Investing

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Getting Your Household Cash Flow Back Under Control

2016-12-14T17:06:02-08:00

Developing a better budgeting process may be the biggest step toward that goal. Where does your money go? If you find yourself asking that question from time to time, it may relate to cash flow within your household. Having a cash flow management system may be instrumental in restoring some financial control. It is harder [...]

Getting Your Household Cash Flow Back Under Control2016-12-14T17:06:02-08:00

4 Money Blunders That Could Leave You Poorer

2016-12-14T17:06:03-08:00

A “not-to-do” list for the new year & years to follow. How are your money habits? Are you getting ahead financially, or does it feel like you are running in place? It may come down to behavior. Some financial behaviors promote wealth creation, while others lead to frustration. Certainly other factors come into play when [...]

4 Money Blunders That Could Leave You Poorer2016-12-14T17:06:03-08:00

Key Tax Breaks Retroactively Reinstated

2016-12-14T17:06:03-08:00

The clock is ticking ... is opportunity knocking? If you hurry, you might realize some nice tax breaks before 2014 runs out. Once again, Congress has acted at the eleventh hour to bring back some expired tax perks. H.R. 5771, the Tax Increase Prevention Act, was passed and signed into law by President Obama on [...]

Key Tax Breaks Retroactively Reinstated2016-12-14T17:06:03-08:00

What’s Fueling the Drop in Oil Prices?

2016-12-14T17:06:04-08:00

 How long will it last? Who wins & loses from it? On the New York Mercantile Exchange, a barrel of light sweet crude is currently worth well under $60. Prices have dropped more than 25% in a month and almost 45% year-over-year. What is behind this freefall? How long will prices keep dropping, and who [...]

What’s Fueling the Drop in Oil Prices?2016-12-14T17:06:04-08:00

The Market Is Up & I Am Not … Why?

2016-12-14T17:06:04-08:00

Remember that the major indices don’t represent the entirety of Wall Street. The S&P 500 is up about 10% YTD, why aren’t I? If your investments are lagging the broad benchmark, you may be asking that very question. The short answer is that the S&P is not the overall market (and vice versa). Each year, [...]

The Market Is Up & I Am Not … Why?2016-12-14T17:06:04-08:00

Should You Buy the Dips

2016-12-14T17:06:08-08:00

Market retreats & corrections may herald opportunities. When stocks retreat, should you pick up some shares? If you like to buy and hold, it may turn out to be a great move. Buying during a downturn or a correction may seem foolish to many, but if major indexes sink and investors lose their appetite for [...]

Should You Buy the Dips2016-12-14T17:06:08-08:00

Video: Market Outlook Fall 2014 LPL Financial Research

2016-12-14T17:06:10-08:00

Here we are in the Fall of 2014. Get the LPL Research Market Outlook for the remainder of the year. Want to Review Your Strategy for Generating Income in Retirement?   2014 Investment Outlook for clients   Like the video? Download the printed version: LPL's Outlook 2014: The [...]

Video: Market Outlook Fall 2014 LPL Financial Research2016-12-14T17:06:10-08:00

When a Windfall Comes Your Way

2016-12-14T17:06:21-08:00

What do you do with big money? A first-world problem, and nothing more? Not quite. Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you resolve anxieties about funding your retirement or your children’s college educations, and newfound financial freedom can lead to time freedom – greater opportunity [...]

When a Windfall Comes Your Way2016-12-14T17:06:21-08:00

Classic Investing Mistakes

2016-12-14T17:06:21-08:00

Investing Mistakes - How many can you prevent yourself from making?  Year after year, in bull and bear markets, investors make some all-too-common blunders. They have been written about, talked about, and critiqued at some length – and yet they are still made. You can chalk them up to psychology, human nature, perhaps even a [...]

Classic Investing Mistakes2016-12-14T17:06:21-08:00

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