CALCULATORS & TOOLS
These financial calculators, available through the Financial Industry Regulatory Authority (FINRA), can help you evaluate your financial goals.
ARTICLES & VIDEOS
Knowledge is power, and LPL is here to help make you powerful in terms of your financial literacy and acumen. From insightful articles to educational videos, we offer a variety of resources to help you increase your financial intelligence. The more you know about finances, the more you can be in control of yours.
Financial Feedback Loop
What’s Your Idea of the “Best” Financial Advisor?
To determine if an LPL Financial advisor is the best financial advisor for you, think about what you need and then create a profile of your ideal advisor.
Deciphering Financial Certifications and Professional Designations
CFA. CFS. CPA. They’re just a few of the acronyms you’ll find behind advisors’ names. Learn what they mean and if and why they matter.
Questions to Ask a Prospective Advisor
To choose the best financial advisor, ask the right questions—and assess your comfort level with the advisor and his or her answers.
Your First Financial Advisory Meeting
Get the most out of your first meeting with your financial advisor by being prepared with the necessary information, asking the right questions, and knowing what to expect.
Diversity and SRI
While investing may not be the first thing that comes to mind when thinking about how to promote diversity and inclusion, there’s a growing trend in what’s known as “socially responsible investing” (SRI) that ties the two efforts together.