Wise investors alter their approaches as market cycles shift, from bull to bear to something in between. A consistent strategy might be far more risky than one that involves tactical shifts according to the season. Take most 13-year-old boys, who love wearing shorts and T-shirts. They love this so much that they wear this attire … Read more
As Millennials establish themselves in their careers and as adults, now is the time for these 20- and 30-year-olds to begin investing. Developing a lifelong process of saving and investing for the future is the key to this generation’s long-term financial independence. If you’re a Millennial and unsure of how to invest wisely, here are … Read more
Leading economic indicators continued to rebound in June, albeit at a slightly slower pace than in May. Yesterday, The Conference Board released its June report detailing the latest reading for its Leading Economic Index (LEI), a composite of data series that tend to lead changes in economic activity. As seen in the LPL Chart of … Read more
After years of building financial assets, the time will come when you begin drawing on them to pay expenses during retirement. Before that major turning point arrives, be sure to give careful thought to how much money you will take out of your personal savings and investment portfolio each year. The rate at which you … Read more
Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn’t about picking individual securities. Instead, you focus on broad categories of investments, mixing them together in the right proportion to match your financial goals, the amount of time you have to invest, and your tolerance for risk. … Read more
Whether you manage a trust for someone else, are the beneficiary of a trust, or are thinking of creating a trust, you probably have some questions about the “best practices” of trust management. A well-managed trust can help preserve wealth for generations, while a poorly-managed trust may provide only a quick path to insolvency. How can … Read more
529 plans can be a great way to save for college, but they’re not the only way. When you’re investing for a major goal like education, it makes sense to be familiar with all of your options. MUTUAL FUNDS Mutual funds are an option to save for college costs. They offer unlimited investment control and … Read more
The Federal Reserve (Fed) completed its third scheduled policy meeting of the year Wednesday, June 10, and continued to signal strong support for the economy, committing to keeping rates near zero until it is confident of a recovery and maintaining bond purchases (“quantitative easing”), at least at the current level. “Despite some early signs of … Read more
Whether you manage a trust for someone else, are the beneficiary of a trust, or are thinking of creating a trust, you probably have some questions about the “best practices” of trust management. A well-managed trust can help preserve wealth for generations, while a poorly-managed trust may provide only a quick path to insolvency. How can … Read more
Most economic charts we look at in the LPL Research Department look alike. Many segments of the US economy came to an abrupt halt in March when the lockdowns and business closures began, making most economic charts covering March and April look like a steep drop on a roller coaster. Two months later, the economy … Read more
Whether your business has been temporarily closed by a state shelter-in-place order or is still operating as a provider of essential services, balancing your revenue needs with protecting the safety of your employees and customers can be an unprecedented challenge. Learn more about some of the resources available to help small businesses survive this pandemic, as well as … Read more
It was January 2000 and Joseph Boeing just landed his dream job at his dream company, headquartered in his hometown of Seattle. Joe just turned 40 and as a mechanical engineer, married to Jill, with three kids, the Boeings were looking forward to the last chapter of Joe’s career, before he retired at age 60. … Read more
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