Skip to main content
Sequoia Financial Planning logo
menu
  • Home
  • About
    • About Us
    • Our Team
    • Who We Serve
    • Our Process
  • Services
    • Financial Planning
    • Retirement Planning
    • Investment Planning
    • Insurance Planning
    • Asset Management
    • Estate Planning
  • LPL
    • Weekly Market Commentary
    • Market Signals Podcast
    • LPL Research
  • Resources
    • Blog
    • Financial Calculators
    • Useful Links
  • Contact
  • Client Login

LPL Research

Below is a list of helpful documents provided by the LPL Research Team.

Weekly Market Commentary Icon | Wealth Services | Sequoia Financial Planning

Weekly Market Commentary

(Updated Weekly)

Global Portfolio Strategy Icon | Wealth Services | Sequoia Financial Planning

Global Portfolio Strategy

(Updated Monthly)

Market Outlook | Wealth Services | Sequoia Financial Planning

Market Outlook

(Updated Yearly)

Midyear Out | Wealth Services | Sequoia Financial Planning

Midyear Outlook

(Updated Yearly)

Office Locations

200 Applebee St
Ste 208
Barrington, IL 60010

Contact Info

P | 847-310-5900
E | patrick@sequoiafinancialplanning.com
E | sean@sequoiafinancialplanning.com

Follow

     

Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Sequoia Wealth Management, a registered investment advisor. Sequoia Wealth Management and Sequoia Financial Planning are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

© 2025 Sequoia Financial Planning All rights reserved.