Chicago Private Wealth Group, Powered by LPL Financial

Don’t wait until tax season to start planning.

A proactive year-end meeting with your CPA can help you uncover opportunities, reduce liability, and stay ahead: https://www.chicagopwg.com/blog/3-reasons-to-schedule-a-yearend-tax-planning-meeting-with-your-cpa

LPL Research analyzes China’s declining crude imports, inflation risks, and the resilient U.S. economy driving above-trend growth.
Read more in our
https://www.chicagopwg.com/blog/china-holds-keys-to-postwar-oil-prices

We love getting testimonials like this one from David.

You can see all of our testimonials here: https://www.chicagopwg.com/

LPL Research examines how sticky inflation, Fed leadership changes, and AI-driven borrowing are shaping the fixed income outlook for 2026.
Read more in our https://www.chicagopwg.com/blog/keep-calm-and-clip-coupons

Supporting kids and aging parents? You’re not alone.

Explore steps toward financial independence: https://www.chicagopwg.com/blog/financial-independence-for-the-sandwich-generation

Markets are shifting—are your wealth strategies keeping up?

Read more: https://www.chicagopwg.com/blog/how-to-address-wealth-management-in-todays-market-environment-1

With geopolitics, Fed policy, and AI reshaping markets, volatility may persist.

Learn how LPL Research is positioning portfolios for the second half of 2026: go.lpl.com/midyearoutlook

One decade down. Several more to go.

Wishing you all a happy, safe and memory-filled 4th of July!

Happy 250th, America!

LPL Research examines current market and investor sentiment in an effort to gauge current levels of exuberance.
https://www.chicagopwg.com/blog/has-stock-market-exuberance-become-irrational Read more in our