Your investment portfolio should reflect not only your financial needs but also your attitudes toward risk, savings, and wealth. Effective asset allocation helps drive that balance between risk and reward.
We stand by our ability to provide effective, unbiased asset allocation recommendations that are uniquely suited to meet a variety of investment objectives.
Our definitive asset allocation process, coupled with a strong manager selection methodology, allows us to create portfolios that are intended to outperform, do it often, and minimize surprises.
We do not expect the weakness witnessed in 2013, but a difficult February 2015 thus far warrants another look at assessing interest rate risk, especially given the likely start of Federal Reserve (Fed) interest rate hikes later this year.
The market's continued ascent has caused some to ask if the stock market reflects excessive optimism.
Securities offered through LPL Financial, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not FDIC Insured |No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency
Lincoln Savings Bank and LSB Financial are not registered broker/dealers, nor are they affiliated with LPL Financial.This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.