December 3, 2021
In a late-October, Congress passed a trillion-dollar bill designed to preserve, revitalize, and expand the country's infrastructure. How will the infrastructure bill impact investors? Learn more:
Articles
December 2, 2021
It's December, and that means it's crunch time for the gift-buying season. This year, a little thinking outside the box will go a long way toward putting a smile on loved ones' faces. Whether you'...
November 23, 2021
Charitable giving can play a valuable role in your financial and tax strategies. Here are some strategies that can be used to create a giving plan that is both beneficial and appropriate for you:
November 17, 2021
After an upside inflation surprise in October, it's clear that peak inflation may still be ahead, possibly even pushing into 2022. Here are five signs to watch for over the next several months tha...
November 10, 2021
Don't let the end of the year sneak up on you. Set aside sometime this month to focus on year-end planning and head into the new year feeling confident about your financial health. Here's our check...
November 9, 2021
Among the many provisions being debated in Congress is a provision that would eliminate a strategy that allows high-income investors to pursue tax-free retirement income: the back-door Roth IRA. L...
November 5, 2021
Year-end planning is especially important for retirees and those hoping to retire this year or next. Here are some tax and income strategies to consider when planning the end of the 2021 tax year a...
November 4, 2021
By reviewing your finances periodically and tracking your progress, you may be in a better position to work towards financial independence and pursue the retirement of your dreams. Here are some i...
November 2, 2021
Inflation, an aggressive Federal Reserve, profit margin pressures, pulling forward of seasonal gains, and potentially overly bullish sentiment. Learn more about why these five things scare us:
October 27, 2021
Whatever your age, it's never too soon to look ahead and begin giving thought to your retirement. With proper planning, you can make the transition to retirement a smooth, comfortable and confiden...
October 22, 2021
Every saving and investment product has different risks and returns. Differences include how readily investors can get their money when they need it, how fast their money will grow, and how safe t...
October 21, 2021
More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. Here are some ways to help y...
October 19, 2021
Corporate America's stunning performances over the past two earnings seasons have exceeded estimates by the biggest margins we've ever seen. We expect solid earnings gains during the third-quarter ...
October 14, 2021
According to recent research, it might be possible for humans to experience a lifespan of 125 to 130 years by the end of the 21st century. Here are some unexpected risks of increased longevity and...
October 12, 2021
National Savings Day is a great time to put your finances first. Here are some money saving tips everyone should know:
October 7, 2021
With the fourth quarter underway, 2022 is fast approaching. We see a favorable economic environment for stocks in 2022, consistent with prior mid-cycle expansion years and bolstered by continued ea...
October 4, 2021
The earlier you recognize the variables that will shape your retirement planning, the greater the likelihood that you will have the appropriate strategy in place to pursue your long-term objective...
October 1, 2021
What do Baby Boomers, Millennials, Gen Xers, and Gen Zers all have in common? They can all benefit from financial planning. Read here to learn more about financial planning at every age:
September 30, 2021
50% of people with life insurance are underinsured. As your life changes, so do your life insurance needs. Here are some basic questions to ask yourself to ensure your life insurance plan is up to...
September 23, 2021
When it comes to planning for retirement, it's easy to get overwhelmed. Putting together a financial strategy can be complicated at any time of life, but here are four financial planning essential...
September 15, 2021
Inflation can do a number on retirees' incomes. Most people don't think about that, but with longer lifespans, we run a real risk of seeing our retirement savings eaten away. Curbing its impact ta...
September 14, 2021
Several policy-related risks loom in September and October that may lead to an increase in market volatility. Learn more:
September 13, 2021
Your child or grand child may be ready for college but is your bank account? It's never too early to start saving for college! Learn more about your options and different ways to save for college ...
September 7, 2021
As your life changes, your financial needs often change, as well. Regardless of whether you are just starting out in life, are in mid-career, or are at the peak of your earning years, life insuran...
September 2, 2021
The U.S. workforce was hit hard during 2020 and we're still seeing the effects today. What damage did the pandemic do to our workforce? Read how the pandemic has impacted labor to find out:
September 1, 2021
Corrections are a normal part of investing and the S&P 500 Index has yet to pull back even 5% so far this year. However, we remain steadfastly bullish and this week want to explore five things ...
August 30, 2021
Did you know there are several new programs available to help make student loan repayment cheaper and simpler? Check out these changes to student loans and the repayment process in 2021:
August 26, 2021
With the start of a new school year, it might be time to start thinking about college savings options. 529 plans can be a great way to save for college, but they're not the only way. When you're in...
August 23, 2021
In today's economy, offers of an early retirement buyout for a current employee or a pension buyout directed at a former employee are becoming common as companies look for ways to cut costs. Are e...
August 20, 2021
Whether you've been investing for years or just made your first stock purchase, you may find that the more you learn, the more you realize you don't know. How well do you know investing? Test your...
August 18, 2021
Corporate America does it again. Strong second-quarter economic data and rising earnings estimates pointed to faster earnings growth than the consensus estimate implied in July. Learn more:
August 13, 2021
Quantitative easing and short-term rates near zero could be ending soon. Check out my blog post on the latest updates on the Fed and inflation:
August 9, 2021
What will inflation be in the coming years? The real answer is that it varies according to your age and spending patterns. While the reported inflation rate is important for Social Security income...
August 6, 2021
When it comes to finances, trial-and-error may not be the most suitable approach for you. Avoiding some of the following financial mistakes might save you a great deal of money and headache:
August 4, 2021
Last week was a huge news week, from the Fed, to gross domestic product (GDP), to a giant week of earnings reports. Here is some insight into what may be on the horizon for markets, policy, and th...
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 th...
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 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 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 ...