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LPL Research Retirement Index

The LPL Research Retirement Index is the first holistic retirement index that ranks U.S. states on their attractiveness for pre-retirees as they prepare for retirement. This index is unique in that it looks specifically at the 45- to 64-year-old cohort and collectively assesses strengths and weaknesses of pre-retiree desirability on a state level, rather than city or regional level. The 45- to 64-year-old cohort is a significant population because they represent a large subset of the Baby Boomer generation still approaching retirement. States are evaluated on six key factors, each with its own supporting metrics, to evaluate overall desirability for retirement.

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LPL Retirement Index

Timely Topics

Outlook 2018: Executive Summary

We are pleased to announce the release of the LPL Research Outlook 2018: Return of the Business Cycle, filled with investment insights and market guidance for the year ahead. We expect traditional business cycle drivers to take a larger role in spurring further economic and market growth in 2018, as we have experienced a fundamental shift in the forces behind this continued economic expansion. Our Outlook 2018 highlights some of the ways this economic expansion has been unusual thus far, and what we may expect moving forward.

The return of the business cycle is not about where we are in the cycle, but about what’s driving the cycle and what it might mean for investors. For the majority of this economic cycle, accommodative monetary policy has supported growth and the markets have relied on central bank intervention to keep the expansion going. We’ve already started to see a directional change by the Federal Reserve (Fed), coupled with companies’ increased need to focus on growth, resulting in a new dynamic for business leaders and investors. Given this shift, we believe the return of the business cycle will be characterized by…

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Outlook 2018 Executive Summary