Traditional and ROTH IRAs – Taking Retirement Into Your Own Hands

It is extremely important that we all take our retirement into our own hands. The concept of not preparing and relying on a government-sponsored retirement might not be the best plan. Financial woes combined with the fact that the U.S. population is continuing to age,...

Quarterly Economic Update: First Quarter 2020

No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to withstand a trade war with China, a presidential impeachment, the potential for a global recession and global uncertainty including...

Market Volatility Update

The last few days of February created confusing and turbulent times for investors. The rough stock market fluctuations created a rollercoaster-type of ride that has attracted almost every media outlet. During this time period, the S&P 500 had its worst day since...

Outlook 2020: Bringing Markets Into Focus

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...

Year-end Tax Moves for 2019

One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component...