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Our top priority is helping you take care of yourself and your family. We want you to have access to the latest information available regarding your accounts and what's happening with the financial markets. So keep checking in. We’re glad to have you reading along.

 

Tuesday, October 15, 2019

Americans are woefully unprepared for retirement. As survey after survey has shown, the average person is simply not saving enough to provide for a comfortable retirement. That’s why Congress is currently proposing reforms to...

 

Friday, October 4, 2019

Summer has turned to fall, and there’s already a little chill in the air. Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far, although we expect to see regular—but...

 

Wednesday, September 18, 2019

The federal estate tax exemption for 2019 is a whopping $11.4 million -- and twice that for a married couple. It is estimated that only 1,900 estates will be subject to the tax in 2018 -- less than 0.1% of the 2.7 million expected...

 

Friday, September 6, 2019

The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new record highs in late July, the S&P 500 Index dropped approximately 1.8% in August...

 

Tuesday, August 13, 2019

This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major stock indexes are...

 

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Thursday, July 25, 2019

One of the first steps in planning for retirement is to get an accurate read on just how much income you can expect to receive from Social Security. The exact amount of your Social Security benefit will depend upon your earnings...

 

Tuesday, July 9, 2019

As we celebrated our nation’s birthday, U.S. leadership on the world stage remains in focus. We received good news on the global trade front from the recent G20 Summit in Japan. President Trump and China’s President Xi...

 

Friday, June 28, 2019

LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is filled with investment insights and market guidance for the year ahead.LPL Financial Research believes that even as investors face prospects...

 

Thursday, June 6, 2019

Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as the United States and China failed to reach a trade deal and escalated tariff tensions. The United...