July 29, 2022
The summer of 2022 could be known as the Summer of Stock Splits, as several high-profile companies have either split their stock or announced their intention to split. Should investors care when a...
Articles
July 22, 2022
Almost half of all adults are part of the sandwich generation, meaning they are helping support or care for a parent while also supporting or caring for a child. Here are three financial planning ...
July 18, 2022
Through the years, your goals will change and your strategies will shift, but don't be alarmed. You're just progressing through the normal stages of life, getting closer to achieving your own fina...
July 14, 2022
Planning for retirement can seem premature when you have only been in the workforce for a decade or so, but the path to retirement looks a bit different for those born after 1980. Here are five th...
July 12, 2022
LPL Research's Midyear Outlook 2022: Navigating Turbulence reviews the economy, stocks, and bonds, and insights on what we can expect in the economy, policy, stocks, and bonds through 2022.
July 8, 2022
The Fed made the biggest rate hike in 28 years. This rate hike was one of the most predictable and predicted rate movement the markets have ever seen. What was not predicted until recently, howeve...
July 7, 2022
If you're avoiding looking at your 401(k) balance during periods of market volatility, you're not alone. Here are a few things to keep in mind before making any changes to your retirement savings ...
June 27, 2022
As a parent, there are money moves you can make now to help manage financial stress, support yourself and your loved ones, and help your children as they get older. Check out this blog for 3 key fi...
June 24, 2022
The housing market has been frustrating for buyers and a boon for sellers. While there are signs that 2022 might see some cooling off, there are also signs that the relief will be too little – and ...
June 17, 2022
SECURE Act was passed as a way to help Americans save more for their retirement. In March 2022, the SECURE Act 2.0 has passed in the U.S. House of Representatives and aims to improve the goals of ...
June 15, 2022
It finally happened. On Monday the S&P 500 Index moved into a bear market, finally closing 20% beneath the January 3 high. Here are 7 things to know about bear (and bull) markets:
June 10, 2022
Inflation has proven to be more stubborn than expected. It may be helpful to look at some of the forces behind rising prices, the Fed's plan to combat them, and early signs that inflation may be e...
June 6, 2022
If you own a home, it is important to have an estate plan in place. Read here for a few things homeowners should know about estate planning:
May 29, 2022
Looking to start a 529 College Savings Account but overwhelmed with questions? Keep reading for a cheat sheet to answer some of the most common questions regarding 529 savings accounts:
May 27, 2022
As we anticipate additional rate hikes, it's important to position for portfolio for changes. Learn more:
May 24, 2022
The S&P 500 Index was down more than 20% on an intraday basis on Friday, but managed a huge rally late to avoid closing down 20% and moving into an official bear market. With the S&P 500 do...
May 18, 2022
Instead of taking a time out from the market, and missing out on potential opportunities, investors should focus on five key lessons the market has repeatedly been trying to teach everyone during i...
May 17, 2022
With the onset of higher taxes, taxpayers in the upper brackets may want to reposition their portfolios. Even those in lower tax brackets may benefit from portfolio review and reallocation of fund...
May 13, 2022
The Fed released the so-called “dot plot,” which shows where individual Fed officials expect interest rates to be. And given the surge in inflation numbers – from the perspectives of both consumers...
May 10, 2022
You may be retired and considering investing some of your retirement nest egg. Depending on your situation, it is crucial that investing does not jeopardize your retirement savings. Here are some ...
May 2, 2022
Have you reviewed your life insurance policy lately? Here are a few things to take a closer look at:
May 1, 2022
When people think of life insurance, what usually comes to mind is settling the deceased's final expenses and providing financial support for their beneficiaries. Although these are the most commo...
April 26, 2022
When helping people get ready for retirement, financial professionals find the same issues come up over and over. Thinking ahead can spell the difference between a retirement with enough money and...
April 22, 2022
Your long-term financial success may depend less on the structure of your portfolio than on your ability to adapt your behavior to changing economic times. The dominate determinants of long term, ...
April 22, 2022
If you are shopping for a financial professional, take a look at our list of questions to help you decide whether the person is a suitable fit for you:
April 20, 2022
First quarter earnings season is rolling. This week, we preview earnings season, highlight what we are watching, and share our latest thoughts on the 2022 profit outlook. Learn more:
April 14, 2022
Are you worried about the current state of the Social Security system and how its future may affect your retirement income? Here are some important savings strategies that can help you work toward...
April 14, 2022
Social Security Retirement benefits are one thing that people know of, but often what they know isn't always accurate. Here are some answers tp questions people have about Social Security to help d...
April 8, 2022
Did you know April is Financial Literacy Month? Whether you're interested in a quick refresher or seeking to learn something new, it may be worth brushing up on some financial concepts. Here are s...
April 6, 2022
As the Final Four NCAA Basketball Tournament has come to an end, we continue our tradition of picking a stock market final four. We have identified our four key factors for the stock market outloo...
April 4, 2022
With most lawyers earning much higher incomes than the U.S. average worker, retirement planning should be easy. However, along with a higher income may come higher expenses. Here are a few key ste...
March 31, 2022
Your 2021 tax return may look a bit different from last year's tax return. Here is some information about how certain factors may result in a lower federal income tax refund or affect your taxes due:
March 25, 2022
Working towards a comfortable early retirement may be a financial goal for some physicians especially with the strain placed on health care professionals throughout the COVID-19 pandemic. Here ar...
March 23, 2022
Going into the final weeks of tax season, this is a perfect opportunity to get rid of clutter, review your asset allocations and make the necessary changes if your portfolio has strayed from your ...
March 21, 2022
Many workers have been dreaming of retirement since they first entered the workforce. However, once this retirement date draws near, the prospect of giving up your primary source of income may be ...
March 17, 2022
Happy St. Patrick's Day! When it comes to investing, luck may play a huge role in outcomes—no matter how hard you work. Here are some ways that luck may impact your investing, as well as some step...
March 10, 2022
One of the more important events you will face in life is retirement. If you have reached a point where retirement is the next big step, you need to develop a strategy that will help you cross the...
March 3, 2022
With a strong labor market and December 2021's inflation rate near 7%, the target range for the Federal Funds Rate will begin to increase as a way to help contain soaring inflation. How does an in...
February 28, 2022
Stocks have gotten off to a very rocky start in 2022, with the potential for Federal Reserve rate hikes coming and the geopolitical worries over Russia and Ukraine only adding to the uncertainty.
February 25, 2022
As we make our way through 2022, maybe the dream of early retirement has begun to take shape in your mind. Take a look at our pre-retirement checklist to make early (or earlier) retirement a reality:
February 18, 2022
Most investors have probably heard the terms bull market and bear market used to describe these conditions, but not all of them truly understand the difference between the two, or what to do when ...