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Our Private Wealth Management services for high net worth individuals encompassing financial planning, estate planning and tax strategies.

Is an Opportunity Zone Fund Good for Tax Planning?

2020-12-21T15:24:23-08:00

Can I Defer and Lower My Taxes with a Qualified Opportunity Zone Fund? Recently, we learned that a Lebron James rookie card sold for $1,600,000! Assuming the owner paid $1 for the card, that’s a big windfall! But that could also be a large tax liability. Well, maybe not. Depending on the decisions of the [...]

Is an Opportunity Zone Fund Good for Tax Planning?2020-12-21T15:24:23-08:00

Solid Shopping Holiday Season

2020-12-28T11:50:00-08:00

Solid holiday shopping season. Holiday sales grew 3%, beating forecasts for a 2.4% increase according to MasterCard’s SpendingPulse. Online sales rose 49% year over year. These results were impressive for a recessionary period—the comparable figure dropped 3.5% in 2008—and highlight the resiliency of the US consumer and benefits of stimulus. Daily Insights Stocks open higher [...]

Solid Shopping Holiday Season2020-12-28T11:50:00-08:00

2021 Market Outlook – How to Invest in 2021

2020-12-22T17:42:44-08:00

“MORE THAN MOST YEARS, it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, a massive economic collapse, a bear market, a surprisingly sharp reversal, a hotly contested election where passions ran high, the impact of lockdowns—it was an unusual year of extraordinary challenges. In [...]

2021 Market Outlook – How to Invest in 20212020-12-22T17:42:44-08:00

In Inflation Looming?

2020-12-11T10:43:12-08:00

The November reading for the Consumer Price Index (CPI), the most well-known measure of inflation, was released Thursday, December 12, and while both the headline and “core” readings (excluding food and energy) came in slightly higher than the Bloomberg-surveyed economists’ consensus, core inflation remains tame at 1.6% over the trailing year. Inflation is likely to [...]

In Inflation Looming?2020-12-11T10:43:12-08:00

Outlook 2021: The Bull Market in Stocks Continues

2020-12-09T14:30:02-08:00

As we explain in Outlook 2021, we anticipate a strong earnings rebound in 2021 will help stocks grow into their current valuations. “The earnings story isn’t just about 2021,” explained LPL Financial Chief Market Strategist Ryan Detrick. “We see S&P 500 Index earnings per share of $190 by the end of 2022, well above the previous record [...]

Outlook 2021: The Bull Market in Stocks Continues2020-12-09T14:30:02-08:00

30,000 Reasons To Be Thankful (Dow Reaches Record 30,000)

2020-11-25T15:26:34-08:00

As 2020 winds down, it has been an extremely tough year on all of us. Still, there are many reasons to be thankful and today we will share some reasons investors should be thankful. Stocks have had one of the largest reversals ever in 2020, something to be thankful for. In fact, this could be [...]

30,000 Reasons To Be Thankful (Dow Reaches Record 30,000)2020-11-25T15:26:34-08:00

Private Equity Funds: Not Just for Ultra-Wealthy

2021-02-25T11:51:31-08:00

Can private equity funds help you minimize risk and achieve higher returns than other investments? Introduction to Private Equity Funds Historically, investors have looked to private equity as a potential source of attractive returns, low correlation to other asset classes, diversification from public securities & the possibility of returns  greater than those otherwise available [...]

Private Equity Funds: Not Just for Ultra-Wealthy2021-02-25T11:51:31-08:00

3 Election Charts That Caught Our Attention

2020-11-09T13:23:33-08:00

Stocks just had their best week since April, with the S&P 500 Index incredibly a chip shot away from new all-time highs. Joe Biden will be the next President of the United States, but markets are confident Republicans will maintain the Senate, and this means gridlock in Washington. Remember, gridlock is good, as it pulls [...]

3 Election Charts That Caught Our Attention2020-11-09T13:23:33-08:00

Our Post Election Thoughts

2020-11-05T14:10:17-08:00

As of Thursday morning, a winner to the 2020 presidential election has yet to be “officially” declared as several battleground states have yet to be called. Even as more clarity emerges from remaining votes being counted in Arizona, Nevada, and Pennsylvania today and tomorrow, recounts and legal challenges could draw this out longer. A Democratic [...]

Our Post Election Thoughts2020-11-05T14:10:17-08:00

An Election Pattern You Might Not Know About

2020-10-30T10:12:49-07:00

With Election Day a mere five days away, we at LPL Research thought we would add one last election forecaster to the mix of what we’ve presented over the last several months—as much because of what it might tell us about the American electorate as what it might tell us about the election. As shown [...]

An Election Pattern You Might Not Know About2020-10-30T10:12:49-07:00
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