Your values, your passions, and your goals are exclusive to you. Despite the varied paths we take, all of us share a common goal: ensuring a secure financial future for ourselves and our loved ones. I’m here to help you navigate the unique complexities of financial challenges, so you can spend more time doing the things you love most.Read More
If you’re facing unemployment or concerned about the possibility of upcoming layoffs, there are some small, proactive steps you can take now to help make this difficult time more manageable.Read More
So you’ve finally made it to retirement. Now that you’re here, you likely have some time on your hands. Here are some pointers for continuing to live a fulfilling, happy life throughout retirement.Read More
Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy.
AT LPL RESEARCH, as we look forward to the year 2020 and a new decade, some key trends and market signals will be important to watch, including progress on U.S.-China trade discussions, an encouraging outlook from corporate America, and continued strength in consumer spending.Read More
Donation Strategies for Charitable Giving and Tax Savings
The 2017 tax law brought substantial changes that can affect charitable giving, so make sure you understand how it may impact your donation decisions. The Tax Cuts and Jobs Act of 2017 might have you asking whether you should modify your plans for giving to the causes you support. Read on to learn what to consider when re-evaluating your donation strategies.Read More
Financial mistakes can occur throughout your lifetime.
Whether you’re in your 40s, 50s or 60s, it’s important to be aware of financial pitfalls to avoid. Planning is the best way to avoid financial mistakes, and those plans should be responsive to your current age and future needs.Read More
Checking On The Calendar
“I’ve been on a calendar, but I’ve never been on time.” Marilyn Monroe
We’ve pondered where the S&P 500 Index could go now that it’s near our fair-value target of 3,000. As we discussed in the latest Weekly Market Commentary: Riding the Wave…For Now, the path of least resistance very well could be higher, but the odds continue to increase that some type of pullback could take place.Read More