Strategic Wealth Management
At Strategic Wealth Management, we believe wealth management is not only about where your money should go. It’s about where it can take you.
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.
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.
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Strategic Wealth Management, Financial Services in Santa Barbara
Outlook 2017: Gauging Market Milestones
In 2016, financial markets, the economy, and geopolitics experienced an unusual number of milestones that have come together to influence the investment landscape: a new president and administration, the stabilization of oil prices, and the end of an earnings recession. Being prepared for 2017 is about gauging these and other milestones, understanding their significance, and responding without overreacting. The LPL Research Outlook 2017: Gauging Market Milestones features market guidance, with forecasts for stocks, bonds, and the economy, that can help you to read the gauges and make adjustments in the year ahead, while staying strategic and maintaining a long‐term investment view.
Health Care in Retirement
Asset growth in sustainable investments, a term that refers to strategies that attempt to augment traditional financial analysis with analysis of additional factors such as environmental, social, and governance (ESG) practices.read more
No clear trend in sector performance. Defensive sectors among top performers, but materials led, telecom was the biggest laggard among S&P sectors. Utilities, real estate outperformance could signal some market participants.read more
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