LPL Research Presents Outlook 2023
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 be fully resolved and there [...]
LPL Research Presents Midyear Outlook 2022
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 downshift, but likely not a [...]
LPL Research Presents Outlook 2022
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 progress toward your financial goals [...]
LPL Research Presents Midyear Outlook 2021
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 a big jump in U.S. [...]
LPL Research Presents Outlook 2021
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 unusual year of extraordinary challenges. [...]
Election Preview Part I & II
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 relative market/economic impact of [...]
Understanding The Coronavirus Aid, Relief, and Economic Security Act
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 and makes necessary health care [...]
Managing the Coronavirus Impact
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 via conference call Prior to [...]
Community Organizations Need Us More Than Ever.
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 recent downturn in the economy [...]
LPL Financial Knowledge-Driven Conferences
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 attendees explore successful business models [...]