July 29, 2021
Whether you're enrolling in the Medicare program for the first time or have been a Medicare enrollee for years, it's important to stay on top of current offerings, costs, and enrollment dates so t...
Articles
July 22, 2021
In April, the White House released a fact sheet for the American Families Plan, which proposes about $1 trillion in investments and $800 billion in tax cuts. There would also be tax increases for...
July 19, 2021
If you've ever been frustrated by the contribution limits associated with Roth IRAs, a backdoor Roth IRA might be the option for you! Here's what you should know about this workaround if you're a ...
July 16, 2021
Market risk is something all investors may worry about, but those close to retirement have limited time to recover from market loss. One way that investors can mitigate risk is by including annuit...
July 13, 2021
LPL's Midyear Outlook 2021: Picking Up Speed reviews the economy, stocks, and bonds, and insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2021.
July 12, 2021
Now, as the economy reopens fully and all at once, consumers are again experiencing a wide array of shortages. Businesses are having trouble hiring workers as well as acquiring sufficient supplies...
July 6, 2021
Should you worry that debt relative to GDP is rising fast here and globally? Check out my latest blog post to find out:
July 1, 2021
Happy Financial Freedom Day! With some focused and consistent effort, you may be able to achieve financial freedom sooner than you expected. Here are the different stages of the financial freedom ...
June 29, 2021
For many people, a home is the biggest purchase made during their lifetime, so it's important to do everything possible to keep it in good condition. Here are three important steps you can take to...
June 18, 2021
Strategic financial planning is important for everyone but especially for high-income earners that have their compensation tied directly to the success of the business. For entrepreneurs, the time...
June 17, 2021
Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic may be able to avoid financially material impacts. Learn more:
June 10, 2021
With more research and data coming out since COVID-19, the U.S. is facing an economic and retirement crisis. There are many things to consider leading to this situation for future retirees. Learn ...
June 9, 2021
Graduation from college is an exciting time for many, but can signal the start of student loan repayment. Here are some of our tips to help you create your repayment process:
June 8, 2021
Markets, economists & policymakers have been concerned about inflation for months, worried that the trillions of dollars being spent in government stimulus programs could overheat the economy & se...
June 3, 2021
After one of the worst starts to a year for fixed income, returns may not get better from here. Long-term interest rates have traded sideways but we expect rates to potentially rise further, which ...
June 2, 2021
It's normal to feel a little uncertainty during periods of market turbulence, but I recommend making proactive decisions now when it comes to your retirement portfolio. Here are five things to con...
May 28, 2021
One way to help save for a grandchild's education is by contributing money to a 529 savings account. What should grandparents know about 529 college savings accounts? Learn more:
May 20, 2021
Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Here are a few simple tips that will help you to stay on track and committed to your...
May 19, 2021
High net-worth executives often miss opportunities in their financial planning because they haven't planned adequately for their retirement even though they make a high income. Are you missing opp...
May 18, 2021
The economic recovery continues, as the recipe of vaccines, the reopening, & record stimulus all have combined to produce what should be one of the best years for growth ever. Here's why inflation...
May 12, 2021
Think you know retirement? Take our 5 question quiz to see if you really know the retirement rules:
May 11, 2021
Inflation and taxes could rise. Are you ready for retirement? In any market, investors must always consider the five risks that can sideline their financial future:
May 6, 2021
Sell in May and go away is probably the most widely cited stock market cliché in history. This week we tackle this commonly cited seasonal pattern and why some seasonal weakness could make sense i...
May 2, 2021
Why buy life insurance? Life insurance can serve an important purpose within a financial plan. Learn if you should consider buying a plan:
April 30, 2021
Throughout the pandemic, many investors that had their entire wealth tied to the stock market proved to be more destructive than having alternative investments. What investments can you make in ad...
April 27, 2021
As a physician, you've devoted a lot of time to educating yourself, building a career, and it can be easy to overlook your finances. Here's why you need a professional that understands your industry:
April 26, 2021
Many people may enter adulthood without having all the tools they need to make informed and effective financial decisions. Learn more about some simple things you can do to help increase your fina...
April 23, 2021
Were you fully invested from the stock market bottom or did you try to time the ups and downs of the market over the past year? If you tried to time the market, here's why the likelihood of you do...
April 23, 2021
As your retirement draws closer, you will probably start to have lots of questions regarding Social Security benefits. There are a few factors that everyone should keep in mind when you begin maki...
April 20, 2021
While optimism surrounding the reopening is certainly understandable, this week we take a look to see if sentiment is flashing a near-term contrarian warning sign for stocks. Learn more:
April 18, 2021
Whether you've been wondering about boosting your investments' rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle, it may be time...
April 15, 2021
Continued monetary stimulus might lead to inflation, maybe even hyperinflation, which could be bad for your retirement. There are two data sets that are worth examining when thinking about inflati...
April 12, 2021
There are many reasons why you may want to consider using traditional and/or Roth IRAs to supplement your retirement savings. Understanding the potential benefits and drawbacks of each type of IRA...
April 8, 2021
For Public Health Week, it is not only time to consider your physical and mental health but also your financial health. Here are some of our tips to help create a healthier financial outlook for t...
April 6, 2021
The U.S. economy's recovery from the pandemic continues to surpass expectations. LPL Research has revised their forecasts to better reflect the growing optimism of an economy on the rebound. Learn...
March 31, 2021
Income disruptions greatly affect a woman's ability to save money, plan for retirement, and maintain financial security. Here are some tips for women to build their financial past with their financ...
March 25, 2021
The moment you've working for your whole life is about to arrive: retirement. This stage of your life will likely offer more free time than you have ever had before. You may be wondering how you s...
March 23, 2021
The bear market ended one year ago this week, finishing one of the fastest and most vicious bear markets of all-time. This week's market update takes a look back at what happened last March and th...
March 22, 2021
It is likely that you might inherit an IRA and due to the passage of the SECURE Act, the beneficiary rules have changed. Here are the choices given by the IRS on how to treat an inherited IRA:
March 11, 2021
Investing assets can be a nerve-wracking experience especially during periods of market turbulence. Here are some of the different elements of financial asset management and how asset management ...
March 9, 2021
The 10-year Treasury yield continues to climb higher, but remains low by historical standards. This week's update discusses the market signals supporting the potential for stock gains in the curr...