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Financial Resources, Information, Tools & Research

Investment Tools & Research

Portfolio Compass Report - The Portfolio Compass provides an easy-to-read snapshot of LPL Financial Research’s current views on the Economy, Equities and Fixed Income.

"" CLICK HERE to view the most recent Portfolio Compass Report ""

 

Investing Whitepapers – In depth research on topics of interest

Outlook 2017 - Guaging Market Milestones

"" Outlook 2018 - Return of the Business Cycle ""

"" Outlook 2018 VIDEO

 

LPL Financial Video: Where Investor’s Goals Come First


 

About LPL Financial

"" LPL Research, Who We Are, What We Do At A Glance ""
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Bay Financial Associates LLC ~ 781-893-0909 ~ email ~ Important legal information ~ ©2018 All rights reserved.

The investment professionals at Bay Financial Associates, LLC are registered representatives with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through Bay Financial Advisors, Inc., a registered investment advisor. Bay Financial Advisors, Inc., is a separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states and localities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Virgin Islands, Washington, West Virginia, Wisconsin, Wyoming. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org. This should not be considered a solicitation or offer to sell securities in any state in which we are not registered.
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