Blog
Are You Worried About Selecting The Right College Savings Plan For Your Child?
In this article, we take a look at some basic questions that a grandparent/parent faces towards financing their children's college education. Are you concerned about how to balance paying for college while planning for retirement? This...
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Are You Scared of Facing Risks of Losing Wealth Saved for Health & Retirement?
Do you always look to protect all you have worked hard for better health and dream retirement? This article will help you take the right approach towards risks faced by individuals regarding health, retirement, and Life. How do you...
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Wall Street Reacts to Potentially Divided Government
After many weeks of telegraphing a long and careful ballot count, this week’s election lived up to that prediction in races for the Senate, the House, and the presidency. While Americans voted Tuesday, Wall Street cast its...
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October Is Financial Planning Month
When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...
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Mergers, Acquisitions, & the Markets
There hasn’t been much merger and acquisition activity through 2020. This diminished activity comes despite low interest rates, which may help companies manage the cost of borrowing for a purchase. Some of this makes sense, in...
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Do You Really Need A Financial Planning Service?
Are you struggling with managing your money? Are you struggling with managing your investment? Are you finding difficulties in making decisions for any investment? Is your business's financial management on the right path? If your...
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6 Life Stages That Trigger The Need for Life Insurance
Various life events or priority changes can create a need to re-evaluate your clients’ life insurance needs. Take a look at your existing book of business and make a list of clients you think might have experienced a life event...
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It’s a lot easier to help clients and prospects find solutions when they understand the problem
More than half of Americans think life insurance costs 3x or more than it does. 6 ways life insurance can offer financial protection Get a detailed estimate with Riskalyze Financial’s life insurance calculator.
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43% of American’s aren’t Protecting Their Loved Ones from The Unexpected
43% of Americans aren’t protecting their loved ones with life insurance, which means there is a good chance you may know someone who doesn’t have life insurance, giving you the opportunity to help them protect their loved...
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Economics in the time of COVID - You are invited... Click Here for Register
Navigate safely to the other side of a historic economy Join Brian Resnick, director and senior investment strategist at Alliance Bernstein, for a look at economic history in the making. He’ll share his cyclical and secular...
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Will Political Changes Affect the Economy?
With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and...
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Don’t Overreact in August
One of my favorite Wall Street quotes is from Mark Twain, who said:“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June,...
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30-year Home Loans Fall to Historic Lows
Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...
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Weekly Market Insights: Stocks See a Mixed Week
Stocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and the continued nationwide increase in COVID-19 cases.The Dow Jones Industrial Average gained 2.29%, while the Standard...
Read MoreActing in your best interest
LPL Financial, LLC. values the privilege of helping you pursue your financial goals. Along with this rewarding work comes the obligation to comply with industry regulations which have been established to protect investors. On...
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What's driving current market behavior?
In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?”To understand why the markets react — or...
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Reminder: Tax Day is Tomorrow
This year has had no shortage of changes to the normal course of business.In March, the Treasury Department and the Internal Revenue Service announced that they extended the federal income tax filing and payment deadline until July 15...
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Weekly Market Insights: Stocks Gain After Volatile Week
Stock prices notched solid gains last week, looking past an increase in COVID-19 cases and any potential economic concerns raised by the trend.The Dow Jones Industrial Average increased by 0.96%, while the Standard & Poor’s...
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Have you been thinking about life insurance?
In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger...
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Weekly Market Insights: Rise in Cases Inspires Turbulence
A jump in COVID-19 cases dampened investor enthusiasm last week, sending stock prices lower on worries that rising infections could derail the economic recovery.The Dow Jones Industrial Average slumped 3.31%, while the Standard &...
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