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Wednesday, June 9, 2021

Top Story Policy tailwinds may turn into headwinds in 2022, but economic fundamentals likely to dominate The U.S. stock market was supported by tremendous fiscal stimulus in 2020 and into 2021 and may face some challenges as support...

Thursday, June 3, 2021

June 3, 2021 Dear Valued Investor: As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to...

Wednesday, June 2, 2021

Market Blog Wednesday, June 2, 2021 Although there was some notable weakness in the middle of May, the S&P 500 Index was able to rally late in the month to finish with a modest gain. Incredibly, this was the eighth year out of the past...

Tuesday, May 25, 2021

Top Story Stock Market Gains Likely To Slow LPL Research explores how, as this bull market gets a little older, the pace of stock market gains will likely slow but does not expect pullbacks to last very long. Learn more in this...

Wednesday, May 19, 2021

Daily Insights U.S. markets point to a lower open Market participants continue to consider inflation’s impact on interest rates and Federal Reserve policy. The S&P 500 Index, the Nasdaq Composite, and the Dow Jones Industrial...

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Monday, May 17, 2021

Market risk is something all investors may worry about, but those close to retirement have limited time to recover from market loss. If you are within ten years of retirement, now is a critical time for your portfolio to continue to...

Monday, May 17, 2021

Definition of Savvy: having or showing perception, comprehension, or shrewdness, especially in practical matters. Money Savvy: smart with money, money-wise, financially astute, shrewd. If you started saving for retirement at an early...

Monday, May 17, 2021

Many Americans are stressed over money issues related to COVID-19, according to a 2020 Survey by The National Endowment for Financial Education. The media may report a strong U.S. economy is emerging, but many people experience stress...

Tuesday, May 11, 2021

Top Story Blowout earnings With nearly 90% of S&P 500 companies having reported, first quarter earnings are tracking to a remarkable 49% year-over-year increase, more than double the increase as of March 31. S&P 500 revenue is on track...

Thursday, May 6, 2021

Dear Valued Investor: As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliché is getting a lot of airtime. This is the idea that the stock market tends to be weakest between May...

Wednesday, April 28, 2021

Corporate America Keeps Adding To Earnings Upside With about 25% of S&P 500 Index companies having reported, first quarter earnings are tracking to a 34% year-over-year increase, an impressive 10 percentage points above March 31...

Tuesday, April 20, 2021

A 529 plan is a state-sponsored tax-advantaged plan designed for saving for future education expenses authorized by Section 529 of the Internal Revenue Code. If used for education, the assets grow tax-free. According to the College...

Tuesday, April 20, 2021

Gifting, for many investors, is about the philanthropic support they want to give charities. Gifting to help make the world better by benefitting society is one reason many families choose to donate. The charitable giving tax deduction...

Tuesday, April 20, 2021

Additional insurance to protect your assets and future Why doesn’t anyone ever tell you not to buy an umbrella liability policy? It seems like additional overall security for pennies. Sure, you can spend pennies paying for...

Tuesday, April 20, 2021

Peak optimism? Stocks are continuing their momentum from last year, with major indexes around the world making new highs and the S&P 500 Index already up more than 12% year to date. While optimism surrounding the reopening is certainly...

Wednesday, April 14, 2021

Growth and inflation expectations are widely known fundamental variables used in determining fair value for fixed income securities, but are there seasonal patterns that exist in the bond market that can help investors determine when...

Monday, April 5, 2021

Dear Valued Investor: “The real key to making money in stocks is not to get scared out of them.” Peter Lynch They say April showers bring May flowers. Well, after a lot of showers and storms over the past year, flowers are...

Monday, March 29, 2021

Are We on the Brink of an Inflation Crisis? LPL Research explains why any upticks in inflation will ultimately prove transitory in this week’s Weekly Market Commentary, available at 1 p.m. ET. Daily Insights U.S. stocks open...

Tuesday, March 23, 2021

Buying a life insurance policy is something that many people push off, sometimes until it is too late. For many people, the thought of buying life insurance means thinking about their death, which is something that most people wish to...

Tuesday, March 23, 2021

Whether you're searching for an accounting professional to help you with your business needs or just want your taxes prepared by a CPA, forming a relationship with an accountant can require a lot of trust — and due diligence....

Tuesday, March 23, 2021

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...

Tuesday, March 23, 2021

Grandparents can often find themselves in a better financial position to save for their grandchildren's education than their own children are. The parents of prospective students may still be contending with competing priorities like...

Tuesday, March 23, 2021

The U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes until May 17th, giving individuals and businesses another month to file and then pay the government what they owe. The IRS will be providing...

Monday, March 15, 2021

Top Story March Madness: Stock Market Edition LPL Research share their “Final Four Factors” for the stock market in 2021 in this week’s Weekly Market Commentary, available at 1 p.m. ET. Daily Insights U.S. stocks open...

Wednesday, March 10, 2021

Top Story Why Higher Rates Aren’t Bad For Stocks In this week’s new Market Signals podcast and video, Chief Market Strategist Ryan Detrick and Equity Strategist Jeffrey Buchbinder discuss why higher rates historically...

Thursday, March 4, 2021

Dear Valued Investor: It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that everyone’s life is different today than it was a...

Monday, March 1, 2021

Here Comes The Earnings Boom LPL Research reviews an incredible earnings season and speculates on a potentially strong earnings rebound for 2021 and beyond. Find out more in today’s Weekly Market Commentary, available at 1 p.m....

Wednesday, February 24, 2021

New Market Signals Podcast Chief Strategist Ryan Detrick, Equity Strategist Jeffrey Buchbinder, and guest speaker Jason Hoody, Head of Investment Manager Research discuss why sustainable investing is a major trend that isn’t...

Tuesday, February 23, 2021

As your retirement draws closer, you will probably start to have lots of questions such as: How much Social Security will I receive? When should I retire? How will I know when to retire? Do I have enough saved? What will I need to do...

Tuesday, February 23, 2021

Unlike verbal literacy, financial literacy isn't often taught in schools—which means that many people may enter adulthood without having all the tools they need to make informed and effective financial decisions.[1] Fortunately,...

Wednesday, February 17, 2021

Global markets avoid chill of cold and ice across the United States Weather-related power outages temporarily limited US oil output, helping to push the US oil benchmark to over $60/barrel for the first time in over a year....

Tuesday, February 9, 2021

US stocks open modestly higher after last week’s strong rally European markets firmly higher in midday trading with the United Kingdom outperforming after lagging last week. Asian stocks mostly higher as Japan’s Nikkei 225...

Thursday, February 4, 2021

Dear Valued Investor, “In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” Warren Buffett 2021 is under way, as our nation and the rest of the world look to begin to...

Tuesday, February 2, 2021

Daily Insights The S&P 500 Index opens firmly higher to begin a busy week of earnings; over 100 S&P 500 companies set to report: European markets stronger in midday trading Asian markets surge overnight with Korea, Hong Kong and Taiwan...

Tuesday, January 26, 2021

Small Caps Still Strong Small cap stocks have outperformed large cap stocks and breadth continues to improve. Earnings are expected to surge this year. LPL Research continues to maintain a neutral small caps view—but with a...

Monday, January 25, 2021

Having a good credit score doesn't just get you the best interest rates. It can also reduce your auto insurance premiums, allow you to avoid security deposits, and in some cases, even help you get hired.1 But what goes into your credit...

Monday, January 25, 2021

Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time...

Monday, January 25, 2021

When approaching the latter part of life, it is easy to get caught up in achieving every goal on your bucket list. Individual lists vary widely, but often are filled with wild adventures like skydiving and scuba diving in the Great...

Wednesday, January 20, 2021

Stocks open higher following the long weekend US stocks rise as investors await US Treasury Secretary Janet Yellen’s stimulus pitch to Congress. Bond yields are higher. European markets are mixed in early trading. Asian stocks...

Tuesday, January 12, 2021

Top Story 2021 Policies Update and the Markets In this week’s Market Signals podcast and video, LPL Research talks about 2021 policy updates and the possibilities of higher taxes and more regulation, more stimulus, higher...

Tuesday, January 5, 2021

Market Blog View enlarged table. US and International Equities The S&P 500 Index, Dow Jones Industrial, and Nasdaq Composite indexes, continued their November run in December. As noted last month, November was a record-breaking month...

Tuesday, January 5, 2021

After months of intense debate, the House and Senate voted to pass a second COVID-19 economic stimulus bill and the President has signed it into law.1 At a total cost of $900 billion, this 5,600-page bill[1] contains everything from...

Monday, January 4, 2021

While the 2020 tax year saw some significant changes to filing deadlines due to the effects of the global pandemic, the 2021 tax season seems to be set to be on track with normal filing deadlines. With the pandemic still in sight, it...

Monday, January 4, 2021

Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.⁠11 While the number is up slightly from the...

Monday, January 4, 2021

After months of intense debate, the House and Senate voted to pass a second COVID-19 economic stimulus bill and the President has signed it into law.1 At a total cost of $900 billion, this 5,600-page bill[1] contains everything from...

Monday, January 4, 2021

For investors approaching retirement, it is important to begin thinking about retirement income planning. This involves a mindset shift from accumulating an investment portfolio designed for growth to creating a portfolio of retirement...

Wednesday, December 30, 2020

Solid holiday shopping season. Holiday sales grew 3%, beating forecasts for a 2.4% increase according to MasterCard’s SpendingPulse. Online sales rose 49% year over year. These results were impressive for a recessionary...

Tuesday, December 15, 2020

Daily Insights Stocks open firmly higher. US markets opened higher following the emergency-use approval of the Pfizer-BioNTech COVID-19 vaccine. Fiscal stimulus discussions are ongoing, but there have been no major developments....

Tuesday, December 8, 2020

More than most years, it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, a massive economic collapse, a bear market, a surprisingly sharp reversal, a hotly contested election where...

Thursday, December 3, 2020

December 3, 2020 Dear Valued Investor: As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Areas of the economy have been damaged and may...

Wednesday, December 2, 2020

COVID-19 May Threaten the Recovery The stock market doesn’t appear fazed by the recent increase in COVID-19 outbreaks, but underlying economic data is beginning to reflect the latest government and consumer shutdowns. LPL...

Tuesday, December 1, 2020

Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so...

Tuesday, December 1, 2020

The COVID-19 pandemic put quite a crimp on large parties or even smaller gatherings in close quarters, and now, holiday gatherings and events are likely to look very different in 2020. But different doesn't necessarily mean bad, and...

Tuesday, December 1, 2020

If you’re looking for way to save money as you head into 2021, there are a few ways that can potentially cut costs around your household, without having a major impact on your lifestyle. Read on for three ways you can trim some...

Tuesday, December 1, 2020

Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling...

Tuesday, December 1, 2020

New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your...

Wednesday, November 25, 2020

COVID-19 cases have been rising in several regions around the world, prompting many countries to implement new restrictions to curb the spread of the virus. Governments in a few European countries have rolled out what has been dubbed...

Wednesday, November 18, 2020

It took more than two years, but small caps finally broke out to new highs, as the Russell 2000 Index on Friday closed at its first new high since August 31, 2018. This capped off one of the longest stretches ever without a new high....

Wednesday, November 11, 2020

Dear Valued Investor: Former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race and bringing an end to the highly contested 2020 election. The new...

Wednesday, November 4, 2020

As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax...

Wednesday, November 4, 2020

Last year, the average American spent nearly $1,000 per person on holiday gifts, up from about $885 per person in 2018.1 Though the COVID-19 pandemic continues to weigh on the retail sector (and many Americans' bank accounts), some...

Wednesday, November 4, 2020

2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding just about everything,...

Wednesday, November 4, 2020

Retirement is the time in your life when you want to sit back, relax, and enjoy the fruits of years of hard work. But unfortunately, when the market is volatile, it may bring additional anxiety and stress. The good news is, a volatile...

Wednesday, November 4, 2020

November 4, 2020 Dear Valued Investor: The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our democracy. Determining the outcome of...

Monday, October 26, 2020

Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) are designed to help you save money on medical costs by giving you access to a special savings account with tax benefits. Although these plans are very similar, they...

Monday, October 26, 2020

As the saying goes, "50 is the new 40"—and with Americans living longer than ever before, it's not unusual for those in their 50s, 60s, or even 70s to be in their peak earning years.1 But for those who would prefer the option of...

Monday, October 26, 2020

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning,...