6 Tips To Avoid Scams This Tax Season ___________________________ As we get into the middle of the 2018 Tax-Filing Season, it is important to be alert so that you can protect your information, your assets and your peace of mind.
October, Oh My! . . . Goodbye . . . October 2018 (Download as a PDF) Hello November! As the temperatures began to cool down in October, Stock Market Volatility began to heat up. To make matters seem worse, the
(Download PDF) August 2018 . . . and what you can do. I was recently asked about an oncoming recession and how it may impact my client’s portfolio. Since we are in the second longest economic expansion, this seems like
(Download as PDF) Volatility may have the markets in a tempest, but no reason to jump ship yet. As of June 30, we have reached the halfway point of 2018 and it has certainly been a wild ride. Unlike the
A Reflection on 30 Years. Contemplating a Milestone. (Download as PDF) WHAT IS A MILESTONE? We have all seen the Mile Markers along the highways as we have taken road trips. They help us determine how far we have gone,
Valentine’s Day, National Heart Month and More! _____________________________ February is National Heart Month. It just so happens that Valentine’s Day (Feb 14th) also falls in February. So, in keeping with the “Heart-Based” theme, as well as continuing the theme of financial
Dear Valued Investor: The recently released LPL Research Outlook 2018: Return of the Business Cycle publication contains the investment insights and market guidance for the year ahead. Traditional business cycle drivers are expected to take a larger role in spurring
August 17, 2017 As summer winds down, vacations come to a close, and kids head back to school, the calendar is relatively quiet in terms of major market events. Earnings season for corporate America—which was a good one—is behind us.
The hottest part of the summer has arrived across the U.S., with many feeling the effects of heat and humidity with temperatures well into the 90s in many places. At the same time, the stock market has put together a
A long-overdue and highly anticipated shift is underway that may change the character of the rest of this economic cycle. Specifically, the Federal Reserve (Fed) has finally been able to follow through on its projected rate hike path, including