We mix it up this week on the LPL Market Signals podcast and bring on LPL Research’s Director of Research Marc Zabicki to discuss what he has learned about investing and working with Advisors in his more than three decade career.
Learning about Marc
Marc takes us on a path of how he landed at LPL and why he is so excited about the next phase of his career. He has always been a Research guy, but working with Advisors is something he always enjoyed and he is glad to be back at it. Although his new role brings with it many challenges, he is excited to work with our nearly 30 person Research team and help our Advisors help their clients more than ever.
Doing this for as long as Marc has, he realized there is no foolproof way to always make money. Strategies come and go, but investors must maintain a balanced approach with an eye on their horizon. The daily swings in the market can be so time consuming and aggravating, but if you don’t need that money for several decades, use any weakness as an opportunity, not a chance to panic.
The Future of LPL
Marc stressed the future is indeed bright. There are so many ways that we can help our Advisors in the future and we are looking forward to those opportunities, while continuing to maintain the great relationships we already have. Ryan noted it is exciting to see things like 18,000 Advisors, being in the Fortune 500, and cracking $1 trillion in assets, making all the hard work so worthwhile.
You can watch the full video below and directly on our YouTube channel. Please be sure to subscribe to the LPL Research YouTube channel so you don’t miss anything! Also, if you like our channel, please give us a positive review—it helps more than you know!
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.
References to markets, asset classes, and sectors are generally regarding the corresponding market index. Indexes are unmanaged statistical composites and cannot be invested into directly. Index performance is not indicative of the performance of any investment and do not reflect fees, expenses, or sales charges. All performance referenced is historical and is no guarantee of future results.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn’t provide research on individual equities. All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.
All index and market data from FactSet and MarketWatch.
This Research material was prepared by LPL Financial, LLC.
Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL affiliate, please note LPL makes no representation with respect to such entity.
- Not Insured by FDIC/NCUA or Any Other Government Agency
- Not Bank/Credit Union Guaranteed
- Not Bank/Credit Union Deposits or Obligations
- May Lose Value