Because you've worked hard to create a secure and comfortable lifestyle for your family, you'll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and estate taxes and preserve more of your assets for those you care about. [...]
"The increasing affluence and the emergence of consumer classes in developing countries is a durable trend that should continue for many decades to come.” — Rob Lovelace, portfolio counselor Download this now: Rise of the Global Consumer Introduction: In Peru and other developing countries around the world, young men and women are doing things their parents never dreamed of. They are buying washing machines, taking their first [...]
You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system”, you may have a tough time keeping tabs on your financial life. Organization will help you, your advisors [...]
We exported $660 billion of services, while importing about $448 billion for a trade surplus on services of nearly $213 billion. We are also creating jobs - and relatively high paying ones - in the service sector. [...]
Being part of the college planning process can be very educational for children, as it presents them with valuable financial lessons for the future. Children can earn money, learn about sources of financial aid, research potential colleges, and take other steps that may relieve their parents of some of the responsibility of college planning. Get [...]
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)
