What's New
Economic and market review Q1 2024
Federal Reserve Chairman Jerome Powell says he expects inflation to come down to 2% but the central bank’s policy makers still need to see further evidence before they cut rates. Read the full report from Chief Investment Officer Steve Mayhew, along with the latest economic updates, a financial market review and more in Lincoln Investment’s economic and market review Q1 2024.
Announcing a new custodial relationship with Pershing
We are excited to announce that we are expanding our long-standing clearing arrangement with BNY Mellon’s Pershing as we transition our self-clearing business onto a single custodial platform. We have also selected Pershing X’s Wove wealth management platform to provide a suite of technology solutions to our financial professionals. Read the press release for more information.
The importance of a financial plan
A well-constructed financial plan serves as a financial roadmap for life’s events, provides measurable targets to work towards, identifies potential risks in your portfolio and also helps you prepare for them. More than just investing, plans are about feeling financially secure throughout your lifetime and having confidence when you are ready to retire. Contact your financial professional to ask about a financial plan, or find a financial professional in your area to help you create a plan designed for you.
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You’re in good hands. Our advisors will create a strategy that is tailored to your specific needs, comfort levels and financial goals.
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We empower our advisors to succeed in this highly competitive industry and offer the flexibility and freedom of choice to conduct business their way.
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Join the more than 4,000 other employers who have expressed their confidence in our products and services by establishing a plan with us.
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