Celebrating over 55 years of helping people realize their financial goals
We empower our financial professionals to offer investors and employers quality investment, insurance and retirement products, with the service and support you need to help achieve your long-term financial goals.
What's New
Economic and financial markets review Q1 2025
Federal Reserve Chairman Powell said the current base case is that tariff-related inflation will be transitory. According to the FOMC statement, recent indicators suggest that economic activity has continued to expand at a solid pace, the unemployment rate has stabilized at a low level in recent months and labor market conditions remain solid, while inflation remains somewhat elevated. Read the full report from Chief Investment Officer Steve Mayhew here.
Lincoln Investment Announces Kathy Leckey as Its New President
We're proud to announce our Chief Operating Officer Kathy Leckey has been named Lincoln Investment’s new president. Kathy has a reputation for building best-in-class leadership teams and is responsible for leading our organizational growth strategy. Her vision for Lincoln’s future is anchored in three core pillars: transformation, growth and a focus on culture. Read more here.
We’re here to help during times of uncertainty
It can be challenging to determine what action to take during periods of market uncertainty. Unless something has changed with your investment time horizon or risk tolerance, it may be best to take no action at all. Investors who stick with their investment strategy and maintain a diverse portfolio are better prepared for market shocks. Contact your financial professional to help ensure your strategy remains consistent with your needs and preferences. Need a financial professional? Find a Lincoln Investment financial professional near you.
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Lincoln Investment named to Financial Planning’s
Independent Broker-Dealer Elite 2024:*
#13 for total revenue
#6 for women as a percentage of producing reps
#8 for fee-based mix
*Issued August 15, 2024, the annual IBD Elite ranking of the largest independent broker-dealers in wealth management conducted by Financial Planning contains data on 41 firms and their 2023 revenue, as reported by the firms themselves. Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation. Firms do not pay a fee to Financial Planning in exchange for inclusion in the Financial Planning IBD Elite ranking list. Source: http://www.financial-planning.com/