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Friday, April 9, 2021

Each generation comes of age during different economic circumstances, and this can have a major impact on their later money habits. Financial professionals have identified some investing tips for certain generations that can help make...

Thursday, April 8, 2021

The U.S. economy’s recovery from the pandemic continues to surpass our expectations, aided by the accelerating vaccine distribution, massive stimulus, and America’s desire to resume some semblance of normal daily life....

Friday, April 2, 2021

The COVID-19 pandemic has rocked markets and reshaped the way we interact with each other. But one unexpected side effect of this pandemic has been investors' acceleration into the entry of environmental, social, and governance (ESG)...

Tuesday, March 30, 2021

Waking up early in the dark mornings of winter to exercise comes hard. Once your workout ends, though, you often begin the day with the payoff of a tremendous energy boost. Can the same process apply to your finances? If you’re...

Friday, March 26, 2021

The Earned Income Tax Credit (EITC) is a federal tax credit that can provide great benefit to families. According to the IRS, in 2019 alone, approximately 25 million workers and families received over $60 billion in EITC payments, with...

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Friday, March 12, 2021

In 2020, the average FICO score in the U.S. rose to 711, an eight-point increase from 2019.1 When it comes to having healthy credit, your score is the result of many factors. But what specifically goes into someone's credit report, and...

Thursday, March 11, 2021

The economic recovery is gaining steam. In fact, so much so that the Organisation for Economic Co-operation and Development (OECD) had to raise their U.S. gross domestic product (GDP) forecast for 2021 by more than 3 percentage points...

Friday, March 5, 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...

Thursday, March 4, 2021

The Food and Drug Administration (FDA) approval of the Johnson & Johnson vaccine on March 1 added another important tool in the fight against COVID-19. President Biden reported Wednesday that thanks to a deal with Merck & Co. to...

Monday, March 1, 2021

As Millennials establish themselves in their careers and as adults, now is the time for these 20- and 30-year-olds to begin investing. Developing a lifelong process of saving and investing for the future is the key to this...

Friday, February 19, 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...

Thursday, February 18, 2021

Interest rates have risen steadily over the past six months but remain low by historical standards. That means the traditional high-quality bonds that many of us owned for decades are not doing the job for investors looking for income...

Thursday, February 11, 2021

The recession appears to be behind us in the United States, and the early stages of an economic expansion have been taking shape. There is a growing debate over whether an expanding economy, in conjunction with historic fiscal and...

Tuesday, February 9, 2021

As a physician, you understand your medical specialty inside and out, but at the same time, you also need to be able to handle the financial challenges associated with your industry. That may include juggling a lot of student and...

Thursday, February 4, 2021

Negative yielding debt has been one of the most extraordinary and peculiar consequences of global monetary policy initiatives, turning the basic premise of fixed income investing upside down. Instead of one party lending another party...

Wednesday, February 3, 2021

Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you're self-employed, you'll need to pay your own FICA taxes and take charge of...

Wednesday, February 3, 2021

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...

Wednesday, January 27, 2021

Because you've worked hard to create a secure and comfortable lifestyle for your family and loved ones, you'll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may...

Thursday, January 21, 2021

The onset of the global pandemic shocked the economy and triggered one of the deepest recessions ever in 2020. As investors fled to “safe haven” Treasuries and the Federal Reserve (Fed) lowered interest rates, the yield on...

Tuesday, January 5, 2021

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 finances...

Monday, December 28, 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...

Wednesday, December 23, 2020

“If Santa should fail to call, bears may come to Broad and Wall.” —Yale Hirsh December is widely known as one of the best months of the year for stocks, but most don’t realize that the majority of the gains...

Wednesday, December 9, 2020

With the year rapidly coming to a close, and the upcoming tax year looming with uncertainties, you should consider updating your tax strategy to best preserve your assets into the future. Don't wait to make these adjustments. Check out...

Thursday, December 3, 2020

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes. A few words about transfer...

Wednesday, November 25, 2020

As 2020 winds down, it has been an extremely tough year on all of us. Still, there are many reasons to be thankful and today we will share some reasons investors should be thankful. Stocks have had one of the largest reversals ever in...

Friday, November 20, 2020

Leading economic indicators are confirming what high-frequency data has been telling us for weeks: The rate of the domestic economic recovery, while still positive, is slowing. On November 19, the Conference Board released its October...

Thursday, November 12, 2020

While there is no one-size fits all, avoiding these mistakes is a good start A lot of 401(k) investors end up making the same mistakes when choosing their investments. The results are low returns and unbalanced portfolios. Avoiding...

Friday, November 6, 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,...

Friday, October 30, 2020

With Election Day a mere five days away, we at LPL Research thought we would add one last election forecaster to the mix of what we’ve presented over the last several months—as much because of what it might tell us about...

Tuesday, October 27, 2020

With the election only eight 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,...

Monday, October 5, 2020

Your plans for retirement may include travel, home improvements, and more time spent with family. Few people enter retirement with the expectation (or even the thought) that they soon may be unable to live independently. However, this...

Friday, October 2, 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...