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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, 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.

 

Wednesday, December 12, 2018

Yields on two-year and three-year Treasury notes remain higher than five-year yields after both spreads turned negative last week, known as an inverting of the yield curve. However, as we discussed last week, it’s the spread...

 

Wednesday, December 5, 2018

2018 has been a rocky year with a big dose of volatility, but could a late-year rally be in store for investors? History says it is quite possible. “Although the well-known Santa Claus rally is technically the last five days of...

 

Wednesday, November 28, 2018

Investors just endured their second correction in U.S. stocks this year, and bonds proved once again that diversification plays a vital role in managing risk during market turbulence. The 10-year Treasury yield dropped 20 basis points...

 

Monday, November 26, 2018

According to Giving USA 2017, Americans gave an estimated $390.05 billion to charity in 2016. That’s the highest total in more than 60 years since the report was first published.1 Americans give to charity for two main reasons:...

 

Wednesday, November 21, 2018

Credit markets are now sharing global stocks’ angst over trade and oil. As shown in the LPL Chart of the Day, credit spreads on investment-grade and high-yield corporate debt have jumped to their highest levels since December...

 

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Wednesday, November 14, 2018

Speculators who built the biggest net short position on record in 10-year Treasury futures have reversed course. As shown in the LPL Chart of the Day, non-hedging traders’ net short position in 10-year futures decreased for five...

 

Wednesday, November 7, 2018

The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the House of Representatives,...

 

Wednesday, October 31, 2018

This modern twist on the Ben Franklin maxim reflects the multiplicity of taxes to which earnings are subject in today’s world.¹ Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here...

 

Thursday, October 25, 2018

October has been a rough month for equities, but then again it’s historically been one of the most volatile periods of the year. “October is known for volatility, and we’ve sure seen it so far,” explained...

 

Wednesday, October 17, 2018

After more than three months without a single 1% change (up or down) for the S&P 500 Index, volatility came back—and in a big way—this past week. This brings up an interesting question: What would happen if you could avoid...

 

Monday, October 15, 2018

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare...

 

Wednesday, October 10, 2018

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 60 is growing. The United Nations estimates that by 2050 the number of people aged 60 and older will have more than doubled.¹ As our...

 

Monday, October 1, 2018

Many parents teach their children the ABCs at a very young age, but do they teach them the ABCs of good credit? At certain points in life, everyone must deal with banks, loans, credit, and finances. You may have learned your lessons...

 

Tuesday, September 18, 2018

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic...

 

Tuesday, September 4, 2018

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...

 

Tuesday, August 21, 2018

Similar to taking care of your personal health by proactively incorporating healthy habits and annual checkups, you can also take control of your financial health when you are proactive and engaged in managing your finances. And also...

 

Monday, August 6, 2018

It’s not simply a matter of working harder; it’s much more about using your non-financial skills and talents in new ways to bring you prosperity and a greater sense of personal satisfaction. Here are five tips to follow...

 

Tuesday, July 24, 2018

College won’t pay for itself. How will you pay for it? You may have more choices than you think. Is creating a college fund on your to-do list? Consider these options. 529 plans. Anyone can contribute to these savings vehicles....

 

Tuesday, July 24, 2018

College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother...

 

Wednesday, July 11, 2018

The recently released LPL Research Midyear Outlook 2018: The Plot Thickens is filled with investment insights and market guidance to take us through the rest of the year. So far this year, the return of the business cycle has brought...

 

Monday, June 18, 2018

The summer months are almost underway, which means that both vacations and midyear check-ins are ahead. As we approach the midpoint of 2018, many of us will take this opportunity to reflect on what we’ve seen so far and what may...