The Portfolio Compass provides a snapshot of LPL Financial Research’s views on equity & alternative asset classes, the equity sectors, and fixed income. This biweekly publication illustrates our current views and will change as needed over a three- to 12-month time horizon. Download it free: LPL Portfolio Compass Aug 2013
Could Corporate Tax Cuts Promote Job Growth? President Obama returns to an idea he introduced in 2012. What if corporate taxes were 7% lower? Specifically, what if the corporate tax rate was reset to 28%, 25% for manufacturing companies? As a tradeoff for this tax cut, what if multinational corporations based in the U.S. paid [...]
How many retirees face the possibility of less recurring income? On July 18, Detroit became the largest American city to file for Chapter 9 bankruptcy. What will happen to the pensions of its 20,000+ retired public employees? There is a possibility they could be reduced – perhaps greatly. In the wake of Detroit’s fiscal problems, [...]
You don’t need to be wealthy to make an impact and get a win-win. Do you have to make a multimillion-dollar gift to a charity to receive immediate or future financial benefits? No. If you’re not yet a millionaire or simply a “millionaire next door,” yet want to give, consider the following options which may [...]
Download the Mid-Year Outlook: Download the LPL Mid-Year Outlook 2013 (Abridged Version 4 pages) Unabridged Version 20 pages (Send us an email and we'll send it along to you)
There is no simple answer, but consider some factors. You save for retirement with the expectation that at some point, you will have enough savings to walk confidently away from the office and into the next phase of life. So how do you know if you have reached that point? Retirement calculators are useful – [...]
The IRS just made taking a home office deduction that much easier. It recently announced a simple new option for tax years 2013 and forward. All taxpayers may now choose to calculate a home office deduction using a simplified “safe harbor” method. You just multiply the allowable square footage of qualified dwelling space you use [...]
Why are they made again and again? Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet [...]
It feels like market volatility has become the new norm. How are large endowment funds like Yale and Harvard investing in these times? How are High Net Worth Individuals investing in these times? How are those funds performing? Watch this short video narrated by Ben Stein to learn more... Click here to watch the Elite [...]
Shouldn’t it be rising with all this bond buying? Consumer inflation just hit a 50-year low. So indicates the Federal Reserve’s preferred inflation gauge – the Personal Consumption Expenditures (PCE) price index maintained by the Bureau of Economic Analysis.1 Besides tracking consumer inflation, the PCE price index measures household purchases, a major factor in GDP [...]
