Hello clients and friends! Follow along for some financial insights from your favorite advisors! www.finra.org, www.sipc.org.
Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the sta
01/19/2024
Do global and international mutual funds complement or conflict with each other?
Global vs. International: What’s the Difference? International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
01/12/2024
Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
01/05/2024
You've allocated your assets; you just may not realize it yet.
Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
12/29/2023
Pay off debt or invest the money? Things to consider before you commit to either option.
Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.
12/22/2023
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
How Women Can Prepare For Retirement Are women prepared for a 20-year retirement?
12/15/2023
Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?
Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.
12/08/2023
Check out this informative video on bull and bear markets to better understand how the stock market works!
Bull and Bear Go To Market Learn about the difference between bulls and bears—markets, that is!
11/24/2023
Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
Emotional vs. Strategic Decisions Information vs. instinct. Are your choices based on evidence of emotion?
11/17/2023
You won’t believe what these taxpayers tried to get away with.
Tax Deductions You Won't Believe Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
11/10/2023
Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.