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LPL Research’s Outlook 2023: Finding the Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year. The disruptions may not [...]

LPL Research’s Midyear Outlook 2022: Navigating Turbulence is here to provide insight and analysis for the next set of challenges the economy and markets may face. The 2023 Economic Forecasts show a [...]

LPL Research’s Outlook 2022: Passing the Baton is here to provide insight and analysis for the next set of challenges the economy and markets may face. For any investor, making [...]

It’s hard to believe that we are now mid-way through 2021, and the pace of life and business has returned. At midyear, we see the economy picking up speed, with [...]

More than most years, it’s hard to look ahead to 2021 without looking back at 2020. A global pandemic, a massive economic collapse, and the impact of lockdowns—it was an [...]

Our research department at LPL Financial wrote two excellent papers regarding the upcoming election, which we wanted to share with you. This research indicates the election remains a “coin toss” and forecasts [...]

The Coronavirus Aid, Relief, and Economic Security Act is now law. This historic and sweeping legislation was created to help keep workers paid and employed, allows businesses to remain operational [...]

We wanted to share Summit Financials’ operational plan as it relates to the government’s emergency measures to mitigate the contagion of coronavirus. Planning/ investment reviews will be offered to you [...]

At Summit, we are proud to serve our community and proud of our team members who have actively participated in community outreach and initiatives that help others in need. The [...]

Each year, the top 100 fee-based advisors come together to review client management techniques, prepare for industry changes and share ideas with peers to improve their practices. In this forum [...]