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Client Letter | Midyear Outlook 2022: Navigating Turbulence | July 12, 2022
Client Letter | Midyear Outlook 2022: Navigating Turbulence | July 12, 2022 LPL Research assesses economic and market conditions for the rest of 2022. READ MORE The information contained in this e-mail message is being transmitted...
Read MoreWise Words from Warren Buffett
During periods of market turbulence, I take comfort in one of my favorite Warren Buffett quotes:“Don’t watch the market closely.”The Oracle of Omaha gave this sage advice in 2016, when Brexit, China’s economic...
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Making the Most of Your Relationship with a Financial Professional
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Tax Prep Checklist: Everything You Need to Be Ready for Tax Season
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New Year, New Goals: Your Countdown to Financial Health
For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your...
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A Season of Giving: 5 Different Ways To Give During the Holidays
With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to...
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Can You Spot the Scam? Common Financial Fraud Warning Signs
Many people are familiar with the scammers who promise to pay millions of dollars in exchange for briefly holding funds in your bank account or those who offer to enhance certain body parts risk-free. Today's scammers are clever at...
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Your 2021 Year-End Planning Checklist
It may be easy to forget we're nearing the end of the year. Even during the busy end of year rush, it's a good time to reevaluate your 2021 finances and turn an eye toward 2022. What can you do now to potentially improve and streamline...
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Financial Planning at Every Age
In 2013, a Gallup poll found that only about one in every three U.S. households maintained a budget.1 A 2021 survey of 1,000 Americans found that 80% now say they have a budget.2 Americans are budgeting more due to the pandemic....
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Understanding the Estate Planning Process
It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death. In addition, many people may believe that only the wealthy require estate planning or that all that is involved is...
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Creative Solutions for College Sticker Shock
Imagine your reaction to the following scene: You return home from work one night to find your teenage daughter running gleefully about with a letter in her hand. When you calm her down, she tells you that she has just been accepted to...
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Labor Day 2021: The Pandemic's Impact
2020 was one of the most disruptive years ever for the U.S. job market, almost as significant as the unemployment during the Great Depression in 1933 and surpassing joblessness during the Great Recession from 2006 to 2008. Many...
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Optimizing the Home for Virtual Classrooms
For many parents, COVID-19 restrictions resulted in a double-whammy of adjustment both professionally and personally. Along with managing the new normal in their jobs, parents became teachers, tutors, and counselors as they helped...
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The Search for the Perfect Water Filter
Don’t spend money on just any water filter, find the one that fits your lifestyle by utilizing the following tips. Know the water quality in your area Water quality varies by state and region so it’s important to do an area...
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The Most Visited Parks
The United States is filled with natural beauty, which can be enjoyed by visiting one of the many parks throughout the country. From forests to canyons, waterfalls to mountains, you can find a park that has what you are looking for....
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Sustainable Living: Good For Your Wallet and the Environment
From opting for metal or rubber straws in lieu of disposable ones to saying goodbye to a daily commute by working remotely, sustainable living is a hot topic for many households. But living a more sustainable life isn't just good for...
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Could New Regulations Be Coming to ESG Investing?
The European Union (EU) has recently implemented some investment regulations that require significantly more transparency in funds that invest in stocks with an environmental, social, or governance (ESG) bent. Could these same...
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How to Stay Committed to Your Financial Goals
Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Keeping yourself committed to your goals may be difficult, especially when times may be financially tough. But by staying...
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5 Investment Considerations for Small Business Owners
If you're a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans....
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How Will Working Affect Social Security Benefits?
In a recent survey, 74% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? To answer that question requires an...
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How COVID-19 Has Boosted Sustainable Investing
The COVID-19 pandemic has rocked markets and reshaped the way we interact with each other. But one unexpected side effect of this pandemic has been investors' acceleration into the entry of environmental, social, and governance (ESG)...
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Retirement Planning: To Roth or Not to Roth?
When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even...
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9 Facts About Social Security
Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you. The Social Security trust...
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What to Know About Roth IRA Conversions
A Roth IRA is a retirement savings vehicle like no other. Not only can account holders withdraw their contributions at any time without taxes or penalties, but also these accounts aren't subject to required minimum distributions...
Read MoreMutual Funds vs. ETFs
The growth of exchange-traded funds (ETFs) has been explosive. In 1998, there were only 29; at the end of 2018, there were over 1,900 investing in a wide range of stocks, bonds, and other securities and instruments.¹ At first...
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