Blog
Thank you for visiting! Please check back frequently as we post updates about the market, geopolitical issues and other timely/informative information. As always, if anything catches your attention and you would like to discuss further, please reach out! You can schedule a time to chat by clicking here!
Long-term Resilience During Geopolitical Instability | April 1, 2026
As the Iran conflict enters its second month, geopolitical stress continues to test investors. Historical stock market performance during geopolitical conflicts helps remind us that stocks are far more resilient than the moment may...
Read MoreThe Myth of “Free” Healthcare
The latest government shutdown has once again raised questions about federal spending. Behind the political theater lies a deeper debate: whether taxpayers should fund expanded government healthcare, including proposals that extend...
Read MoreLegacy-Driven Giving: Choosing Charities That Reflect Your Vision
How to align your charitable strategy with the impact you want to leave behind
Read MoreMid-Year Market Update: Resilience, Recovery, and What Comes Next
Independence Day is a great reminder that resilience and perseverance are woven into the fabric of our country. Those same values are what keep our markets and economy moving forward.
Read MoreFinancial Planning with Aging Parents: 5 Conversations to Start Now
Financial Planning with Aging Parents: 5 Conversations to Start Now June 15 marks World Elder Awareness Day, a reminder that as our parents age, their well-being - financial, physical, and emotional - requires mindful attention. One of...
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Shaken, Not Stirred: How Volatility Mixes with Opportunity
🥂 Shaken, Not Stirred: How Volatility Mixes with Opportunity Reading the Market’s Mood Through the VIX in 2020, 2022, and 2025 Markets, like the classic cocktail, are stirred by headlines and shaken by emotion. Sometimes, that shake...
Read MoreTariffs Are Like Surgery: Temporary Discomfort, Long-Term Strength
With the U.S. announcing a new wave of tariffs this week, many headlines have focused on the potential for short-term price increases and global trade tension. What’s often missing from the conversation is a more thoughtful...
Read MoreHealth, Wealth, and Holiday Harmony 🎄💤
Health, Wealth, and Holiday Harmony 🎄💤 The holidays bring joy and celebration, but they can also come with sleepless nights, overwhelming to-do lists, and mounting stress. As a wealth manager, I always say, “Health is the real wealth...
Read MoreElection Results: A Look Ahead and What It Means for Your Portfolio
Discover how Trump’s election win and a unified House and Senate may impact the markets and economy. This blog covers Trump’s key policy focuses, from energy independence and border security to tax reductions and reduced government spending
Read MoreElectoral College Dropout? Why We Can't Afford to Fail Our Constitution
🇺🇸Electoral College Dropout? Why We Can't Afford to Fail Our Constitution 🇺🇸 As a wealth manager, I often talk about the importance of balance and structure in financial planning. Just as a well-diversified portfolio protects...
Read MoreVoting for America's Future: An Economic Perspective on 2024 Policies
As we near the upcoming election, it’s vital to recognize that the economic consequences of proposed policies go beyond party affiliations.
Read MoreAre You at Risk of Identity Theft or Fraud?
In today's digital era, understanding the risks associated with identity theft and fraud is essential. Cybercriminals are constantly refining their tactics, making it crucial to be aware of potential vulnerabilities and how they can...
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Frustrated Following the Fed?
Let's start this email with the conclusion: Stick with your investment strategy, and don’t let outside influences like the Fed get in your way. Following the Fed these days is like watching an endless point in a tennis match. The...
Read MoreMarkets Warming Up
As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, since December 2023, the S&P 500 has not experienced a pullback of even 2%. Strong starts to...
Read More"Shaking Off" Economic Downturn: The Taylor Swift Effect
Time's Person of the Year, Taylor Swift, is shaking off economic downturns and hitting high notes not just on stage but in the U.S. economy, too. The pop sensation's impressive impact extends beyond her record-breaking music, reaching...
Read MoreOutlook 2024: A Turning Point
We are delighted to share with you some key highlights from LPL Research's latest release, Outlook 2024: A Turning Point. This report provides a retrospective analysis of 2023 market trends and offers insights into the forecasts...
Read MoreA November to Remember
Solid gains for both stocks and bonds gave investors a November to remember. As financial markets continue to defy skeptics, I’m reminded of a quote from Warren Buffett’s long-time partner and one of the greatest investors...
Read MoreMedicare Open Enrollment Ends December 7
Medicare Open Enrollment is coming to a close, so if you are considering making a change to your plan, it's time to take action. Changes you make during 2023 open enrollment go into effect on January 1, 2024. Here are a few factors...
Read More2024 Key Financial Data
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...
Read MoreResumption of Student Loan Payments and Interest Accrual
The U.S. Department of Education has officially announced that student loan payments will resume in October, ending the three-year-long pause that was implemented due to the pandemic.Starting September 1, interest will begin accruing...
Read MoreSocial Security 2024 - COLA & Cooling Inflation
I wanted to take a moment to update you on the potential changes to Social Security benefits for 2024. As I'm sure you know, the Social Security Administration calculates annual cost-of-living adjustments (COLA) based on the Consumer...
Read MoreHaving Financial Conversations with Adult Children
A recent survey reported that 68% of parents had made financial sacrifices to support their adult children. It's often a difficult decision that can stress relationships, impact retirement strategies, and harm overall financial...
Read MoreThe Latest Social Security Predictions
Recently, you may have seen reports that the so-called “depletion date” for Social Security was adjusted. This refers to the predicted date when the long-running program will no longer be able to pay full benefits.Barring...
Read MoreWorld Backup Day - March 31, 2023
With so much of our lives spent online, it’s sad to think of losing the important stuff. Pictures of your kids and grandkids; Personal items like cherished emails, texts, and voicemails from loved ones; Or the notes for that book...
Read MoreSVB Financial Failures Examined
Financial markets were 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 2020 and the...
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Words of Wisdom from Warren Buffett
The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...
Read MoreThe Biggest Bowl Game of the Year
As the biggest sporting event of the year approaches, football fans all over the nation (including us) are gearing up for the Big Game on Sunday, February 12, at 6:30 PM ET.For many, Sunday means a day of tasty tailgating and...
Read MoreSECURE Act 2.0 Passed in Final Days of 2022
Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement...
Read MoreSocial Security 2023 COLA Increase Kicks In
While you probably already found your notice in the mail, you may be curious about the COLA increase happening for Social Security recipients in the New Year. Starting in January, beneficiaries will see an 8.7% increase to help offset...
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LPL Research’s Outlook 2023: Finding Balance provides perspective on what’s been happening and what
Outlook 2023 | Finding Balance | December 6, 2022LPL Research’s Outlook 2023: Finding Balance provides perspective on what’s been happening and what may lay ahead in the market, economy, and more. READ MORE The information...
Read MoreHappy Thanksgiving 2022
The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude.So, as you gather around the table, look around and give thanks for the family and friends surrounding you. Give...
Read MoreWill the Midterm Elections Move Markets?
The midterm elections have come and gone, and although the results don’t appear as one-sided as many predicted, it seems one party will narrowly take control of the House, while the Senate may hinge on a Georgia runoff.It's...
Read MoreNew Retirement Contribution Limits for 2023
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...
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Stubborn Inflation Tests Fed's Resolve
Stubborn doesn’t seem like a strong enough word, but that’s how Fed officials are describing inflation.Inflation's “stubbornness” has been on full display in recent weeks: First, the Producer Price Index (PPI)...
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What’s the Fed’s Master Plan?
Wall Street is always searching for a hero to embrace or a villain to blame. And right now, Fed Chair Jerome Powell is the villain.After the September Fed meeting, Powell said interest rates may be heading higher for longer than...
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1% Moves in S&P 500
If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...
Read MoreLife Doesn't Stand Still
September is Life Insurance Awareness Month. If you haven’t reviewed your insurance profile in a while, you may be surprised that what made sense in the past no longer fits your life.Here are some ways to quickly evaluate your...
Read MoreImportant Details on Student Loan Relief
The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...
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These Months are More Volatile Than Others
We’re entering a tricky time of year: September and October have a reputation for bringing an extra measure of market volatility.Some of the stock market’s most challenging events have hit in September and October, and...
Read MoreThree Ways the Inflation Act Could Impact You
Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.Tax credits...
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The Fed's Inflation Nowcasting Tool
Does waiting 30 days for a government report seem a bit unreasonable? After all, we live in a world of instant messages and real-time quotes. Why should we wait a whole month between updates on the Consumer Price Index to see what's...
Read MoreBig Week for Market Watchers
Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of...
Read More3 Shrewd Maneuvers in a Down Market
It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...
Read MoreSearching for the Goldilocks Economy
At the risk of slowing economic growth, the Fed has driven short-term rates higher to rein in inflation. But it’s a tricky proposition.Raise rates too much, and you may trigger a recession. Don’t raise rates enough, and you...
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Bear Market Question and Answer
Bear Market Question and Answer LPL Research discusses the bear market and the trends of the stock market after a bear market. READ MORE The information contained in this e-mail message is being transmitted to and is...
Read MoreCare for a COLA with Your Social Security?
As you might have heard, people are talking about a big bump in Social Security benefits next year.The Senior Citizens League says payments could rise by as much as 8.6 percent in 2023, compared to an increase of 5.9 percent in 2022....
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2022 Contribution Limits
Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.
Read MoreWe're Here for You
Delivering the Support and the Financial Guidance You Need We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to...
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