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Market Correction Perspective | Weekly Market Commentary | March 17, 2025

LPL Research explores the market correction and why solid fundamentals should provide a backstop from a bear market...

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Client Letter | Navigating Market Volatility | March 12, 2025

LPL Research discusses strategies for weathering market volatility...

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Global Portfolio Strategy | Mixed Market Messages | March 10, 2025

LPL Research downgrades the U.S. dollar from positive to neutral as sentiment was weighed down from multiple angles and tariff…..

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Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025

LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical perspectives may diverge...

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Client Letter | Tariff Transition | March 5, 2025

LPL Research discusses the U.S. economy's expected 2% growth, robust corporate earnings, and the impact of tariffs and AI on…..

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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

John Ludwig, Jess DeGabriele, and Kyle Schau have attained Investment Advisor Representative CEFEX Certification for RIA services withing the LPL Financial Retirement Plan Consulting Program. CEFEX and LPL Financial are separate entities.

Certificate of Registration

Financial Times: Awarded to financial advisors advising at least $75 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

John Ludwig, Jess DeGabriele, and Kyle Schau have attained Investment Advisor Representative CEFEX Certification for RIA services within the LPL Financial Retirement Plan Consulting Program. CEFEX and LPL Financial are separate entities.

NAPA: Selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.

RPG is a network associated with LPL Financial.

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