Investment Planning Tools

One of the many benefits of our affiliation with LPL Financial as our broker/dealer is that we have access to a dedicated team of unbiased research analysts and market specialists who provide us with macro-economic and quantitative analysis, market views and sector trends.

You can view these tools by clicking on the links below.

Annual Financial Planning T0-Do List Annual Financial Planning To-Do List
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Current Conditions Index LPL's Research Department recently created a weekly Current Conditions Index (CCI) to provide a weekly measure of the conditions that underpin their outlook for the markets and economy. This Index incorporates 10 key indicators that provide real-time insight into where the economy is at any given moment.