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Eighty percent of Americans agree they would benefit from having basic financial education and information.1
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
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New Articles
Bond Market Perspectives | Week of January 30, 2012
Weekly Market Commentary | January 30, 2012
Current Conditions Index | Week of January 30, 2012
Weekly Economic Commentary | January 30, 2012
The Search for Income | Fourth Quarter 2011
Portfolio Compass | January 25, 2012
Current Conditions Index | January 25, 2012
Bond Market Perspectives | January 24, 2012
Weekly Economic Commentary | January 23, 2012
Weekly Market Commentary | January 23, 2012
2011: Volatility and Resiliency | Client Letter by Burt White
Current Conditions Index | January 18, 2012
Bond Market Perspective | January 17, 2012
Weekly Economic Commentary | January 17, 2012
Weekly Market Commentary | January 17, 2012
Portfolio Compass | Junauary 11, 2012
Current Conditions Index | January 11, 2012
Bond Market Perspectives | January 10, 2012
Weekly Market Commentary | January 9, 2012 | PDF
Market Insight | Q4 2011 Review
Current Conditions Index | January 4, 2012
Bond Market Perspective | January 3, 2012
Weekly Economic Commentary | January 3, 2012
Bond Market Perspectives | January 3, 2011
Portfolio Compass| December 28, 2011
Current Conditions Index | December 28, 2011
Current Conditions Index | December 21, 2011
Bond Market Perspectives | December 20, 2011
Weekly Economic Commentary | December 19, 2010
Weekly Market Commentary | December 19, 2011
Portfolio Compass | December 14, 2011
Current Conditions Index | December 14, 2011 030441
Bond Market Perspectives | December 13, 2011
Weekly Economic Commentary | December 12, 2011
Weekly Market Commentary | December 12, 2011
Current Conditions Index | December 7, 2011
Bond Market Perspectives | December 6, 2011
Weekly Economic Commentary | December 5, 2011
Weekly Market Commentary | December 5, 2011
"Volatility May Create Opportunity", by Jeff Kleintop | November 30, 2011
2012 Outlook
Portfolio Compass | November 30, 2011
Current Conditions Index | November 30, 2011
Current Conditions Index | November 30, 2011
Bond Market Perspectives | November 29, 2011
Bond Market Perspectives | November 29, 2011
Overview: Sector Strategy
Weekly Economic Commentary | November 28, 2011
Weekly Market Commentary | November 28, 2011
Current Conditions Index | November 23, 2011
Bond Market Perspectives | November 22, 2011
Weekly Economic Commentary | November 21, 2011
Weekly Market Commentary | November 21, 2011
Current Conditions Index | November 16, 2011
Bond Market Perspectives | November 15, 2011
Weekly Economic Commentary | November 14, 2011
Weekly Market Commentary | November 14, 2011
Portfolio Compass | November 9, 2011
Compass Points | November 9, 2011
Current Conditions Index | November 9, 2011
Weekly Economic Commentary | November 7, 2011
Weekly Market Commentary | November 7, 2011
The Search for Income | Third Quarter 2011
Current Conditions Index | November 2, 2011
Weekly Economic Commentary | October 31, 2011
Weekly Market Commentary | October 31, 2011
Client Letter by Jeff Kleintop | European Rescue Package | October 2011
Strategic Insights | October 2011
Portfolio Compass | October 26, 2011
Current Conditions Index | October 26, 2011
Bond Market Perspectives | October 25, 2011
Weekly Economic Commentary | October 24, 2011
Weekly Market Commentary | October 24, 2011
Current Conditions Index | October 19, 2011
Bond Market Perspectives | October 18, 2011
Weekly Economic Commentary | October 17, 2011
Weekly Market Commentary | October 17, 2011
Compass Points | October 13, 2011
Portfolio Compass | October 12, 2011
Current Conditions Index | October 12, 2011
Bond Market Perspectives | October 11, 2011
Weekly Economic Commentary | October 10, 2011
Weekly Market Commentary | October 10, 2011
Market Insight | Q3 2011 Review
Current Conditions Index | October 5, 2011
Bond Market Perspectives | October 4, 2011
Weekly Market Commentary | October 3, 2011
Weekly Economic Commentary | October 3, 2011
Compass Points | September 28, 2011
Portfolio Compass | September 28, 2011
Current Conditions Index | September 28, 2011
Bond Market Perspectives | September 27, 2011
The White Paper, "What To Do With That Rock" | September 2011
Weekly Economic Commentary | September 26, 2011
Weekly Market Commentary | September 26, 2011
Clint Letter | September 21, 2011
Current Conditions Index | September 21, 2011
Current Conditions Index | September 21, 2011
Current Conditions Index | September 21, 2011
Bond Market Perspectives | September 20, 2011
Weekly Economic Commentary | September 19, 2011
Weekly Market Commentary | September 19, 2011
Portfolio Compass | September 14, 2011
Compass Points | September 14, 2011
Current Conditions Index | September 14, 2011
Bond Market Perspectives | September 13, 2011
Weekly Market Commentary | September 12, 2011
Weekly Economic Commentary | September 12, 2011
LPL Market Letter | September 9, 2011 | September 11: A Decade Later
Current Conditions Index 9-7-11
Weekly Economic Commentary 9-6-11
Bond Market Perspectives 9-6-11
Weekly Market Commentary 9-6-11
Compass Points 8-31-11
Portfolio Compass 8-31-11
Portfolio Compass 8-31-11
Current Conditions Index 8-31-11
Bond Market Perspectives 8-30-11
Weekly Market Commentary 8-29-11
Weekly Market Commentary 8-22-11
Current Conditions Index 8-24-2011
Bond Market Perspectives | August 23, 2011
Bond Market Perspectives 8-23-11
Weekly Economic Commentary 8-22-11
Current Conditions Index | August 17, 2011
Compass Points | August 17, 2011
Portfolio Compass | August 17, 2011
Bond Market Perspectives | August 16, 2011
Weekly Market Commentary 8-15-11
Current Conditions Index 8-10-11
Bond Market Perspectives 8-9-11
Weekly Market Commentary 8-8-11
Weekly Market Commentary 8-8-11
Client Letter 8-8-2011
Client Letter by Burt White "Weathering the Volatility" | August 5, 2011
Weekly Market Commentary 8-1-11
Current Conditions Index | August 3, 2011
Bond Market Perspectives | August 2, 2011
“Debt Ceiling Raised” Client Letter by Jeff Kleintop
Weekly Economic Commentary 8-1-11
Weekly Market Commentary 08-01-11
Compass Points 7-27-11
Portfolio Compass 7-27-11
Client Letter 7-27-11
Current Communications Index 7-27-11
Search For Income | July 2011
Bond Market Perspectives 7-26-11
Weekly Market Commentary 7-25-11
Weekly Economic Commentary 7/25/11
Weekly Economic Commentary 7/25/11
Thematic Insights | July 2011
Current Conditions Index 7-20-11
Bond Market Perspectives 7-19-11
Weekly Market Commentary 7-18-11
Weekly Economic Commentary 7-18-11
Compass Points 7-13-11
Current Conditions Index 7-13-11
Current Conditions Index 7-13-11
Portfolio Compass 7-13-11
Bond Market Perspectives 7-12-11
Weekly Economic Commentary 7-11-11
Weekly Market Commentary 7-11-11
Market Insight - Q2 2011 Review
Current Conditions Index 7-6-11
Weekly Economic Commentary 7-5-2011
Weekly Market Commentary 7-5-11
2011 Mid-Year Outlook
Current Conditions Index 6-29-11
Bond Market Perspectives 6-28-11
Weekly Market Commentary 6-27-11
Weekly Economic Commentary 6-27-11
Weekly Economic Commentary 6-27-11
Compass Points 6-23-11
Portfolio Compass 6-22-11
Current Conditions Index 6-22-11
Bond Market Perspectives 6-21-11
Client Letter 6-21-2011
Weekly Economic Commentary 6-20-11
Weekly Market Commentary 6-20-11
Current Conditions Index 6-15-11
Bond Market Perspectives 6-14-11
Weekly Economic Commentary 6-13-11
Weekly Market Commentary 6-13-11
Weekly Market Commentary 6-13-11
Weekly Market Commentary 6-13-11
Compass Points 6-9-11
Portfolio Compass 6-8-11
Current Conditions Index 06-8-2011
Current Conditions Index 6-8-11
Bond Market Perspectives 6-7-11
Weekly Economic Commentary 6-6-11
Weekly Market Commentary 6-6-11
Bond Market Perspectives 5-31-11
Weekly Market Commentary 5-31-11
Weekly Economic Commentary 5-31-11
Thematic Insights May 2011
Compass Points 5-26-11
Portfolio Compass 5-25-11
Current Conditions Index 5-25-11
Weekly Economic Commetary 5-23-11
Weekly Market Commentary 5-23-11
Sector Strategy Q2 2011
Client letter: Volatility May 2011
Current Conditions Index 5-18-11
Bond Market Perspectives 5-17-11
Weekly Market Commentary 5-16-11
Weekly Economic Commentary 5-16-11
Portfolio Compass 5-11-11
Compass Points 5-11-11
Compass Points 5-11-11
Current Conditions Index 5-11-11
Bond Market Perspectives 5-10-11
Weekly Market Commentary 5-9-11
Weekly Economic Commentary 05-09-11
Current Conditions Index 5/4/11
Bond Market Perspectives 5-3-11
Bond Market Perspectives 5-3-11
Weekly Economic Commentary 5-2-11
Weekly Economic Commentary 5-2-11
Weekly Market Commentary 05-02-11
Search For Income April 2011
Bond Market Perspectives 4-26-11
Compass Points 4-27-11
Compass Points 4-27-11
Portfolio Compass 04-27-11
Current Conditions Index 4-27-11
Weekly Economic Commentary 4-25-11
Weekly Economic Commentary 04-25-11
Thematic Insights 04-21-11
Current Conditions Index 4-20-11
Current Conditions Index 4-20-11
Bond Market Perspectives 4-19-11
Weekly Economic Commentary 4-18-2011
Weekly Market Commentary 3-18-11
Portfolio Compass 04-13-11
Compass Points 04-13-11
Current Conditions Index 04-13-11
Bond Market Perspectives 04-12-11
Weekly Market Commentary 04-11-11
Weekly Economic Commentary 04-11-2011
Market Insight | Q1 2011 Review
Market Insight Client Letter Q2 2011
Current Conditions Index 4-6-11
Bond Market Perspectives 04-05-11
Weekly Economic Commentary 04-04-11
Weekly Market Commentary 04-04-2011
Compass Points 03-30-2011
Current Conditions Index 3-30-11
Bond Market Perspectives 03-29-11
Weekly Economic Commentary 03-28-11
Weekly Market Commentary 03-28-11
Current Conditions Index 03-23-11
Bond Market Perspectives 03-22-11
Weekly Market Commentary 03-21-11
Weekly Economic Commentary 03-21-11
Compass Points 03-17-11
Portfolio Compass 03-16-11
Current Conditions Index 03-16-11
Client Letter 03-16-2011
Bond Market Perspectives 03-15-11
Weekly Economic Commentary 03-14-11
Weekly Market Commentary 03-04-11
Current Conditions Index 03-09-11
Bond Market Perspectives 03-08-2011
Weekly Economic Commentary 3-7-11
Weekly Market Commentary 3-7-11
Portfolio Compass 3-2-11
Current Conditions Index 03-02-11
Bond Market Perspectives 03-01-11
Weekly Market Commentary 02-28-11
Weekly Economic Commentary 02-28-11
Current Conditions Index 2-23-11
Weekly Market Commentary 02-22-11
Weekly Economic Commentary 02-22-11
Portfolio Compass 02-16-11
Weekly Market Commentary 02-14-11
Current Conditions Index 2-9-11
Client Letter "Early 2011 Markets"
Sector Strategy Q1 2011
Weekly Economic Commentary 2-7-11
Thematic Insights 02-04-11
Search For Income January 2011
LPL Client Letter 02-03-11
Compass Points 2-02-11
Compass Points 2-02-11
Portfolio Compass 02-02-11
Moving Beyond the Numbers- LPL Financial Research
Advancing Your Perspective - LPL Financial Research
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Market Commentary
Weekly Market Commentary | January 3, 2012
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Estates & Trusts
Estate Planning
Living Trusts
Avoiding Probate
Charitable Gifts
Controlling the Distribution
Paying Estate Taxes
Benefits of A-B Trusts
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
Property Ownership
History of the Federal Estate Tax
Retirement
How Much Do I Need to Save?
A New Chapter for Retirement
SIMPLE IRAs
Stretch IRAs
IRA Rollover
Roth 401(k)
Profit-Sharing Plans
Money Purchase Pension Plans
403(b) Plans
Why Purchase Annuities
Split-Annuity Strategy
Annuity Living Benefits
1035 Exchanges
Unforgettable Birthdays
Your Business and Retirement
Planning Options
Future of Social Security
Social Security Income
Self-Employed Retirement Plans
Equity-Indexed Annuities
Retirement Plan Distributions
Traditional IRAs
401(k) Plans
Managing Retirement Plans
Save Now or Save Later
Roth IRAs
Tax Planning
Capital Gains Tax
Estate Tax
Gift Tax
Retirement Plan Limits
Required Minimum Distributions
Charitable Trust Tax Benefits
Retirement Plan Taxes
Withdrawing Before Age 59.5
Tax Deferral
Tax-Advantaged Investments
Tax Deductions
Tax-Advantaged Alternatives
Tax Strategies for Retirement Plans
Tax-Free Investments
Mutual Fund Profits
Tax-Free Insurance Upgrades
Investing
Dividends
Exchange-Traded Funds
Growth Stocks vs. Value Stocks
Mutual Fund Taxes
Stock
Zero-Coupon Bonds
Diversification
Types of Bonds
Bonds
Bond Ratings
Stock Indexes
Mutual Funds vs. Stocks
Mutual Funds
Closed-End Funds
Mutual Fund Loads
Annuities
Fixed vs. Variable Annuities
Investment Risks
Asset Classes
Asset Allocation
College Savings Plans
College Investment Options
Stock and Bond Alternatives
Dollar-Cost Averaging
529 Plans
Cash Management
Cash Management Basics
Doubling Your Money
Cash Management Tools
Money Market Funds
Managing Cash
Biweekly Mortgages
Reverse Mortgages
Smart Financing Ideas
College Financial Aid
Savings Alternatives
Effects of Inflation
Home Equity Loans
Risk Management
Why Purchase Life Insurance
Annuities as an Insurance Product
Property and Casualty Insurance
Business Owner Policies
Life Insurance for Business Owners
Split-Dollar Life Insurance
Last-Survivor Life Insurance
Disability Income Insurance for Business Owners
Types of Life Insurance
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Auto Insurance
Insurance Claims
Maximizing Your Insurance Benefits
Insuring Your Future
Protecting Your Home
Assessing Disability Income Insurance
Types of Health Coverage
Additional Liability Coverage
HMOs and PPOs
Evaluating Insurance Companies
Long-Term-Care Costs
Medicare Coverage
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