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:
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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 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:
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
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...
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 17, 2022
If you haven't taken a look at your overall finances lately, now may be a good time to tidy things up a bit. Here are some tips to help you straighten up your financial house:
February 14, 2022
Happy Valentine's Day! While flowers and chocolates may be the most common gifts exchanged, why not consider a gift that may grow in value year after year? Check out some of our ideas:
February 10, 2022
Today, many people are concerned about saving for retirement or paying for a child's college education. If you belong to this group, now may be the time to organize your finances. Here are some st...
February 4, 2022
Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2022 if you're enrolled in Original Medicare Part A and Part B:
January 31, 2022
Tax identity theft is a problem that many potential victims do not see coming. Here are a few ways you can protect yourself against tax identity theft this tax season:
January 21, 2022
There's no better time to check in on your financial wellness than the start of a new year. Financial Wellness Month encourages us to focus on our finances and develop a plan. Here are a few ways ...
January 19, 2022
The Fed has engineered a massive hawkish shift, causing a bit more stock market volatility recently. But how worried should investors be? Learn more:
January 5, 2022
2021 was a typical year for markets, but it also reinforced some basic market lessons that are hard to learn, even if they are not new. As we launch into the New Year, we're highlighting three 202...
January 3, 2022
Getting ready for retirement is both exciting and daunting. If your retirement years are on the horizon, below are a few new year's resolutions that may help put you on track:
December 28, 2021
For many people, a new year provides a new start—and nothing says new start like a fresh new set of financial goals. What steps should you take to get the most bang for your buck over the next yea...
December 27, 2021
For many people, a new year provides a new start—and nothing says new start like a fresh new set of financial goals. What steps should you take to get the most bang for your buck over the next year...
December 22, 2021
If we are approaching the middle of an economic cycle with at least a few more years left, then we believe the chances of another good year for stocks in 2022 are quite high. Learn more:
December 16, 2021
You probably spend more time planning your holiday gathering than preparing for your golden years. As a result, you make basic mistakes in trying to fund your retirement. Here are a few of the top...
December 13, 2021
Are you thinking about bailing out of stocks before year-end while the capital gains rate is low? Before you hit the sell button, think it over carefully. Next year, those rates could rise. Learn ...
December 10, 2021
It's hard to believe we are already approaching the end of another year, and the holiday season is beginning. Here are eight tips to help you start the New Year holiday debt-free from holiday spe...
December 8, 2021
LPL Outlook 2022: Passing the Baton reviews the economy, stocks, and bonds, and insights on what we can expect in the economy, stocks, and bonds through 2022.
December 6, 2021
One variable that is hard to plan for in retirement is taxes. We don't even know what the tax rates will be next year, so how can you plan for 20 years or more in the future? There are steps you ca...