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  • Linda.J.Lee@lpl.com
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Securities-Based Lending

Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.

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Newsletters

  • HOT TOPIC: 530A Trump Accounts Officially Open

    A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

  • No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

    Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

  • What Can You Learn from Your Tax Return?

    Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

  • HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

    New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.

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Calculators

  • Lease Payment

    How much would your monthly lease payment be?

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

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LPL Financial Form CRS

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