Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, January 28, 2021

I have always been skeptical when companies change names. Often, one unpronounceable but familiar name is replaced with something less pronounceable and completely unfamiliar. I’ve always felt that customers are right to wonder...

Monday, January 25, 2021

We all have a word or phrase to describe what 2020 was like for us. Among the more politely printable options, “Extraordinary” may sum up the year for investors. Through a period of extraordinary volatility, global markets...

Saturday, December 19, 2020

LPL Research Outlook 2021: Powering Forward is designed to help you navigate a year in which economic conditions may continue to improve dramatically. Like the markets, Outlook 2021 looks ahead. 2021 will bring advances to further limit...

Monday, November 9, 2020

What comes to mind when you hear the word "budget?" You’re not alone if you’re thinking “tedious, life-draining sacrifice.” ...

Friday, August 28, 2020

We knew it was time to take action when the last file drawer refused to close. This summer our practice completed a long-postponed paperless conversion, moving everything we had stored on paper up to the cloud. Now, as we wield greater...

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Monday, April 20, 2020

Turbulent markets challenge investors to balance reason and emotion. When the ride turns bumpy, our reasonable side buckles in while our emotional side prepares to bail out. Finding the calm place in between can help investors stay on...

Monday, March 23, 2020

Last week, The New York Times shared the story of a rafting group who returned from a month of isolation in the Grand Canyon to discover a new reality. I have tried to imagine what I might choose if offered a return to reality or...