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 try these tools by clicking on the links below.

	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.
	The new Portfolio Compass Report provides an easy-to-read snapshot of LPL Financial Research's views on the economy, equities and fixed income, and is generally meant to capture positioning strategies for a 3- to 12-month time horizon.