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“An investment in knowledge always pays the best interest.” Benjamin Franklin 

The Prudent Man Rule is based on common law stemming from a 1830 Massachusetts court formulation written by Massachusetts Justice Samuel Putnam. The rule is a legal principle that is used to restrict the choices of the financial manager of an account to the types of investments that a person seeking reasonable income and preservation might buy for their own portfolio. At LPL we adhere to these values as our first priority in building long-term relationships with our clients that encourage open and honest communication. We structure tax smart diversified portfolios of multiple products that seek to maximize return while minimizing risk within the constraints defined by our client. We coordinate traditional asset classes with complementary products that aim to maximize portfolio return while minimizing the risks within the portfolioThis has and always will be the foundation of our central philosophy.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

“We don’t have to be smarter than the rest. We have to be more disciplined than the rest.” Warren Buffett

Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.

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