Helpful Resources for Financial Planning
Trusted Partner Insights
Hand-picked by the team at HighPoint Advisors, LLC
Here you will find timely, relevant articles and insights from our trusted partners. These updates offer a glimpse into the regular market and economic commentary that comes across our desks, helping to keep you informed and ahead of trends.
Recent Articles by Our Trusted Partners:
- July 2025: Why Stocks Rallied in Q2 | Mitch on the Markets
- June 2025: Middle East Tensions | J.P.Morgan
- May 2025: Market Minute | First Trust
- April 2025: Not All Selloffs Are the Same | Mitch on the Markets
- April 2025: Updated Letter from the CIO | LPL Financial
Timely Video Insights
2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations

LPL Research’s 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations delivers market insights on what we can expect from the economy, stocks, bonds, and more through year end.
Read more about our forecasts and key themes on our blog. To read the full publication, download the printable version- long form. if you prefer a summary- printable version- short form.
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. The economic forecasts may not develop as predicted. Please read the full 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations for additional description and disclosure. This research material has been prepared by LPL Financial LLC.
Tracking #762971 | LPLE #762973 (Exp. 07/26)
Important Planning Numbers for 2025
Click below for printable versions of important retirement and income tax numbers for 2025.
Helpful Links
Below are some useful websites to help supplement the planning process.
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