Category Archives: Uncategorized

Suddenly Single

Divorce

While divorce is never easy, thoughtful planning can help ease some of the pain. Here are key things you can do to keep on track while transitioning to your new financial life. BEFORE A DIVORCE Gather and organize important documents Each spouse’s (and child’s)

12 Questions for a 12% Correction

2015 WMC Pic

The recent market downdraft and related uncertainty in China have led to many investor questions. The strong 6.5% rebound in the S&P 500 over the last three trading sessions (August 26, 27, 28, 2015) has cut the S&P 500’s losses

5 Things to Do Before Meeting With an Advisor

To Do

Americans’ financial lives are increasingly complex. It’s not unusual to have checking and savings accounts, a 401(k), IRAs, and other personal investments. Keeping track of all your savings and investments has prompted many individuals to seek guidance. If you are

Outlook 2015: In Transit

Outlook2015cover

Since the wind-down of the Great Recession in early 2009, the latest economic expansion has certainly delivered the goods and rewarded investors’ mailboxes with six consecutive calendar years of positive gains for stocks. “Neither snow nor rain nor heat nor gloom of night”

Market Outlook Update: Fall 2014

LPL Financial Research Market Outlook Update: Fall 2014 Tracking # 1-307359 (Exp. 09/15)

Who Buys When The Fed Does Not?

Who will step in to fill the void once the Federal Reserve decides to exit the bond market? Anthony Valeri, Senior Vice President and Fixed Income Strategist at LPL Financial Research discusses.

Sunken Treasure: The Upside of an Up and Down Market

LPL Financial Research’s Chief Market Strategist Jeffrey Kleintop finds the parallel between the possibility of finding sunken treasure in rough seas and the discovery of investment opportunities within a volatile market in the quarters ahead.

The Word Du Jour

LPL Financial Research’s Chief Investment Officer Burt White defines the Fed’s word of the day, taper, and discusses the factors that have influenced its timing and the impact it will have on the markets. How much will the Fed taper?

Assessing Interest Rate Risk

LPL Financial Research’s Fixed Income Strategist Anthony Valeri assesses the influence of multiple factors on bond investors within the current rising interest rate environment.

A Woman’s Guide to Health Care in Retirement

At any age, health care is a priority. But when you retire, you should probably focus more on health care than ever before. This is especially true for women. Women live longer, develop certain chronic conditions (e.g., osteoporosis) at a