Resources

Keys to Stock Market Gains in 2025 | Weekly Market Commentary | December 30, 2024

By fiduciaryadmin | December 30, 2024

LPL Research discusses four keys to potential stock market gains in 2025.

The Fed Resets Expectations for Next Year | Weekly Market Commentary | December 23, 2024

By fiduciaryadmin | December 23, 2024

LPL Research shares some important factors that could determine the economic path for 2025.

A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024

By fiduciaryadmin | December 16, 2024

Will 2025 be the year for fixed income? LPL Research examines what could be in store for fixed income markets in the year ahead.

Client Letter | Outlook 2025: Pragmatic Optimism | December 10, 2024

By fiduciaryadmin | December 10, 2024

LPL Research provides in-depth analyses, insights, and expectations for the markets, economy, and more going into 2025.

Outlook 2025 | Pragmatic Optimism | December 10, 2024

By fiduciaryadmin | December 10, 2024

Outlook 2025 provides in-depth analyses and insights from LPL Research’s leadership team to help you prepare for the upcoming year.

High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024

By fiduciaryadmin | December 9, 2024

LPL Research shares a high-level overview of some key stock and bond market themes covered in our 2025 Outlook.

Global Portfolio Strategy | Stocks Enjoy Holiday Cheer | December 5, 2024

By fiduciaryadmin | December 5, 2024

Stocks rebounded in November, marking the S&P 500’s best month of 2024.

Client Letter | A November to Remember | December 4, 2024

By fiduciaryadmin | December 4, 2024

LPL Research recaps November and discusses what we can expect in December.

Setting Up Qualified Retirement Plans: Strategic Implementation for Long-Term Success

By Maddie | December 1, 2024

Strategic Foundation Organizations face critical decisions when establishing qualified retirement plans and starting their retirement planning journey. The implementation process demands careful attention to regulatory requirements, organizational objectives, and participant needs. For those learning how to start retirement planning, experience shows that successful plan establishment requires methodical preparation and precise execution across multiple phases. Plan …

Qualified Retirement Plans: Secure Your Future with the Right Choice

By Maddie | December 1, 2024

Selecting the best retirement plans for an organization requires sophisticated analysis of multiple pension plan options. Since ERISA’s creation in 1974, retirement planning has transformed into one of the most powerful tools for tax management and employee benefits. Organizations that strategically design their retirement programs—whether through traditional pension plan options, hybrid plans, or defined contribution …