Why Does Long-Term Success Have Periods of Short-Term Struggles

No investment process works all of the time. The 34-person strong LPL Financial Research team, despite our time tested investment approach and consistent navigation through the markets, as demonstrated over the long term, has found the last few months a frustrating period in which to invest. While we are disappointed that the most recent periods have not lived up to our lofty expectations, we remain completely confident in our investment approach over the long term.

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Securities, fee-based, and asset management services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent brokerage firm.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2012.

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