarding your investment account, we're providing you with access to an educational flyer to help remind you that sticking to sound, fundamental investing principles and staying the course will help you get through the tough and turbulent times like we are facing now.