LPL Research - LHD Retirement

Meet Our Team
Our Clients
Resources
CONTACT
Client Login
- Corporate LHD
- Individual LHD

Client Letter | Outlook 2025: Pragmatic Optimism | December 10, 2024

LPL Research provides in-depth analyses, insights, and expectations for the markets, economy, and more going into 2025...

Read More

Outlook 2025 | Pragmatic Optimism | December 10, 2024

Outlook 2025 provides in-depth analyses and insights from LPL Research’s leadership team to help you prepare for the upcoming year...

Read More

High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024

LPL Research shares a high-level overview of some key stock and bond market themes covered in our 2025 Outlook...

Read More

Global Portfolio Strategy | Stocks Enjoy Holiday Cheer | December 5, 2024

Stocks rebounded in November, marking the S&P 500's best month of 2024...

Read More

Client Letter | A November to Remember | December 4, 2024

LPL Research recaps November and discusses what we can expect in December...

Read More

Load More

Follow us on

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial registered representative(s) 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

John Ludwig, Jess DeGabriele, and Kyle Schau have attained Investment Advisor Representative CEFEX Certification for RIA services withing the LPL Financial Retirement Plan Consulting Program. CEFEX and LPL Financial are separate entities.

Certificate of Registration

Financial Times: Awarded to financial advisors advising at least $75 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

John Ludwig, Jess DeGabriele, and Kyle Schau have attained Investment Advisor Representative CEFEX Certification for RIA services within the LPL Financial Retirement Plan Consulting Program. CEFEX and LPL Financial are separate entities.

NAPA: Selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.

RPG is a network associated with LPL Financial.

© Copyright 2025 LHD Retirement. All Rights Reserved.

Designed & Developed by Altastreet

New office location

Effective September 1

401 Pennsylvania Parkway
Suite 200
Indianapolis, IN 46280