What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
LPL Financial Research Midyear Outlook 2022: Navigating TurbulenceMarkets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate...Read More
Enhanced Child Tax Credit for 2021 If you have qualifying children under the age of 18, you may be able to claim a child tax credit. (You may also be able to claim a partial credit for certain other dependents who are not qualifying...Read More
The SECURE Act may have the largest impact on retirement planning since the Pension Protection Act of 2006.Read More
Expansion of 529 plans to allow K-12 expenses The New Tax Law gives 529 Plans even more flexibility...Under the new law, the definition of a 529 plan "qualified education expense" has been expanded to include K-12 expenses. Starting in...Read More
Presenting the LPL Research Outlook 2018: Return of the Business Cycle, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. “Return of the business cycle”...Read More
The LPL Research Midyear Outlook: A Shift In Market Control states the following four themes may be key to the markets over the balance of 2017: Monetary policy: Slow path to normalization. Maintaining economic growth without...Read More
*U.S. economic growth remained restrained in Q4 after acceleration in Q3 *Improving U.S. economy and election a strong combination for stocks *Rates sore as markets digest Trump presidency *Distressed debt strategies continued to performRead More