Below, please find some resources we rely on which bring knowledge, education, and time-sensitive invaluable information. To learn more, click the images below or follow the links provided.


Risks Heading into Retirement (2023) with Mike Philbrick, Resolve Asset Management

A macro look at portfolio risk with Aaron Klein (2022), Riskalyze

"Normal" and why 60/40 isn't the answer with Rodrigo Gordillo (2022), Resolve Asset Management


Sequence of Returns article here.


These entities and their services are not affiliated with LPL Financial and Capital Investment Advisers LLC. The opinions expressed do not necessarily reflect the views of LPL Financial.