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LPL Financial

Articles

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.

Cash Management

A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

Cash Management

Short-term cash management instruments can help you establish a sound cash management program.

Estates & Trusts

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Investing

Asset allocation is a method used to help manage investment risk; it does not guarantee a profit or protect against investment loss.

Investing

Starting to invest early for college and remaining consistent can help investors reach their goals.

Retirement

A 403(b) plan is a tax-deferred retirement savings plan that can only be offered by a 501(c)(3) tax-exempt entity.

Retirement

If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

Retirement

401(k) employer-sponsored retirement plans have many benefits, including that the funds accumulate tax-deferred.

Risk Management

When selecting a life insurance policy, examine all your options, as well as the positives and negatives of each type.

Tax Planning

Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.

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