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Wednesday, October 28, 2020

With the election only six days away and earnings season in full swing, stocks have bucked the usual October weakness during election years so far in 2020 (Monday’s losses notwithstanding). The good news is this could continue,...

 

Tuesday, October 27, 2020

Uncle Sam wants your money. He has bills to pay, just like you. And he's been waiting patiently for decades for you to hand over his share of your tax-deferred retirement dollars. He expects some folks to be stubborn about it, so he...

 

Thursday, October 22, 2020

If you've been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help. But the thought of turning over your most sensitive financial information to a...

 

Thursday, October 15, 2020

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. Do you have a will and powers of attorney for...

 

Wednesday, October 14, 2020

With Election Day just under a month away and voting already taking place in many states, it is still anyone’s guess who will win on November 3. With all of the noise surrounding the election, we prefer to focus on the signals...

 

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Friday, October 9, 2020

A growing number of Americans have been forced to delay their planned retirement date due to job and savings losses suffered during the past recession. Postponing retirement not only means working longer but also delaying when you...

 

Wednesday, October 7, 2020

Index Performance View expanded table. View expanded table. View expanded table. US and International Equities The S&P 500 Index gave back some gains in September after a strong five-month run, with most sectors finishing in the red....

 

Wednesday, September 30, 2020

Recent surveys have indicated that many of us are rethinking our retirement plans because of COVID-19. In fact, one survey from the nonprofit group Life Happens suggests that a whopping 43% of Americans say they plan to postpone and...

 

Tuesday, September 15, 2020

After years spent launching and growing your business, the day will finally arrive when you can sit back and enjoy the fruits of your labor. But, just as starting your business involved hard work and planning, the process of exiting...

 

Wednesday, September 9, 2020

While the direction of the 10-year Treasury yield over the last cycle was decidedly lower, as shown in LPL’s Chart of the Day, there were still six extended periods where it rose at least 0.75%, and in two of those it rose almost...

 

Thursday, September 3, 2020

Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other years, going back to...

 

Wednesday, September 2, 2020

The S&P 500 Index just closed the door on its best August since 1986, making new all-time highs along the way, while also closing up five months in a row. First things first, make no mistake about it; this is a new bull market. That of...

 

Friday, August 21, 2020

Healthy habits help people to stave off illness, have more energy, feel better emotionally, and perform better. What some people may not realize is that leading a healthy lifestyle may also significantly improve your longevity. Healthy...

 

Thursday, August 20, 2020

“Better late than never.” It took a while, but the S&P 500 Index finally made a new all-time high, coming all the way back from the vicious 34% bear market in less than six months. View enlarged chart. It might bring back...

 

Tuesday, August 18, 2020

From the financial pressures of running a small practice to the repayment of hefty student loans, these three careers (and the people who pursue them) can have more in common than you may think. Those working in the medical, legal, and...

 

Thursday, August 6, 2020

The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in cases. According to the World Health...

 

Tuesday, August 4, 2020

There are several ways you might consider gifting money to your loved ones. In 2017, the IRS allows you to give up to $14,000 annually (or $28,000 if you give jointly with your spouse) in cash, investments, and/or property to each of...

 

Tuesday, July 28, 2020

Non-qualified deferred compensation plans (NQDCs) allow an employee to earn wages compensation, and bonuses in one year while deferring the income tax payment on them to be settled in a later year.1 Pros of Contributing to an NQDC As...

 

Friday, July 24, 2020

Social Security is the bedrock of Americans’ retirement income security. So you may have been concerned by the news that the federal government needed to dip into the Social Security’s trust fund to pay for the program...

 

Tuesday, July 21, 2020

New guidelines for retirement loans and distributions due to COVID-19 On June 19, 2020, the Internal Revenue Service announced new guidelines to help those affected by COVID-19 gain more access to retirement plan distributions and...

 

Friday, July 17, 2020

Whether you manage a trust for someone else, are the beneficiary of a trust, or are thinking of creating a trust, you probably have some questions about the "best practices" of trust management. A well-managed trust can help preserve...

 

Wednesday, July 15, 2020

AT THE MIDPOINT of 2020, we’re mindful that it’s been an extremely challenging year so far in the United States and around the globe. We’re in the midst of a pandemic that continues to impact all of us, our...