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Welcome to LPL Financial

Welcome to LPL Financial

LPL Financial is a financial planning firm that is ready to help you with business and personal financial planning. By combining the skills of CERTIFIED FINANCIAL PLANNERS ™ and investment advisors, we offer a single, resource for comprehensive and effective money management.

LPL Financial is committed to helping our clients work toward improving their long-term financial success. Our customized programs aim to grow and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

Welcome Peyton Herndon

Welcome Peyton Herndon

We're excited to announce that Peyton Herndon, an LPL registered representative, has joined our team. Peyton attended MTSU, earning both a bachelor's and master's degree in business.  Peyton knows very well the level of service and commitment that we strive to achieve. His experience and background will be a great fit in our organization and we know that he will make you the top priority as well.

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LPL Financial ResearchOutlook 2024:  A Turning Point

LPL Financial ResearchOutlook 2024:  A Turning Point

In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic stimulus wanes. And the end of the Federal Reserve’s (Fed) rate-hiking campaign is indeed upon us.

Where the last two years had investors focused on inflation, market volatility, and striving for a sense of economic balance, we now can expect to see some return to the previous status quo—that is, a less-stringent Fed, normalizing inflation, and a slower growth environment. We’ve seen indications of this reset—receding inflation, rates stabilizing, more modest equity market performance, and go-forward economic forecasts that have been dwindling. From LPL Research’s perspective, this turning point for the markets and economic landscape can be characterized as a return to familiar economic and market patterns, leaving behind the volatility of policy and economic swings experienced in recent years, and moving toward a steadier environment.

LPL Research’s Outlook 2024: A Turning Point provides insight and analysis into next year’s opportunities, challenges, and potential surprises. We understand that making progress toward long-term financial goals requires a strong plan and sound advice. The insights in this report, combined with guidance from me, will help position you to navigate this turning point and work toward achieving your objectives.


IMPORTANT DISCLOSURES

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. The economic forecasts may not develop as predicted. Please read the full OUTLOOK 2024: A Turning Point publication for additional description and disclosure. This research material has been prepared by LPL Financial LLC.

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Senior Care Resources

Senior Care Resources

A new resource for seniors across the United States is Caring.com.  

Social Security is a vital source of income for retirees and is pivotal in keeping older Americans out of poverty. In fact, according to the National Academy of Social Insurance, it is the sole source of income for about 20% of people over 65. 

To help seniors and their families, this resource was created to provide detailed information about eligibility and how to claim benefits.

You can view it here: https://www.caring.com/caregivers/social-security/.

Caring.com is a leading senior care resource for family caregivers seeking information and support as they care for aging parents, spouses, and other loved ones. We have been featured by AARP, The Administration for Community Living, The National Legal Resource Center, and Forbes, as well as referenced by many governmental agencies and organizations across the Internet.

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