
Summit Wealth Strategies
A full-service independent firm, Summit Wealth Management offers personalized advice and portfolio management for families and businesses across the United States.

LPL Financial
For more than four decades, LPL has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their client’s wealth.

Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles on many of the most influential topics of the day.
Happening Now
- Beyond the Numbers | Value Investing Is Alive and Well | October 20, 2025
LPL explores evolving value investing strategies, macro risks, and overlooked market opportunities […]
- Weekly Market Commentary | Cockroaches, Canaries, and Credit Markets | October 20, 2025
LPL Research highlights early signs of stress in corporate credit markets, with rising defaults and […]
- Weekly Market Commentary | Happy Anniversary Bull Market | October 13, 2025
This bull market enters year four with strong gains, driven by tech and AI. History suggests more […]

