Financial Insights

Sun Signs – Looking Good!

August 21, 2017 | posted in: Blog, Financial Insights | by

As Burt White, Chief Investment Officer, Managing Director of Research, LPL Financial says, “Markets seem to welcome when a solar eclipse comes around.”  Check out why here!

Bottom Line: Impressive Earnings Season!

Corporate America delivered another outstanding earnings season
with double-digit earnings growth, solid upside to forecasts, and generally upbeat outlooks from corporate management teams. LPL has been particularly impressed with the breadth of earnings gains and upside to revenue forecasts. Strong earnings continue to provide support for the stock market at elevated valuations, with the potential for more support from a reduced corporate tax rate next spring. Read the overview of the nearly completed second quarter 2017 earnings season from LPL Financial’s Burt White, Chief Investment Officer, and Jeffrey Buchbinder, CFA Market Strategist.

Are Your Beliefs Blocking Your Financial Success?

July 20, 2017 | posted in: Blog, Financial Insights | by

Our biases and emotions can block investment success, but financial advisors can help.
By uncovering the behavioral biases that might affect our financial decisions, we may have a better chance of meeting long-term goals. Read more about six common barriers to investment success, from Franklin Templeton, here.

What You Need to Know About Retirement, At Every Age

July 12, 2017 | posted in: Blog, Financial Insights | by

Are you dreaming of retiring, someday, with your desired lifestyle? There are crucial steps for every age to help you make those dreams come true! Click here to read more from NBC News’ Kelsey Butler.

2017 – What a year it’s been so far!

While anxieties mount, global equity prices remain at or near all-time highs.
Says LPL Financial’s Senior Market Strategist Ryan Detrick, “2017 has so far been one of the least volatile years we’ve seen in decades. However, boring isn’t always a bad thing, as some of the markets’ best performances took place amid very low volatility.” Check out LPL’s key takeaways in full detail here.

6 ways to fraud-proof your retirement savings

July 3, 2017 | posted in: Blog, Financial Insights | by

You’ve worked hard for your retirement savings – don’t be defrauded out of them!
According to Steve Vernon, “Fraudsters target people of all ages, but older adults with retirement savings are particularly lucrative targets. And the consequences of fraud and exploitation can have a devastating impact on older adults who depend on their retirement savings after they leave the workforce.”  Read more about the issue, and the solutions, to safeguard your savings.