Carlos Rubio - LPL Advisor

Rethinking how to pay for long-term care services Considering alternatives that can supplement your financial plan can help fill in any gaps and ensure you or your spouse are covered in the future.

Assessing the Prospect for a Pullback LPL Research highlights the technical setup for stocks and bonds, and explores historical market drawdowns.

Assessing the Damage of the Latest Pullback Friday, September 22, 2023

Don't know "when" or "if" you can retire, I can help!

Many workers wonder when (and if) they'll retire Inflation, market fluctuations, and uncertainties about Social Security raise concerns

Weekly Market Performance - Markets Mixed Amid Indifferent Earnings as Dow Advances

Weekly Market Performance - Markets Mixed Amid Indifferent Earnings as Dow Advances Friday, July 21, 2023

Thinking about retirement, worried about running out of money and the increased costs of life and healthcare? If so, I would love to help!

What to do once you're retired. Turn your “golden years” into an opportunity to discover the new you!

Weekly Market Performance - Markets End The Week Higher As Q1 Earnings Season Begins

Weekly Market Performance - Markets End The Week Higher As Q1 Earnings Season Begins Friday, April 14, 2023 View enlarged chart U.S. and International Equities Markets Higher Stocks ended the week higher, bolstered by well-received inflation reports and a relatively good start to first quarter earnings season. Energy was a top performing sector for the third straight week on firmer....

Deadline is right around the corner!

There is still time to try to save on taxes before the filing deadline Bill Cass, CFP®, CPWA®, 04/05/23 With the April 18, 2023 tax-filing deadline approaching, it's not too late to consider some strategies that could reduce taxable income. Investors may want to consult with an advisor who understands their individual financial situation before taking advantage of th...

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Dissecting Recent Bank Failures Monday, March 13, 2023 Bank Failures Raise Market Distress Stock and bond market activity was materially shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2...

When should you retire?

When should you retire? More workers are postponing retirement. Will you?

Here's Why Having a Million In Your 401(k) Is Not a Foolproof Retirement Strategy

Here's Why Having a Million In Your 401(k) Is Not a Foolproof Retirement Strategy At a time of the disappearing pension, the 401(k) is for most workers the main source of old age security. Almost any financial planner will be on you to start putting away as much as possible early and resist temptation to take anything out prematurely (even if a recently-signed retirement bill wil...