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Wednesday, May 13, 2026

Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...

Monday, May 4, 2026

Weekly Market Commentary | AI Wave Continues to Power Technology Earnings Boom | May 4, 2026 LPL Research examines overlooked tech growth, assessing strong earnings, AI skepticism, and valuation opportunities for investors. READ MORE...

Monday, April 27, 2026

Weekly Market Commentary | American Industrial Renaissance: Fact or Fiction? | April 27, 2026LPL Research assesses the case for an American Industrial Renaissance, focusing on manufacturing investment, supply chain resilience, and...

Monday, April 20, 2026

Weekly Market Commentary | Rethinking Fixed Income Allocation in a Multi‑Polar World | April 20, 2026LPL Research examines the fixed income space as global bonds broaden yields and reduce U.S. concentration, offering diversified income...

Tuesday, April 14, 2026

Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...

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Monday, April 13, 2026

Weekly Market Commentary | The Economy Takes Multiple Shocks in Stride | April 13, 2026LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks. READ MORE...

Monday, April 6, 2026

Weekly Market Commentary | Lessons From Past Conflicts for Today’s Stock Market | April 6, 2026LPL Research looks to the past for lessons on geopolitical uncertainty and its potential impact on equities. READ MORE Tracking #1088174 |...

Thursday, April 2, 2026

If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...

Monday, March 30, 2026

Weekly Market Commentary | Earnings Likely to Grow Double-Digits Again; Will Markets Care? | March 30, 2026LPL Research explains why solid earnings, AI investment, and economic resilience underpin stocks, even as oil prices and...

Monday, March 23, 2026

Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...

Monday, March 16, 2026

Weekly Market Commentary | Why Oil Prices Matter Less — But Still Move Headline Inflation | March 16, 2026LPL Research explains how America’s declining reliance on oil and rising geopolitical risks shape inflation, growth expectations,...

Monday, March 9, 2026

Weekly Market Commentary | Markets Tested as Iran Conflict Continues | March 9, 2026LPL Research reviews how the Iran conflict is affecting markets, highlighting energy risks, market resilience, and what investors should watch in the...

Monday, March 2, 2026

Weekly Market Commentary | How LPL Research Thinks About Dividends | March 2, 2026Looking beyond recent dividend strategies' performance, LPL Research asks and answers the question “How should I think about dividend stocks or building...

Monday, March 2, 2026

Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...

Tuesday, February 24, 2026

Key TakeawaysTreat tax strategy as a continuous process, not a once-a-year filing exercise.Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency.Review contribution limits,...

Monday, February 23, 2026

Weekly Market Commentary | LPL Research’s 2026 Strategic Asset Allocation | February 23, 2026Explore LPL Research’s 2026 SAA update, featuring equity shifts, bond strategy, and purposeful diversification to support steady long‑term...

Wednesday, February 11, 2026

Key TakeawaysEmotions and biases might influence financial choices more often than most people realize.Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results.Recognizing emotional...

Monday, February 9, 2026

Weekly Market Commentary | Five Reasons the Run in Emerging Markets Could Continue | February 9, 2026LPL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings and...

Thursday, January 29, 2026

Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...

Tuesday, January 6, 2026

As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals. 2025 was a year marked by...

Monday, December 22, 2025

Weekly Market Commentary | Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | December 22, 2025LPL Research forecasts income-driven returns for 2026, with neutral duration, cautious Fed policy, and tight credit...

Wednesday, December 17, 2025

Key Takeaways and Suggestions for Successful Goal Setting Use SMART Goals for Clarity and FocusSet goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. This proven method helps break big ambitions into manageable...

Tuesday, December 2, 2025

Key Takeaways A third of annual donations: About one-third of all charitable contributions are made in December. Donating before December 31 may offer tax advantages. New rules starting in 2026 (via the OBBB Act) may affect deductions...

Tuesday, November 25, 2025

Weekly Market Commentary | Corporate America Cleared a High Bar This Earnings Season | November 24, 20255 LPL Research examines a third quarter earnings season that is winding down over the next couple of weeks and has once again met...

Wednesday, November 12, 2025

Key Takeaways Caring for aging parents is a growing reality for many Americans. The number of family caregivers in the U.S. has jumped to 63 million, a 45 percent increase over the past decade, making 1 in every 4 Americans a...

Tuesday, November 4, 2025

Key Takeaways Year-end holidays may be a good time to initiate a discussion about financial matters that may impact your family. If you have adult children, you may want to discuss your financial situation, estate strategy, and legal...

Monday, October 20, 2025

Weekly Market Commentary | Cockroaches, Canaries, and Credit Markets | October 20, 2025 LPL Research highlights early signs of stress in corporate credit markets, with rising defaults and tight spreads in leveraged and private credit....

Wednesday, October 15, 2025

Receiving a bonus, inheritance, or an increase in income often prompts a key financial question: Should I use this money to pay off my mortgage, or invest it? At first glance, the answer might seem simple. But in reality, it requires...

Monday, October 6, 2025

Weekly Market Commentary | Q3 Earnings: Resilient Margins, AI Boosts Growth | October 6, 2025 LPL Research provides a Q3 earnings preview highlighting strong AI-driven growth, resilient margins despite tariffs, and a positive outlook...

Wednesday, October 1, 2025

If you’ve found yourself stepping into a more active role in your parents’ financial lives, you’re not alone. Some of us are helping aging parents navigate everything from healthcare decisions to bill payments—and increasingly, we’re...

Monday, September 29, 2025

Weekly Market Commentary | Equity Market Melt-Up Cools as Government Shutdown Looms | September 29, 2025 LPL Research analyzes recent market performance as Fed expectations, strong economic data, government shutdown concerns and more...

Thursday, September 18, 2025

The final months of the year can sneak up quickly, and with them come deadlines, decisions, and distractions. Before the holiday season takes over your calendar, fall can be a valuable window to revisit your financial strategy and...

Monday, September 15, 2025

Weekly Market Commentary | The Intersection of Political Uncertainty and Global Debt Markets | September 15, 2025 LPL Research examines political shifts and fiscal concerns in Japan, France, the U.K., and the U.S. and its impact on...

Tuesday, September 2, 2025

Weekly Market Commentary | Calm Before the Storm: Can This Rally Continue in September? | September 2, 2025 Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut expectations in LPL Research’s...

Tuesday, September 2, 2025

The Tax Cuts and Jobs Act of 2017 (TCJA) included lower federal income tax brackets, bigger standard deductions, and higher gift and estate tax exemptions, among other provisions. The law stipulated that some of those tax breaks would...

Wednesday, August 27, 2025

Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime....

Monday, August 25, 2025

Weekly Market Commentary | Grand Ideas at the Grand Tetons | August 25 2025 LPL Research examines recent Fed comments and what to expect moving forward. READ MORE  Tracking #786184 | #787588 (Exp. 08/26)

Monday, August 18, 2025

Weekly Market Commentary | Earnings Season Delivers | August 18, 2025 LPL Research discusses key takeaways from the most recent earnings season. READ MORE  Tracking #783611 | #784394 (Exp. 08/26)

Wednesday, August 13, 2025

The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement...

Monday, August 11, 2025

Weekly Market Commentary | Stocks Sailing Smoothly Through Policy Crosscurrents So Far | August 11 2025 LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current...

Monday, August 4, 2025

Weekly Market Commentary | Seven Takeaways From a Dizzying Week For Markets | August 4, 2025 LPL Research analyzes an eventful week for markets, discussing potential Fed actions, the recent jobs report, earnings season, and more. READ...

Monday, July 28, 2025

Weekly Market Commentary | Economy in Uncharted Waters | July 28, 2025 LPL Research analyzes the U.S. economy’s uncertain path amid evolving trade policy, rising delinquencies, and shifting market leadership. READ MORE  Tracking...

Tuesday, July 22, 2025

Compensation is more than just a number on a paycheck. Whether you're exploring new opportunities, preparing for a promotion, or evaluating your current benefits, it’s important to understand the full value of your total...

Monday, July 21, 2025

Weekly Market Commentary | Midyear Fixed Income, Currency, andCommodity Markets Outlook: Higherfor Longer | July 21, 2025 LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts...

Monday, July 14, 2025

Weekly Market Commentary | Midyear Stock Market Insights: Challenges and Opportunities | July 14, 2025 LPL Research provides their midyear stock market outlook, discussing tariffs, geopolitical uncertainty, the Mag 7, and more. READ...

Wednesday, July 9, 2025

While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they're important? We pulled together some information and interesting facts about some of...

Monday, July 7, 2025

Weekly Market Commentary | Strategic Time Horizon SupportsAllocation to Non-U.S. Equities | June 30, 2025 LPL Research examines why strategic allocations should still consider diversification into international equities. READ...

Monday, June 30, 2025

Weekly Market Commentary | Strategic Time Horizon SupportsAllocation to Non-U.S. Equities | June 30, 2025 LPL Research examines why strategic allocations should still consider diversification into international equities. READ...

Wednesday, June 25, 2025

You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel...

Monday, June 23, 2025

Weekly Market Commentary | China’s Equity Market Diverges: A-Shares vs. H-Shares | June 23, 2025 LPL Financial explores the split in China’s stock market, as mainland A-shares struggle and internationally accessible H-shares rally on...

Monday, June 16, 2025

Weekly Market Commentary | Inflation’s Importance to Financial Markets Cannot Be Overstated | June 16, 2025 Inflation’s effects on the economy, policy, and the financial markets are wide-ranging. LPL Financial explores the ways...

Monday, June 2, 2025

Weekly Market Commentary | Tariffs and Market Volatility Likely to Stick | June 2, 2025 LPL Research discusses recent tariff news, what direction the Trump administration might go in next, and potential market implications. READ...

Tuesday, May 27, 2025

Weekly Market Commentary | Can Earnings Catch Up to This Stock Market Rally? | May 27, 2025 LPL Research discusses first quarter's solid reporting season and why it might not offer much of a confidence boost for the rest of 2025's...

Tuesday, May 27, 2025

It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While some graduates have jobs lined up, many others still are navigating job...

Monday, May 19, 2025

Weekly Market Commentary | Market Update: Tariff Pause Boosts Sentiment, Fed Steady | May 19, 2025 LPL Research explores the temporary pause on tariffs with China, the impact on investor sentiment, and the ongoing strength of the U.S....

Wednesday, May 14, 2025

As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches,...

Monday, May 12, 2025

Bulls Are on Trial | Weekly Market Commentary | May 12, 2025 LPL Research discusses trade talks and their market outlook, noting progress but ongoing uncertainty due to tariff risks and economic conditions. READ MORE  Tracking...

Monday, May 5, 2025

Finding Value Among the Muni Market Malaise | Weekly Market Commentary | May 5, 2025 LPL Research highlights the volatile month for the municipal bond market, the impact of supply outpacing demand, strong credit fundamentals, and more...

Monday, April 28, 2025

Softer Tone on China Is Encouraging, but Some Caution Still Advised| Weekly Market Commentary | April 28, 2025 LPL Research discusses recent market advancements and what they might mean for investing. READ MORE  Tracking #730788...

Monday, April 21, 2025

Revising Our S&P 500 Target Amid a Storm of Uncertainty| Weekly Market Commentary | April 21, 2025 LPL Research discusses another volatile week for markets, introduces a revised S&P 500 target, and assesses the likelihood of the lows...

Wednesday, April 16, 2025

April is a pivotal time in the college admissions process. After years of preparation, saving, and investing—not to mention the countless hours spent on exam prep, campus visits, and perfecting applications and essays—the finish line...

Monday, April 14, 2025

Decent Chance Stock Market Bottom Is in but Far From Certain | Weekly Market Commentary | April 14, 2025 LPL Research provides perspective on recent volatility and the risk-reward trade-off for stocks following last week’s rebound....

Monday, April 7, 2025

Tariff Turmoil: Where Do We Go from Here? LPL Research provides key takeaways from recent tariff news, including some potential silver linings. READ MORE  Tracking #720090 | #720092 (Exp. 04/26)

Tuesday, April 1, 2025

April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether...

Monday, March 31, 2025

Tariff Uncertainty Facing Stocks to Start Clearing Soon | March 31, 2025 LPL Research discusses how markets continue to struggle with trade uncertainty ahead of this week's big tariff announcements. READ MORE  Tracking #715963 |...

Tuesday, March 25, 2025

One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details with your team of professionals is another way to help manage your legacy...

Monday, March 24, 2025

Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025 LPL Research discusses the Fed's approach to economic uncertainties, inflation, and adjustments to balance sheet runoff. READ MORE  Tracking # 713465 | #...

Monday, March 17, 2025

Market Correction Perspective | Weekly Market Commentary | March 17, 2025 LPL Research explores the market correction and why solid fundamentals should provide a backstop from a bear market. READ MORE  Tracking #710394 | #710786...

Tuesday, March 11, 2025

March is Women’s History Month, and according to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up from 41% in 2021.1 Those numbers are even more impressive when you consider...

Monday, March 10, 2025

Navigating Strategic and Tactical Investment Horizons: The Differences | Weekly Market Commentary | March 10, 2025 LPL Research discusses the distinct nature of investment horizons and examines when and why strategic and tactical...

Wednesday, February 26, 2025

You've worked hard throughout your life to build assets to support your retirement. As financial professionals, one of the most critical functions we provide is helping clients determine their retirement income needs and structuring a...

Monday, February 24, 2025

Refinancing ZIRP | Weekly Market Commentary | February 24, 2025 LPL Research discusses the U.S. federal debt, yields, and Treasury Bills as the U.S. Treasury market enters a transition period in 2025. READ MORE Tracking #699563 (Exp....

Tuesday, February 18, 2025

Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025 LPL Research explores the latest round of tariff news and why the metals market is heating up. READ MORE Tracking #697535 | #697537 (Exp. 02/26)

Tuesday, February 11, 2025

Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine the shock of discovering that a criminal beat you to filing your...

Monday, February 10, 2025

Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025 LPL Research discusses the case for bull and bear markets in 2025. READ MORE Tracking # 694348 | # 694580 (Exp. 02/26)

Monday, February 3, 2025

U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025 LPL Research explores the factors that define U.S. exceptionalism, including its de facto global reserve currency, and the responsibilities that...

Monday, January 27, 2025

Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025 LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump presidency. READ MORE Tracking #687207 | #...

Wednesday, January 15, 2025

Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income...

Monday, January 13, 2025

New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025 LPL Research discusses why they believe investors should give the bull market the benefit of the doubt. READ MORE Tracking #681221 | # 681329 (Exp. 01/26)

Monday, January 6, 2025

Evaluating Stock and Bond Market Predictions From 2024 | Weekly Market Commentary | January 6, 2025 The LPL Research team evaluates the accuracy of their stock and bond market forecasts from 2024. READ MORE Tracking #677754 | #677755...

Wednesday, January 1, 2025

Looks like New Year's resolutions are still going strong in 2025! A recent Pew survey found that about a third of Americans kicked off the year with at least one resolution, and many people actually went for multiple goals. It's...

Monday, December 23, 2024

The Fed Resets Expectations for Next Year | Weekly Market Commentary | December 23, 2024 LPL Research shares some important factors that could determine the economic path for 2025. READ MORE Tracking #674313 | #674447 (Exp. 12/25)

Wednesday, December 18, 2024

As we approach the end of 2024, it's an opportune time to reflect on the year's financial developments and consider what 2025 may bring. We believe in understanding both the past and potential future of our economic landscape, which...

Monday, December 16, 2024

A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024 Will 2025 be the year for fixed income? LPL Research examines what could be in store for fixed income markets in the year ahead. READ MORE Tracking...

Wednesday, December 11, 2024

As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs. For decades, you may have enjoyed employer-sponsored health insurance. As...

Monday, December 9, 2024

High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024 LPL Research shares a high-level overview of some key stock and bond market themes covered in our 2025 Outlook. READ MORE Tracking #...

Monday, November 25, 2024

A Basket of Uncertainty Bolsters the Dollar | Weekly Market Commentary | November 25, 2024 LPL Research discusses the dollar's rise amid global uncertainty. READ MORE Tracking # 662173/662250 (Exp. 11/25)

Thursday, November 21, 2024

Financial professionals typically have a year-round focus on monetary goals and wealth management strategies. However, we also believe that true financial well-being is intrinsically linked to your overall life satisfaction and...

Monday, November 18, 2024

Trade, Tariffs, and Inflation | Weekly Market Commentary | November 18, 2024 LPL Research explores trade dynamics since Trump's first administration and why that may limit the impact of changes to trade policy. READ MORE Tracking...

Wednesday, November 6, 2024

America is a generous country. People with diverse backgrounds can unite for a good cause, whether to benefit their local communities or the broader world. As we enter the holiday season, now is a great time to think about your giving...

Monday, October 28, 2024

What Scares Us About the Economy and Markets | Weekly Market Commentary | October 28, 2024 LPL Research discusses some economic and market risks that, in honor of Halloween, might scare investors in the months ahead and lead to more...

Tuesday, October 22, 2024

As financial professionals, we’ve noticed a trend among our clients: an increasing interest in electric vehicles (EVs). To help address some of your questions, we’ve compiled this high-level guide to provide insights into the...

Monday, October 14, 2024

Happy Second Birthday Bull Market – Here’s to a Third! | Weekly Market Commentary | October 14, 2024 LPL Research celebrates the bull market's second anniversary and discusses if the market can continue to run higher. READ MORE...

Tuesday, October 8, 2024

Statistics show that nearly 33% of Americans have faced some identity theft attempts in their lives, and experts estimate there is a new case of identity theft every 22 seconds. As financial professionals, one of our primary goals is...

Monday, October 7, 2024

Just When We Recalibrated, Another Shock Arrived | Weekly Market Commentary | October 07, 2024 LPL Research explores the Fed's recalibration of policy amid economic shifts, rate cuts, and labor market dynamics impacting growth and...

Monday, September 30, 2024

Gold Rally Is No Flash in the Pan | Weekly Market Commentary | September 30, 2024 LPL Research explores the record-high rally in gold and highlights how the precious metal has outperformed most risk assets this year. READ MORE...

Wednesday, September 18, 2024

The Impact of Elections on the Markets and Tax Policy With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what...

Monday, September 16, 2024

Second Quarter Earnings Recap: Good, Not Great | Weekly Market Commentary | September 9, 2024 LPL Research recaps second quarter earnings season and shares its thoughts about the outlook for corporate profits through 2025. READ MORE...

Wednesday, September 4, 2024

Don’t Be A Victim Of The Retirement Crisis If you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of working-age Americans believe the same thing. That percentage is up from 67% in...

Wednesday, August 28, 2024

Lake Placid, New York, a village renowned for its natural beauty and home to the 1980 Winter Olympics, recently played host to one of the most grueling and celebrated endurance events of the year—the IRONMAN® Lake Placid 2024. Among...

Monday, August 26, 2024

It's Go Time for the Federal Reserve | Weekly Market Commentary | August 26, 2024 LPL Research provides key takeaways from the recent Jackson Hole Economic Symposium and what to expect in future Federal Reserve policy.‍ READ MORE...

Monday, August 26, 2024

Stock and Bond Market FAQs From the Field and Focus 2024 | Weekly Market Commentary | August 19, 2024 LPL Research explores advisor FAQs from the 2024 Focus conference, including market volatility, rate expectations, yen carry trade,...

Thursday, August 15, 2024

In 1999, Bill Gates wrote, “How you gather, manage, and use information will determine whether you win or lose.” Companies looking to be successful in the future should heed these words when making decisions about implementing...

Monday, August 5, 2024

Thoughts on Global Selloff and the Dollar's Path to Decompressing | Weekly Market Commentary | August 5, 2024 LPL Research discusses the global stock market selloff and the U.S. dollar. READ MORE Tracking #610571 (Exp. 08/2025)

Thursday, August 1, 2024

Sending a child off to college is a major milestone for any family, whether you’re a parent, grandparent, or close friend. It’s an exciting time, filled with anticipation and perhaps a bit of trepidation. There’s so much to do, and...

Monday, July 29, 2024

Key Themes for the Macroeconomic Landscape in the Second Half of 2024 | Weekly Market Commentary | July 29, 2024 LPL Research discusses key market themes and expectations for the macroeconomic landscape for the second half of 2024....

Monday, July 29, 2024

Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024 LPL Research provides key themes for bonds in the second half of 2024: current bond yield levels offer opportunity, focus on income, and...

Wednesday, July 17, 2024

If you are a small business owner—or plan to be one—you should be aware of a new reporting requirement. The Corporate Transparency Act (CTA), passed in 2021, changed beneficial ownership rules, which is expected to impact 32 million...

Monday, July 15, 2024

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. The Standard & Poor’s 500 Index advanced 0.87 percent, while the Dow Jones Industrial Average picked...

Wednesday, July 10, 2024

Legacy preparation can play a key role in any financial strategy. Legacy management lets you consider what happens to everything you’ve accumulated—and may continue to accumulate—throughout your lifetime. But far too often, we’ve seen...

Monday, July 1, 2024

Double-Digit Earnings Growth on Tap | Weekly Market Commentary | July 1, 2024 LPL Research discusses expectations for the upcoming earnings season, highlighting the importance of earnings growth in maintaining or enhancing stock...

Monday, June 24, 2024

Artificial Intelligence: The Antidote to Fed Policy? | Weekly Market Commentary | June 24, 2024 LPL Financial explores artificial intelligence, its expected impact on the stock market, and investing in disruptive technologies. READ...

Monday, June 17, 2024

Keep Calm and Clip Bond Coupons | Weekly Market Commentary | June 17, 2024 LPL Research explores the Treasury market's response to recent economic data releases and central bank meetings. READ MORE Tracking # 592144 (Exp. 06/2025)

Friday, June 14, 2024

As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...

Monday, June 10, 2024

Stocks rose last week despite conflicting stories from economic reports. The Dow Jones Industrial Average inched up 0.29 percent while the Standard & Poor’s 500 Index powered ahead 1.31 percent. The Nasdaq Composite led, picking up 2...

Tuesday, June 4, 2024

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...

Monday, June 3, 2024

Adjusting the Sector Sails | Weekly Market Commentary | June 3, 2024 LPL explores takeaways from an unseasonably strong May, the technical and seasonal setup for stocks into June, and highlights recent sector changes. READ MORE...

Tuesday, May 28, 2024

Earnings are Doing Their Part: Exploring Q1 Earnings | Weekly Market Commentary | May 28, 2024 LPL Research explores Q1 earnings season with S&P 500 earnings per share up nearly 7% despite a big loss from Bristol Myers Squibb. READ...

Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

Monday, May 20, 2024

How's It Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024 LPL Research explores the real estate market and an economy that is less sensitive to interest rate policy in a post-pandemic economy. READ MORE Tracking...

Monday, May 13, 2024

Preferred Securities: Still Our Preferred Non-Core Bond Sector | Weekly Market Commentary | May 13, 2024 LPL Research explores the preferred securities market and how they may be an attractive option for income-oriented investors....

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Monday, May 6, 2024

Sell in May? Maybe Not | Weekly Market Commentary | May 6, 2024 LPL Research explores the “Sell in May and Go Away” maxim and how stocks perform during prolonged Fed pause periods. READ MORE Tracking # 574718 (Exp. 05/2025)

Monday, April 29, 2024

That Was Quite a Week | Weekly Market Commentary | April 29, 2024 LPL explores what first quarter GDP, the Fed’s preferred inflation measure, and a barrage of earnings news mean for the Fed and markets going forward. READ MORE...

Monday, April 22, 2024

The Ever-Changing Market Narrative | Weekly Market Commentary | April 22, 2024 LPL Research examines the return of market volatility as the narrative has shifted toward a higher for longer monetary policy backdrop. READ MORE Tracking...

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

Monday, April 15, 2024

Revisiting Energy | Weekly Market Commentary | April 15, 2024 LPL explores the energy space, highlighting oil’s geopolitical risk amid an improving supply/demand backdrop, and how rate cuts could benefit the space. READ MORE Tracking...

Monday, April 8, 2024

What to Watch This Earnings Season | Weekly Market Commentary | April 8, 2024 LPL previews first quarter earnings season, which will be driven by an improving economic environment and significant impact from the technology sector....

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Monday, March 25, 2024

Navigating the Strategic Investing Landscape | Weekly Market Commentary | March 25, 2024 LPL Research discusses strategic and tactical investment processes and recap their recent strategic asset allocation change. READ MORE Tracking #...

Monday, March 18, 2024

A Busy (and Perhaps Historic) Week for Central Banks | Weekly Market Commentary | March 18, 2024 LPL Research previews a busy week for central banks, including the Federal Reserve and the Bank of Japan, and what it could mean for...

Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Monday, March 11, 2024

Gold Shines Brighter Than Ever | Weekly Market Commentary | March 11, 2024 LPL Research discusses gold rallying to a record high, how global central bank demand has been a key catalyst, and how gold-related ETFs could provide support....

Monday, March 4, 2024

Super Six Drives Solid Earnings Season | Weekly Market Commentary | March 4, 2024 LPL Research explores a solid Q4 earnings season powered by the Super Six and resilient profit margins, helping to support elevated stock valuations....

Monday, February 26, 2024

Buybacks are Back | Weekly Market Commentary | February 26, 2024 LPL Research examines the rebound in share buybacks on the back of a resilient U.S economy, easing inflation pressures, and expected interest rate cuts. READ MORE...

Tuesday, February 20, 2024

Treasuries : Who’s Buying and Why it Matters | Weekly Market Commentary | February 20, 2024 LPL Research examines the Treasury market to discover who is buying Treasury securities in the absence of the Fed and why it’s...

Monday, February 12, 2024

Outlook for U.S. Economy Continues to Brighten | Weekly Market Commentary | February 12, 2024 LPL Research discusses its upwardly revised economic growth forecast for 2024 and how fiscal stimulus may provide some support. READ MORE...

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Monday, February 5, 2024

Will the January Barometer Come Through? | Weekly Market Commentary | February 5, 2024 LPL discusses the likelihood the stock market's gains in January will translate into a positive 2024 for stocks and whether the S & P 500 has come...

Monday, January 29, 2024

Is Too Much Optimism Priced In? | Weekly Market Commentary | January 29, 2024 LPL Research discuss several different stock valuation approaches and even make the case that they aren’t as pricey as they look. READ MORE Tracking...

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

Monday, January 22, 2024

Will Shipping Disruptions Alter Fed Plans? | Weekly Market Commentary | January 22, 2024 LPL Research examines supply chain issues today compared to the pandemic and discusses whether they will alter the Fed’s plans to cut...

Tuesday, January 16, 2024

Magnificent Seven and Margins Are Keys to Q4 Earnings Season | Weekly Market Commentary | January 16, 2024 LPL Research previews fourth quarter earnings season highlighting the importance of the magnificent seven, outsized cuts to...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Monday, January 8, 2024

China 2024 Faces Demanding Challenges | Weekly Market Commentary | January 8, 2024 LPL Research explores the expectations for post-pandemic China and provides updated thoughts on investing in China and emerging markets. READ MORE...

Tuesday, January 2, 2024

Lessons Learned in 2023 | Weekly Market Commentary | January 2, 2024 LPL Research reflects back on 2023 and the key lessons learned from a challenging but impressive year for stocks. READ MORE Tracking #522054 (Exp. 12/2024)

Monday, December 18, 2023

Key Equity Themes for 2024 | Weekly Market Commentary | December 18, 2023 LPL Research highlights key themes underlying our stock market outlook for 2024 and discusses possible upside scenarios. READ MORE Tracking #517663 (Exp. 12/2024)

Monday, December 11, 2023

Discord in the OPEC+ Oil Patch | Weekly Market Commentary | December 11, 2023 LPL Research discusses the challenge that a fragmented OPEC+ cartel faces in supporting oil in an oversupplied market with lackluster growth in China. READ...

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

Monday, December 4, 2023

Anatomy of a Market Rally | Weekly Market Commentary | November 20, 2023 LPL Research looks at the key catalysts underpinning the market rally after seasonality finally turned positive on November 1. READ MORE Tracking # 507080 (Exp....

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Monday, November 27, 2023

Anatomy of a Market Rally | Weekly Market Commentary | November 20, 2023 LPL Research looks at the key catalysts underpinning the market rally after seasonality finally turned positive on November 1. READ MORE Tracking # 507080 (Exp....

Monday, November 20, 2023

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

Monday, November 13, 2023

Is the Stock Market Correction Over? | Weekly Market Commentary | November 13, 2023 LPL Research looks closer at the recent rebound in U.S. equities and what key catalysts they are watching to determine if the market correction is...

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

Monday, November 6, 2023

Can Muni Investors Catch a Break? We Think So | Weekly Market Commentary | November 6, 2023 LPL Research explains why they think muni investors may be able to catch a break, especially if the Fed is done with its aggressive rate...

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Monday, October 30, 2023

Possible Halloween Scares for Markets and the Economy | Weekly Market Commentary | October 30, 2023 LPL Research strategists weigh some potential scares for markets and the economy against a generally favorable fundamental backdrop....

Wednesday, October 4, 2023

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...

Monday, July 31, 2023

Investing your money for the future might be one of the quickest ways to grow your wealth, whether saving for retirement or making a large purchase. While most people know investing is a potential way toward a more manageable...

Monday, July 31, 2023

You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing. The adage "you can't save your way to wealth" is simplistic, but has a kernel of truth; putting your money...

Monday, July 31, 2023

Planning for your financial future and retirement looks much different now than in previous years. Some people must supplement their Social Security to have enough to maintain their desired lifestyle. This means financial planning is...

Monday, July 31, 2023

Loss aversion, or the phenomenon of experiencing losses much more severely than gains, can lead to unwise investment decisions. Whether you're hanging on to a loser of a stock for longer than you should or are afraid to invest at all...

Friday, July 28, 2023

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Friday, July 28, 2023

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Monday, July 24, 2023

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Monday, July 24, 2023

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Monday, July 17, 2023

Our 2023 investing outlook started with a theme of returning to normalcy.  Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a...

Monday, July 17, 2023

On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12, 2022.1 According to a common definition of market cycles, this indicated that the...

Monday, July 17, 2023

Most of us who have experienced college are all too familiar with that intimidating mountain you have to climb upon graduation: repaying your student debt. Seeing our children struggle financially is heart-wrenching, and though we want...

Monday, July 17, 2023

Navigating health insurance, retirement accounts and real estate Divorce, while an emotionally taxing experience, also comes with several financial implications that, if not properly managed, could result in long-lasting financial...

Monday, July 17, 2023

In a 6 to 3 vote, the Supreme Court struck down the Biden administration’s student loan forgiveness plan denying a chance for at least 43 million eligible participants to eliminate up to $20,000 of their debt. Despite new...

Monday, July 17, 2023

In 1938, Harvard researchers began a groundbreaking study to answer a timeless question: What makes us happy in life? Over the decades, the study has followed 724 people from diverse backgrounds, collecting health records.

Tuesday, July 11, 2023

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will?

Wednesday, July 5, 2023

Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation."

Saturday, July 1, 2023

America’s Founding Fathers created the foundation of a nation like no other. Each had goals and dreams, many with high expectations of what the United States of America could become.

Saturday, June 24, 2023

There are insurances you may want to consider for your college student. Whether an accident or some other unforeseen event occurs, you may help relieve some of their (or your) financial stress through these six types of insurance.

Tuesday, June 20, 2023

Everyone should have a savings account. Savings are important so you can work toward your financial goals and have funds prepared in case of an emergency. Having multiple savings accounts can be a good idea, too, one or more of which...

Saturday, June 17, 2023

A second home no doubt sounds enticing, but fulfilling this dream takes attention to detail and a firm vision of your long-term goals.

Tuesday, June 6, 2023

Here are considerations you should take into account when considering whether or not to purchase a rental property.

Saturday, June 3, 2023

Hurricane season runs from June to November, and it's also prime time for tornadoes, other wind and rainstorms, and lightning strikes.

Friday, May 26, 2023

Vacations are an investment. A lot of planning and money goes into having the best trip possible—but should you buy travel insurance to protect yourself in the event of unforeseen changes and emergencies?

Sunday, May 21, 2023

Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also the future of society. It is an act of generosity, forward-thinking, and love....

Sunday, May 14, 2023

After spending so much of your life saving for retirement, it may be challenging to transition from depositing funds to withdrawing them. You may wonder whether there is any way to maintain your lifestyle and preserve your wealth to...

Tuesday, May 9, 2023

You're ready to buy an insurance policy, but you feel a bit uneasy embarking into the insurance world. After all, the language can be technical, and you're wary of insurance agents throwing sales pitches at you. Whether you're buying...

Sunday, May 7, 2023

Small businesses may often find themselves struggling, and there are many situations in which business owners may find themselves weathering a storm and hoping to make it through. While the strength and fortitude of those who run small...

Wednesday, May 3, 2023

When it feels like the galaxy’s forces are all working against you when it comes to your finances, fighting back may seem incredibly daunting. However, becoming a financial Jedi Master is not as hard as you think. Here are four...

Sunday, April 30, 2023

You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of your death. However, determining the appropriate amount of coverage for your...

Sunday, April 23, 2023

A 2022 Gallup Poll found that 58% of all adult Americans own stock. The top 1% owns more than half the total amount invested among those who own stock. 1 Making investing possible for your children, nieces, nephews and other loved ones...

Sunday, April 16, 2023

Thoughts from a financial professional 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...

Thursday, April 13, 2023

With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the...

Sunday, April 9, 2023

When people think of “myths,” they often think of such stories as Pandora’s Box (the woman who took the lid off of a jar releasing all of the world’s ills upon the world, were taxes one of them?), or the Tale of...

Wednesday, April 5, 2023

Approximately 70 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. Although most people receiving Social Security are retired, you and your family...

Sunday, April 2, 2023

Most people know that once they approach retirement age, their reward for years of work comes from Social Security payments they put money towards during their employment. Deciding when to file for your Social Security payments is...

Sunday, March 26, 2023

Mom-and-pop businesses have held a special place in the hearts of American consumers since the beginning of retail commerce in the USA. These family-owned, small businesses were America’s backbone before larger corporations began...

Sunday, March 19, 2023

Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged...

Sunday, March 12, 2023

INFLATION WORRIES AND WHAT TO DO, AND THE INTERSECTION OF ADDICTION & TECHNOLOGYThere are three simple keys to investing that you use as a framework for thinking about different types of investments and how they fit into a...

Tuesday, March 7, 2023

In the U.S., men are investing and accumulating wealth at a greater pace than women, fueling the gender investing gap. Closing the investing gap is essential so that women accumulate enough retirement assets for their entire lives. On...

Sunday, March 5, 2023

Having a good credit score doesn't just get you the best interest rates. It can also reduce your auto insurance premiums, allow you to avoid security deposits, and in some cases, even help you get hired.1But what goes into your credit...

Tuesday, February 28, 2023

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a...

Thursday, February 23, 2023

Financial wellness is a state of being when one is in control of their finances, can cover expenses, and save for future goals. Consider financial wellness as your relationship with money; it can be either healthy or unhealthy....

Thursday, February 16, 2023

With healthcare costs continuing to rise, there are ways to help lower the cost of healthcare for yourself by becoming a wise consumer of healthcare. February is National Wise Health Care Consumer Month and a great time to empower...

Monday, February 13, 2023

Looking for ways to save "I love you" on Valentine's Day? Then you may want to consider opening a spousal individual retirement account (IRA). This gift says, "Let's grow old together comfortably," and shows your partner that you care...

Thursday, February 9, 2023

With the signing of the Omnibus Appropriations package into law, both employees and employers can take advantage of more than 90 new provisions aimed at creating opportunities to create or modify workplace retirement plans and...

Thursday, February 9, 2023

The Super Bowl is more than just a game. It's an American holiday. As you prepare for this fun day, you may also want to think about how to create "big wins'' in your investment strategy. Get ready for Super Bowl Sunday by checking out...

Sunday, February 5, 2023

When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer...

Monday, January 30, 2023

Identity theft runs rampant during tax seasonHere’s what to know and how you can help protect yourself.Identity thieves often swipe your bank or credit card account numbers, birth date information or Social Security Number (SSN)...

Monday, January 23, 2023

You have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection of steps that help you to evaluate your financial condition and...

Thursday, January 19, 2023

Setting goals for a new year can feel overwhelming.  We all know that resolutions don’t last, but we also feel the energy that comes with a new year of possibilities. Here’s a clearer path for setting and reaching your...

Monday, January 9, 2023

With tax season coming to an end, it’s the ideal time to use this year's tax return to help update your financial plan. If you’re in the group of one in four Americans who do not already have a financial plan, it may be...

Thursday, January 5, 2023

We wish you a happy New Year and hope you were able to close out 2022 with friends and family.The beginning of a calendar year is often the time when the previous year’s reflections transition to a new year’s hopes. Given...

Monday, January 2, 2023

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to...

Monday, December 19, 2022

As you take a moment to reflect upon all of the things that bring you comfort and joy this holiday season, consider giving back to those in need. Whether you are participating in an organized fundraiser or diving headfirst into your...

Monday, December 12, 2022

If you struggle to find a gift for the person who has everything—or want to do your holiday shopping without having to leave the house—consider giving stock as a gift. Doing so is easier than you think, and it may offer a...

Monday, December 5, 2022

If you ask someone their favorite part of the holiday season, giving or receiving gifts will likely be their response nine times out of ten. Gift-giving is a huge part of the holidays—it’s why there are entire days...

Thursday, December 1, 2022

The end of the year is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over twelve days,...

Friday, November 25, 2022

While Black Friday and Cyber Monday center on consumer deals, Giving Tuesday—the Tuesday after Thanksgiving—has a different focus. Each year, individuals and corporations are encouraged to use the day to support charities...

Saturday, November 19, 2022

Black Friday is sometimes the largest shopping holiday of the entire year. Millions of people typically shop in stores or online on Black Friday to score the top deals on must-have holiday gifts. While it may be easy to become...

Sunday, November 13, 2022

The average U.S. income tax rate stands at just over 13%—and if you're like many taxpayers, you're always looking for new tips and tricks to help reduce this percentage.1There are a number of different tax planning moves you can...

Sunday, November 6, 2022

The vast majority of Americans need long-term care. According to the U.S. Department of Health and Human Services, 70% of people over age 65 may need some long-term care during their lives.1 Unfortunately, planning for long-term care...

Wednesday, November 2, 2022

Shoppers spend nearly $20 billion every year on Small Business Saturday.1  If you’re not familiar with this particular holiday, it takes place in the U.S. the day after Black Friday in November, and a few days before Cyber...

Friday, August 19, 2022

We've all heard this advice before: if you want to save money, you need to cut back on spending. However, it's not always so easy. Identifying senseless spending in the following areas can help you save more each month.But don't fret....

Wednesday, August 17, 2022

Five easy pointers to help you plan during all of your retirement yearsIf you're retired, there's good news in that you'll probably live longer and perhaps better than your parents and grandparents did. The bad news: You'll live a...

Thursday, August 11, 2022

If you're living paycheck-to-paycheck or stuck in a job you don't love just to pay the bills, it can be easy to feel as though you're financially trapped. But financial freedom doesn't need to be elusive—with some focused and...

Friday, August 5, 2022

Twenty-one U.S. states, including Kentucky, Texas, and Virginia, require public schools to provide high school students with financial literacy courses.1 But even among the school systems that provide general financial education to...

Monday, August 1, 2022

Why Not A Yearly Retirement List?Labor Day is right around the corner. The weather is starting to turn a little cooler, college football returns and the kids are back in school. For me, it's always been the kids going back to school...

Saturday, July 23, 2022

About 61 million adults in the U.S. live with a disability. Many of these disabilities are serious enough to impact a person's daily life.There may be financial benefits available to those whose disabilities leave them unable to hold...

Saturday, July 16, 2022

When it comes to investing, having fewer investments might help streamline your portfolio to manage stress better. Here are some benefits of a simple portfolio and some ways to help you create one.The Benefits of SimplicityUnless you...

Thursday, July 7, 2022

Now is a good time to check-in and see how you're really doing:Amid the draining heat of mid-summer, do you remember your New Year's resolutions regarding your personal financial planning? How are you coming with your to-do list?Time...

Tuesday, July 5, 2022

For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority.After all, when you're...

Friday, July 1, 2022

A regular program of disciplined financial practices can help you in the long-runMany people realize that the best way to stay in shape is to develop an appropriate fitness regimen and then stick with it. If you start a fitness program...

Tuesday, June 28, 2022

Summer is here, and it could be time to hit the road on a new adventure. If you're on a tight budget, you don't have to give up your summer vacation dreams. Here are a few tips you may be able to use to create the perfect vacation on a...

Monday, June 20, 2022

Generally, to be considered a tax-free exchange rather than a taxable surrender, you cannot receive the annuity proceeds directly—the proceeds from the annuity must be paid directly to the long-term care insurance company. Also,...

Sunday, June 12, 2022

As summer heats up, it pays to take a good look at how flexible you are. When you plan for the future, you need to be adaptable. No one knows what tomorrow holds.This is certainly true in the world of work. In a few short months, we...

Thursday, June 9, 2022

Environmental, Social, and Governance (ESG) investing is on the rise throughout the world. A 2018 study from Harvard University's Kennedy School of Government found that ESG investing now accounts for nearly $30 trillion, which is more...

Saturday, June 4, 2022

Even though housing prices throughout much of the U.S. are at or near all-time highs, there are still many distinct financial advantages to owning a home.1 From tax benefits to capital gains exclusions and guaranteed rates of return,...