Strategies for Investors in Uncertain Times

After one of the most contentious presidential elections in recent history, as of November 6th, the election results are still not finalized and they might be contested for the foreseeable future. A new administration could bring changes, so we thought it would be...

Annual Plan Limits

2021 2020 2019 2018 Compensation* $290,000 $285,000 $280,000 $275,000 Limits on Benefits and Contributions* Defined contribution plans $58,000 $57,000 $56,000 $55,000 Cash Balance/Defined benefit plans $230,000 $230,000 $225,000 $220,000 401(k), 403(b) and 457 plan...

Quarterly Economic Update: Third Quarter 2020

Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place. For the third quarter, the Dow Jones Industrial Average (DJIA) advanced over 7% and the S&P 500 index (S&P 500) rose over...

Proactive Year-end Tax Planning for 2020 and Beyond

One of our main goals as holistic financial professionals 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...

Low Interest Rates and Investors

Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting, interest rates were kept at a range of 0%-0.25% and it was indicated that they will remain near zero until the economy recovers from...

Midyear Outlook 2020: The Trail to Recovery

LPL Financial Research Midyear Outlook 2020: The Trail to Recovery LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. Use our Midyear Outlook 2020 to chart a path to eventual economic and market recovery....