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
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.
Financial Advisor Compensation
Nothing in life is free, including professional financial advice. As you consider various financial advisors, one of the important questions to ask is “How are you compensated for your services?”
The Language of Financial Advice
The financial industry has a language all its own. It’s a language not all of us, as investors or prospective investors, fully understand or are comfortable using.
Don’t Just Say It, Do It – Start Saving (Infographic)
Different life milestones require updated investment strategies. Learn how to start saving.