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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.

Wednesday, September 15, 2021

Quantitative easing and short-term rates near zero could be ending soon. Federal Reserve Chair Jerome Powell seems to have capitulated on plans to taper the Fed’s stimulus program as of mid-July, causing the bond market to rally...

Sunday, August 8, 2021

Identity theft compromises the personal data of millions of Americans every year. There are steps you can take to minimize your online risk and protect your sensitive data from cyber-attacks. Identity theft is a growing concern that...

Wednesday, August 4, 2021

An Investment Policy Statement is your guardrail to help keep you on your path When markets near high records, you wonder, “Is this a bubble?” When markets dive, you wonder, “Is this a crash?” Your biggest...

Monday, July 26, 2021

In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. Over the previous 12 months, the increase was 2.6%, the highest year-over-year inflation rate since...

Tuesday, July 20, 2021

Many self-improvement goals focus on stability and personal growth — and financial goals are often no different. From buying your first home to saving for retirement, planning your finances can also help you work toward your...

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Tuesday, July 13, 2021

Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when...

Tuesday, July 6, 2021

Whether you've been wondering about boosting your investments' rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle, it may be time to seek advice from a financial...

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...

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...