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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...

 

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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...