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Friday, September 30, 2022

For many individuals who hope to leave a legacy for their loved ones, estate planning may take on new importance. Here are two estate planning tips every high-net-worth individual should consider.

Wednesday, September 28, 2022

There are five estate planning documents you may need, regardless of your age, health, or wealth.

Monday, September 26, 2022

As many as 70% of people may need LTC in their lives, which also means that 30% won't. If you are among the minority, your plans may look different than those expecting to need LTC. How many loved ones have required LTC?

Monday, September 26, 2022

Now that interest rates have moved substantially higher, we believe opportunities in fixed income have improved and are looking to add back to certain areas within fixed income that may benefit. 

Monday, September 19, 2022

Inflationary dynamics continue to surprise to the upside, and markets now expect the Fed to pursue one of its most aggressive rate hiking campaign in years.

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Monday, September 12, 2022

Federal Reserve Chairman Jay Powell reiterated his warning that getting inflation under control will require some pain. Powell is likely making these warnings based on the arcane, clunky relationship between inflation and unemployment.

Saturday, September 10, 2022

Life insurance can provide financial security for your family. However, if you don't plan appropriately, taxes can greatly reduce the life insurance benefits actually received by your family.

Friday, September 9, 2022

For investors September is often a month to remember but for the wrong reasons. In fact, as shown in the LPL Chart of the Day, September has historically been one of the weakest months of the year for stocks.

Friday, September 9, 2022

The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks.

Thursday, September 8, 2022

So far, 2022 has not been kind to investors with most major stock markets, including the S&P 500, incurring heavy losses and entering bear markets.

Wednesday, September 7, 2022

When it comes to stock market performance, August was “the best of times, and the worst of times.”

Wednesday, August 31, 2022

Earnings growth of 6-7% doesn’t sound very exciting, but given the challenges corporate America has faced, we consider the nearly-complete second quarter earnings season a resounding success.

Tuesday, August 30, 2022

If you have neither the time nor the inclination to decipher the IRS regulations, here are some life insurance tax tips and background information to help you make sense of it all.

Monday, August 29, 2022

Nobody can tell when Wall Street’s ups will peak and its lows bottom out, but you can protect yourself with patience and a cool head.

Tuesday, August 23, 2022

Existing home sales fell 5.9% in July, the sixth consecutive month of declines as higher interest rates weigh on housing affordability and prospective buyers. As the housing market slowed, so did prices.

Tuesday, August 9, 2022

Socially responsible investing regained attention during the 1970s, when such highly charged political issues as the Vietnam War and apartheid in South Africa led some investors to try to prevent their...

Wednesday, August 3, 2022

Last week was epic for market watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of...

Thursday, July 28, 2022

Businesses sell shares of stock to investors as a way to raise money to finance expansion, pay off debt, and provide operating capital. Each share of stock represents a proportional share of ownership in the company. As a stockholder,...

Tuesday, July 26, 2022

Charitable donors, beware: A widow has lost a $464,000 tax deduction for a gift to a museum because her tax paperwork lacked a few key words.The recent Tax Court decision in Albrecht v. Commissioner is a fresh...

Monday, July 11, 2022

The public is awash with books that treat finance as a science—from how-to manuals that offer a system for judging companies to dense treatises that identify statistical patterns or market inefficiencies....

Wednesday, July 6, 2022

Stocks have been unable to make up much ground since the June 16 lows, with a bear market rally amounting to only around a 4.3% gain in the S&P 500 Index since then (as of July 1). After the more than 6% rally the week of June 24 and...

Wednesday, July 6, 2022

As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. However, the Fourth of July Independence Day holiday does bring with it reason for celebration. Not only is it the 246th...

Monday, July 4, 2022

Bear markets are uncomfortable. Having a strategy and maintaining perspective are essential for long-term financial success. Here are five investing lessons past markets taught us. Periods of falling prices...

Friday, July 1, 2022

Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are...

Friday, June 24, 2022

These days it feels like everyone is just waiting for the economy to buckle under the weight of supersized interest rate hikes. The funny thing with recession is that we won’t officially know...

Thursday, June 23, 2022

Planning for the future needs of an aging parent can often be a sensitive and delicate task for adult children to undertake. Baby boomers who must balance the needs of their own children with concerns about their parent’s...

Wednesday, June 15, 2022

The Securities and Exchange Commission is investigating Goldman Sachs GS 2.06%▲ Group Inc.’s asset-management arm over its funds that aim to invest based on...

Tuesday, June 7, 2022

The major market indexes finished the month mixed but did snap a seven consecutive week of losses during the last week of May. The market had suffered its longest such...

Friday, June 3, 2022

Did you know that you can gift a new or existing life insurance policy to your favorite charity? When properly designed, a charitable life insurance program may improve your overall financial situation and offer tax benefits.

Thursday, June 2, 2022

The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends). From that January 3 closing high through the recent low on...

Wednesday, June 1, 2022

At the risk of sounding cliché, making the case for stocks to stage a second half rally back to the prior highs requires investors to see through some heavy cloud cover. If you prefer another market cliché, it’s times...

Tuesday, May 31, 2022

While fixed annuities are generally considered to be conservative instruments, variable annuities are investments with the growth potential necessary to outpace inflation, but generally carry a higher degree of risk.

Monday, May 23, 2022

Core bond investors have experienced the worst start to the year ever. However tough this year has been so far though (and it has been tough), the potential for future returns has improved meaningfully, in our view.

Tuesday, May 17, 2022

First quarter earnings season was solid by just about any measure, but based on recent market behavior it’s obvious that in general market participants paid little attention.

Wednesday, May 11, 2022

“Some believe,” Deloitte said in the report, “that we are entering the watershed moment where the growth of professionally managed assets with an environmental, social and governance (ESG) mandate will only accelerate until it encompasses

Tuesday, May 10, 2022

It’s been a very tough start to the year with both stocks and bonds down sharply. Adding to the “wall of worry” for investors are the highest levels of U.S. inflation in decades.

Monday, May 9, 2022

As we move into spring and leave behind the last signs of a long winter, many worries from a chilly start to the year for markets, unfortunately, are still with us.