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Monday, January 11, 2021

Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500...

 

Monday, December 21, 2020

Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500 picked up 1.25%...

 

Friday, December 18, 2020

This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern.Many mutual funds in December pay shareholders capital gains distributions that they have...

 

Monday, December 7, 2020

Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package.The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq Composite index...

 

Friday, December 4, 2020

The annual fall enrollment period for Medicare is coming to an end. Monday, December 7 is the deadline for enrolling or making changes in Medicare Plans.1Assuming you are already enrolled in Medicare, letting the date pass will keep...

 

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Monday, November 16, 2020

With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your mortgage is one of the biggest expenses you may...

 

Monday, November 16, 2020

News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdowns.The Dow Jones...

 

Wednesday, November 11, 2020

It’s a startling statistic.45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1Second-guessing your investment strategy is natural,...

 

Wednesday, November 4, 2020

With all the election chatter and stock market volatility, it may have been easy to miss the ongoing uptrend in long-term interest rates.The yield on the 10-year Treasury bond is sitting just below 1%. Just a few short months ago, the...

 

Wednesday, November 4, 2020

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...

 

Monday, November 2, 2020

Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad.The Dow Jones Industrial Average slid 6.47%, while the Standard & Poor’s 500...

 

Tuesday, October 27, 2020

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...

 

Wednesday, October 14, 2020

On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for 2021. This adjustment will begin with benefits payable...

 

Tuesday, June 30, 2020

Dear Valued Investor: The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may...

 

Monday, March 16, 2020

Retirement income can be affected in a significant way if MAGI isn’t understood and considered. MAGI is the abbreviation for marginal adjusted gross income. There is a threshold limit of income that can be made annually before...

 

Monday, March 16, 2020

I have been asked this question on several different occasions that have caused me to reflect back in time. This could be answered in each aspect of life, but this writing will pertain to the financial realm. There were many decisions...

 

Thursday, February 6, 2020

The start of 2020 has brought increased stock market volatility. The uncharacteristically calm market environment we experienced for much of the past four months was bound to end, but identifying the catalyst for a potential sell-off...

 

Tuesday, January 14, 2020

The Future of Your Company’s Retirement Plan As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here’s the...

 

Tuesday, January 14, 2020

ADDRESSING THE CHALLENGE If you’re like most plan sponsors, you have many demanding challenges competing for your attention. LPL representatives work with retirement plans every day, and they will help save you time and effort....

 

Thursday, March 2, 2017

CHARLOTTE, N.C. – Feb. 28, 2017 – LPL Financial is proud to announce that the firm and its advisors have been ranked No. 1 in net customer loyalty among 24 leading financial distributor firms, according to findings from...

 

Thursday, December 29, 2016

Actor Lee Marvin once said, “As soon as people see my face on a movie screen, they [know] two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the picture is over.”1 Most...