Blog
December 7, 2020 - Is Stimulus Near?
The Week on Wall Street Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq...
Read MoreNovember 30, 2020 - Dow Hits 30,000
The Week on Wall Street Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard &...
Read MoreNovember 23, 2020 - New Infections Increase Anxiety
The Week on Wall StreetDespite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns.The Dow Jones Industrial Average fell 0.73%, while the...
Read MoreNovember 16, 2020 - Vaccine Triggers Rally
The Week on Wall Street News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh...
Read MoreNovember 9, 2020 - Markets React to Election
The Week on Wall Street Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.The Dow Jones...
Read MoreShow All
November 2, 2020 - No Stimulus, Stocks Lag
The Week on Wall Street Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad. The Dow Jones Industrial Average slid 6.47%, while the Standard &...
Read MoreOctober 26, 2020 - No Stimulus, Stocks Lower
The Week on Wall Street The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week. The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s...
Read MoreMy Mother Passed Away...Her Story and Lesson.
My Mother passed away last month. She was healthy and vibrant for nearly 80 years of her life. Then one day, as she was baking cakes for church, she got sick and then never returned home. 2 months later she passed away.
Read MoreDo Major Hurricanes Impact Stocks?
First and foremost, our thoughts are with all of those that were impacted by Hurricane Dorian over the Labor Day holiday and all those that are still in its path. Many have asked us what stocks tend to do after a major hurricane hits...
Read MoreTrade Uncertainty Still Weighing on Capital Investment
Business investment remains a critical component for this economic expansion. Capital expenditures (capex) drive productivity gains (more output per hour worked), which enables economic growth while keeping inflation contained. That...
Read More11 WAYS TO HELP YOURSELF STAY SANE IN A CRAZY MARKET
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are...
Read MoreConsumer Inflation Picks Up
Consumer inflation has surged back after a strong quarter of U.S. consumer demand. As shown in the LPL Chart of the Day, Consumer Inflation Picks Up in July, the core Consumer Price Index (CPI), which excludes food and energy prices,...
Read MoreMake the Most of Your 401(k)
As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to provide the means to pursue their investment goals. That's because 401(k) plans offer a variety...
Read MoreAnother Summer Storm
U.S. stocks have hit another trade-induced summer storm. The S&P 500 Index fell 3% on Monday, its worst day since December 2018. The index is now about 6% from record highs in U.S. stocks’ worst bout of volatility since May. As...
Read MoreSeasonal Slump?
As we discussed here last week, August has been one of the worst months for stocks in recent decades. After last week’s more than 3% drop in the S&P 500 Index, seasonality could be taking hold once again in U.S. equities. Outside...
Read MoreU.S. Yields and a Rate Cut
It could be a momentous week for U.S. monetary policy and the Treasury yield curve. The Federal Reserve (Fed) is expected to cut its policy interest rate for the first time in 10 years July 31. As shown in the LPL Chart of the Day,...
Read MoreA Case for Stocks from Bond Valuations
U.S. stocks have powered back to record highs, and they could benefit more from a relatively expensive fixed income market. As shown in the LPL Chart of the Day, Stocks Appear Historically Cheap Relative to Bonds, S&P 500 Index stocks...
Read MoreEstate Management Checklist
Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare...
Read MoreWhat's the Best Way to Give Money to Children and Grandchildren?
There are several ways you might consider gifting money to your loved ones. In 2017, the IRS allows you to give up to $14,000 annually (or $28,000 if you give jointly with your spouse) in cash, investments, and/or property to each of...
Read More9 Ways To Earn Retirement Income
Retirement income is different than what you're used during a full-time career. You'll have a new set of concerns, but you'll also have a decent amount of freedom to make your money behave the way you want. Here are nine of the most...
Read MoreEstate Planning Checklist
Part 1 -- Communicating Your Wishes Do you have a will? Are you comfortable with the executor(s) and trustee(s) you have selected? Have you executed a living will or health care proxy in the event of catastrophic illness or...
Read MoreCentral Banks and the Search for Yield
Central banks are back in easing mode, to the dismay of coupon-clipping fixed income investors. As shown in the LPL Chart of the Day, Global Central Banks Back in Easing Mode, central banks around the world are embarking on a marked...
Read MoreStrong Jobs Rattle Bond Investors
The June jobs report was solid. Nonfarm payrolls rose 224,000, according to data released July 5. As shown in the LPL Chart of the Day, Strong June Payrolls Gain Surprises Investors, the rise in jobs last month handily beat estimates...
Read More10-Year Treasury Yields Look Up
The 10-year Treasury yield has been flirting with dipping below 2% throughout the later half of June and into the start of July. As our LPL Chart of the Day, Will Trade Truce Help 2% 10-Year Treasury Yield Hold?, shows, the yield has...
Read MoreCan The Fed Cut With Stocks Up Big?
The Federal Reserve (Fed) will likely cut rates at its next meeting in late July. This begs the question: Will the Fed really cut rates with stocks up so much year to date and near all-time highs? “It might sound strange for the...
Read MoreMidyear Outlook 2019
We are pleased to announce the release of the LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, with investment insights and market guidance through the end of 2019. LPL Research...
Read MoreCan Stocks Really Gain 20% This Year?
U.S. stocks could have a big year if LPL Research’s forecasts prove correct. All year, we’ve maintain our fair value target on the S&P 500 Index of 3,000, implying that we expect this bull market and economic expansion to...
Read MoreKeeping Summer Safe: Pool and Spa Safety Tips
The backyard pool can be great summer fun, but it can also be a source of danger for children. Every year hundreds of children fatally drown. In fact, drowning is the leading cause of preventable death among children ages 1-4.¹,...
Read MoreHave You Checked Your Retirement Plan Lately?
It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review within the last 12 months, now may be a...
Read MoreStaying on Track with Your Retirement Investments
Investing for your retirement isn't about getting rich quick. More often, it's about having a game plan that you can live with over a long time. You wouldn't expect to be able to play the piano without learning the basics and...
Read MoreThe Investment Risk No One’s Ever Heard Of
Knowledgeable investors are aware that investing in the capital markets presents any number of risks—interest-rate risk, company risk, and market risk. Risk is an inseparable companion to the potential for long-term growth. Some...
Read MoreSmart Financial Moves in 40s and 50s
These crucial years call for action. Today, retirement may seem nearer to you than it once did. The following moves might be worth making—and soon. Catch-up contributions to your retirement accounts. Starting in the year you turn...
Read MoreFive Keys to Investing For Retirement
Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you...
Read MorePlan Ahead for the Holiday Budget Crunch
Every year, millions of Americans celebrate the holidays with traditions such as throwing parties and buying gifts for family and friends. Unfortunately, many also participate in a tradition that lands them in debt -- spending more...
Read MoreCourse Correction
Bonds have increasingly signaled that Federal Reserve (Fed) policy may be too tight for an economy tied up in a drawn-out trade dispute. As shown in the LPL Chart of the Day, “Bond Market Increasingly Pricing in Rate Cuts...
Read MoreYields’ Rapid Decline
Long-term Treasury yields’ rapid decline has been one of the most baffling market developments of 2019. As shown in the LPL Chart of the Day, the 10-year Treasury yield fell 38 basis points (0.38%) in May, its biggest monthly...
Read MoreChecking In On The Five Forecasters
With the bull market 10 years old and the economic cycle about to reach 10 years, the big question is how much longer can it go? To answer this question we will take a closer look at our Five Forecasters for late-cycle warnings....
Read MoreInvesting in Your Vacation
Why do most avoid this important investment? Why do so many of us not use our vacation days? Salespeople talk about “leaving money on the table.” Well, employees leave vacation on the table. And the cost to us is...
Read MoreAnother Reason for Bulls to Shine
The S&P 500 Index has officially gained each of the first four months of the year for the first time since 2013. This comes on the heels of the best first quarter since 1998. Six straight months in green has been the best monthly win...
Read MorePullbacks Happen
As we noted yesterday, the recent bout of volatility has caught many investors off guard. However, we’ve been saying since late March that some type of normal correction could happen, and we’ve taken a more cautious stance....
Read MoreSix Ways a Budget Can Help Boost Savings
At some point in your life, you probably have heard about the importance of developing a budget. But, why is a budget so important? Perhaps you simply spend what you must and save whatever’s left over. Or, perhaps you spend all...
Read MoreCongratulations, Graduates! What are your next steps, financially?
What recent graduates (and their parents) need to think about Spring is here, summer weather has begun (in many places), and graduation time has arrived. Across the country, students are finishing their high school, college, and even...
Read MoreRetiring? Take Control of Your Assets
After years of saving and investing, you can finally see the big day -- retirement. But before kicking back, you still need to address a few matters. Decisions made now could make the difference between your money outlasting you or...
Read MoreInvesting for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...
Read MoreRising Tide for Diversified Portfolios
Diversified investors were the big winners in the first four months of this year. As shown in the LPL Chart of the Day, both stocks and bonds have posted strong rallies through the first four months of this year, thanks to increased...
Read More"Way of the Warrior Kid" Recommendation
I want to share a great book suggestion with you. This book is like no other. "Way of the Warrior Kid" written by an amazing Navy Seal, American hero and true Patriot. Jocko Willink. I actually read this book, word by word, page by...
Read MoreTime to Sell in May?
One of the most popular investment axioms is about to take over the airwaves: “Sell in May and Go Away.” That’s because the upcoming six months(from May until the end of October) have historically been the weakest...
Read MoreHave You Checked Your Retirement Plan Lately?
It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review within the last 12 months, now may be a...
Read MoreThe Waiting Game for Record Highs
After more than seven months, the S&P 500 Index notched a fresh all-time closing high of 2,933.68 on April 23. To get here, investors have weathered back-and-forth in trade negotiations, a historic government shutdown, unrelenting...
Read More5 Big Problems to Solve Before You Retire
It seems, sometimes, as though financial professionals come in only two flavors. There are those who promise everything is going to be fine; you don't have to fret about retirement, they say, because they'll help you make more than...
Read MoreTrue or False: You Are a Retirement Savings Plan Expert?
How much do you really know about your employer-sponsored retirement savings plan? If you're like many people, you have many ideas about how your plan works, which may or may not be entirely accurate. To gauge your knowledge, take...
Read MoreWhat's Priced In?
After such a strong rally this year, you may be wondering what could drive stocks higher from here. With the S&P 500 Index near its all-time high, a lot of good news could be priced in to stocks. At the same time, disappointments could...
Read MoreShould you insure that trip or TV? Here’s what an economist would do
You can buy insurance for practically anything these days. Planning a vacation to France? Your airline, travel agent or even hotel will likely offer trip insurance in case you need to change your dates or cancel. Going to the casino?...
Read MoreHigh School Graduation is a Time to Celebrate
BUT IT’S ALSO A TIME TO DO SOME LIFE-PLANNING The spring ritual of high school graduations is here. But graduates and their parents often are poorly prepared to meet the practicalities of the youngsters’ sudden entry into...
Read MoreDecisions. Decisions. Decisions. Life is all about Decisions.
Every day the average human being makes approximately 35,000 decisions. According to Cornell University we make 226.7 decisions per day on food alone! Of these 35,000 decisions… Some are made in our subconscious. Some are made...
Read MoreThe December Low Indicator Has Bulls Smiling
After the best first quarter for the S&P 500 Index since 1998, the big question is: What happens next? We’ve already discussed why a good start to a year could lead to more gains (here and here), but today we will take a look at...
Read MorePlan Ahead to Ease Travel Headaches
Waiting in a winding airport security checkpoint line is just one of many potential headaches today's travelers experience. Worrying about what to pack, what kind of identification is required, and how much cash to bring are yet others...
Read MoreWhat Happens When January, February, and March Are All Higher?
What a start to 2019! The S&P 500 Index had its best first quarter since 1998—gaining 13.1%. Taking a deeper look at the data reveals another rare occurrence: The S&P 500 was higher each of the first three months of the year for...
Read MoreWhat is the Value of your Business?
In the third quarter of 2017, more than 2,500 small businesses were sold. The median sale price was $225,000, up from $200,000 the year before.¹ As a business owner, ascertaining the value of your business is important for a...
Read MoreGood News Indicators
The Conference Board’s Leading Economic Index (LEI) is one of our favorite economic indicators. It is designed to predict future movements in the economy based on a composite of 10 economic indicators (like manufacturers’...
Read MoreEstablishing a Financial Safety Net
In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're protected when a financial emergency arises. One way to accomplish this is by setting up a...
Read MoreTime For New Highs?
After dropping nearly 20% late last year, the S&P 500 Index has officially bounced up more than 20% from the December 24 lows. As we noted at the time, most bear markets that take place in a non-recessionary environment tend to bottom...
Read More10 Smart Uses for Your Tax Refund
If you have a refund check coming your way, consider using it to bolster your personal balance sheet. The average refund is usually around $3,000, and most people receive the money within three weeks of filing their returns. That's a...
Read MoreWhat Type of Pullback Could We See?
The S&P 500 Index corrected nearly 20% from the September peak until December 24 before staging a furious rally of 19%. What could happen next? A well-deserved pullback would be perfectly normal, and in fact, is probably needed before...
Read MoreTax Return Filing Tips
In case you haven't noticed, it's tax time again. You have your 1040 package, your W-2, and various 1099 forms. And, with April 15th fast approaching, it is time to get down to business. A glance at the following questions and answers...
Read MoreWhy A Green January and February Have Bulls Smiling
After gaining 7.8% in January, the S&P 500 Index has added another 3.3% so far in February for a grand total year-to-date return of 11.4%. With two days to go, currently this is the best first two months of the year since 1987. As we...
Read MoreFinancial Aid 101
Many parents pay for college with a combination of current income, savings, and financial aid. By learning the basics of financial aid, you'll be able to understand how the aid process works and compare the aid awards your child...
Read MoreTrimming Our 2019 GDP Forecast
Economic data have consistently missed expectations recently as investors and Wall Street have struggled to quantify the impact of global trade and political risks. As shown in the LPL Chart of the Day, the Bloomberg U.S. Economic...
Read MoreFIVE QUESTIONS ABOUT LONG-TERM CARE
1. WHAT IS LONG-TERM CARE? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally...
Read MoreThe Year of the Pig Could Have Bulls Smiling
“Bulls make money, bears make money, and pigs get slaughtered.” Old Wall Street saying. The Chinese New Year (often called the Lunar New Year) kicked off Tuesday, February 5, and with it came the Year of the Pig. Although...
Read MoreEstate Tax Changes Under Recent Tax Acts
BACKGROUND The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) was a sweeping piece of legislation that significantly changed the federal gift and estate tax and the GST tax for the years 2001 through 2010. The...
Read More5 Keys to investing for Retirement
Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you...
Read MoreThe Diversified Investor’s Big January
Diversified investors just capped one of their best months of the current economic cycle. In January, the S&P 500 Index posted its biggest monthly gain since October 2015. At the same time, the Bloomberg Barclays Aggregate Bond Index...
Read MoreMarket Update: 1/30/19
Daily Insights Fed day. All eyes are on the Federal Reserve’s (Fed) interest-rate announcement and press conference today for signals on future policy after a volatile December. Fed fund futures are pricing in about a 70%...
Read MoreWhy Tom Terrific Might Not Be So Terrific For Stocks
The Super Bowl indicator suggests that stocks rise for the full year when the Super Bowl winner comes from the original National Football League (now the NFC), but when an original American Football League (now the AFC) team wins,...
Read MoreInsuring Your Business Against Cyber Liability
One study found that 43% of cyber attacks target small business, and 60% of small companies go out of business within six months of a cyber attack.¹ Business owners are also required to protect their customers’ personal...
Read MoreMain Street's Uncertainty Climbs
Recent U.S. economic data have been sending a lot of conflicting signals, and Wall Street’s economic outlook is more clouded than at any point of the cycle. Because of this, we thought we’d provide some direction from Main...
Read MoreBrexit Hits Another Bump
Yesterday’s U.K. Parliament vote was another bump in the road for Brexit. As shown in the LPL Chart of the Day, the British pound and the euro have steadily declined over the past few months, weighed down in large part by...
Read MoreChanging Unhealthy Behaviors
Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups, and no smoking or excessive alcohol. Yet, despite this knowledge, changing existing behaviors can be difficult. Look no...
Read MoreA Penny Saved is Two Pennies Earned
This modern twist on the Ben Franklin maxim reflects the multiplicity of taxes to which earnings are subject in today’s world.¹ Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here...
Read MoreClient Letter
It’s a new year and resolutions are in place, but investors in the financial markets may be struggling to find their optimism. The past several weeks have been very difficult, as the stock market sell-off resulted in the worst...
Read MoreLower Valuations May Signal Solid Gains For Stocks
Stocks have rebounded strongly off the December lows, with the S&P 500 Index adding 2% in January to its 7% gain over the last week of 2018. We see potential for further gains ahead given the fundamentals supporting economic growth and...
Read MoreHandling Market Volatility
Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it's your money at stake. Though there's no foolproof way to handle the ups and...
Read MoreMarket Fears and Economic Realities
Recent Federal Reserve (Fed) rhetoric has spooked financial markets, especially as uncertainty has clouded investors’ horizons. But we still believe the fundamental U.S. economic landscape is compelling, and despite market...
Read MorePutting an Extremely Volatile Market in Perspective
On Monday, the S&P 500 Index came about as close as possible to the technical definition of a bear market without officially registering one (defined as a 20% or larger decline based on closing prices). Enduring these sharp declines...
Read MoreTop 10 Tips for Fiscal Fitness
As days turn into weeks and weeks turn into months, it may feel like there is little time to catch up on all of your financial responsibilities. Sometimes it may be easier to simply toss ATM receipts, credit card bills, and bank...
Read MoreSeven Steps to Your Financial Future
Sometimes, even highly-compensated individuals may find it difficult to achieve long-term success when it comes to managing their personal finances. Although they may attain a comfortable level of income, their focus may be on career...
Read MoreMarket Update: 12/26/18
S&P 500 Index Reaches Bear Market on an Intra-Day Basis. While the S&P 500 Index is technically not in a bear market by the most widely used definition (20% or more decline based on closing prices), it is important to recognize that...
Read MoreYOUR EMERGENCY FUND: HOW MUCH IS ENOUGH?
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself...
Read MoreIs It Time For Santa?
So far it’s been rough for stocks in December, a month that has historically been bullish. How bad has it been? After 10 trading days, we’re off to the worst start to December since 1980! In fact, the S&P 500 Index is...
Read MoreOutlook 2019
We are pleased to announce the release of the LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, filled with investment insights and market guidance for the year ahead. After nearly 10 years of...
Read More5 Takeaways from Current Volatility
Last week was a tough week for stocks, with the S&P 500 Index down 4.5%, the worst performance since March. So what are some things investors should consider? To help answer that question, here are five takeaways on the near-term...
Read MoreThoughts on today's sell-off
As of this writing, the S&P 500 Index is down another 2% on top of the over 3% drop on Tuesday (markets were closed Wednesday to celebrate the life of former President George H. W. Bush 41). Here are our thoughts on the latest...
Read MoreTime For Santa?
Posted by lplresearch 2018 has been a rocky year with a big dose of volatility, but could a late-year rally be in store for investors? History says it is quite possible. “Although the well-known Santa Claus rally is technically...
Read MoreEarnings Deliver Again
We expected another strong earnings season, and corporate America delivered with S&P 500 Index year-over-year earnings increasing 28% in the third quarter. A pickup in economic growth, strong manufacturing activity, and tax cuts were...
Read MoreIs Gridlock Good for the Markets?
This question is being asked a lot following last week’s midterm election results, in which the Republicans held onto the Senate and the Democrats claimed control of the House. In one sense, these results may not matter for U.S....
Read MoreMidterm Election Perspective
The consensus was right. Although some votes are still rolling in, the Republicans have held onto their Senate majority (and they are tracking to add at least a couple seats to their majority), while the Democrats are poised to retake...
Read MoreMidterm Elections and the Market
The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the House of Representatives,...
Read MoreWhen Do Markets Get Volatile?
After the S&P 500 Index’s least volatile third quarter since 1963, October has ushered in a wave of volatility: Daily moves in excess of 1% now feel like the norm. Here’s what you need to know about volatility: It tends to...
Read MoreWhat Happens If You Miss the 10 Worst Days of the Year?
After more than three months without a single 1% change (up or down) for the S&P 500 Index, volatility came back—and in a big way—this past week. This brings up an interesting question: What would happen if you could avoid...
Read MoreEstate Management Checklist
Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare...
Read MoreThoughts on the Market Sell-Off
Stocks just had their worst one-day drop since February, as a combination of higher bond yields, U.S./China tensions, nervousness over the upcoming midterm elections, six straight months of gains, and worries about peak margins this...
Read MoreHow to Invest for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...
Read More6 Tips to Take Control of Your Financial Health
Similar to taking care of your personal health by proactively incorporating healthy habits and annual checkups, you can also take control of your financial health when you are proactive and engaged in managing your finances. And also...
Read MoreFive Money Rules to Live By
It’s not simply a matter of working harder; it’s much more about using your non-financial skills and talents in new ways to bring you prosperity and a greater sense of personal satisfaction. Here are five tips to follow...
Read MoreA Cheat Sheet for Sending Your Kid to College
College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother...
Read MoreFive Ways to Save for College
College won’t pay for itself. How will you pay for it? You may have more choices than you think. Is creating a college fund on your to-do list? Consider these options. 529 plans. Anyone can contribute to these savings vehicles....
Read MoreMIDYEAR OUTLOOK 2018
The recently released LPL Research Midyear Outlook 2018: The Plot Thickens is filled with investment insights and market guidance to take us through the rest of the year. So far this year, the return of the business cycle has brought...
Read MoreKeeping an Eye on Global Activity
The summer months are almost underway, which means that both vacations and midyear check-ins are ahead. As we approach the midpoint of 2018, many of us will take this opportunity to reflect on what we’ve seen so far and what may...
Read MoreWhat Makes for a Great Family Vacation?
Tips for making a memorable family vacation.
Read MoreYes, You CAN Get Out of Debt
Are you carrying too much debt? Find out if you are, and learn ways to potentially reduce it.
Read MoreChoices For Your 401(k) At A Former Employer
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have...
Read MoreStay Focused on the Big Picture
The month of April has opened with some volatile market swings, accompanied by speculation of an escalating trade war. It’s during times like this that we need to take a step back, avoid getting caught up in the headlines, and...
Read MoreHOW DOES YOUR CREDIT SCORE COMPARE?
Your credit score is simply a statistical estimation of how likely you are to pay your debts and, by extension, how much credit you should have. Everyone is different—everyone has a different history, different experiences. But...
Read More