Rising rates can benefit long-term investors.

2016-12-14T17:07:00-08:00

After hovering at or near record lows for several years, several areas of the bond market are now posting rising rates. Yes, this can result in many bonds losing value, but over time it can also mean more income and stronger total return for your bond holdings. Here’s a look at the last three periods of rising rates and [...]

Rising rates can benefit long-term investors.2016-12-14T17:07:00-08:00

Women Need to Take Charge of Their Money

2016-12-14T17:07:00-08:00

Why do so many of us delegate financial responsibilities to others? Many women are in charge of their financial lives, and proudly so. Some have become their own financial captains as a result of life events; others have always steered their own ships. Even so, there are too many women who are left out of [...]

Women Need to Take Charge of Their Money2016-12-14T17:07:00-08:00

What if America Shatters Its Debt Ceiling

2016-12-14T17:07:01-08:00

What If America Shatters Its Debt Ceiling? The global economic consequences could be severe. In October, America may risk running out of cash. Treasury Secretary Jacob Lew recently urged Congress to lift the federal debt limit before October 17. Secretary Lew claims that if nothing is done by that date, the Treasury will have only [...]

What if America Shatters Its Debt Ceiling2016-12-14T17:07:01-08:00

Insurance Strategies to Help You Protect Your Business

2016-12-14T17:07:02-08:00

As a business owner, you need to ensure that you have adequate insurance coverage to protect family, business partner(s) and key employees, so that no matter what the future holds, the business can continue to provide for those who depend on it. With the right insurance strategies in place, you can guard your business against [...]

Insurance Strategies to Help You Protect Your Business2016-12-14T17:07:02-08:00

When a Family Member Dies

2016-12-14T17:07:02-08:00

A financial checklist for the most difficult of times. The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to that addressing financial matters related to a family member’s passing may be put on hold. This should be done, though, and it is better to do [...]

When a Family Member Dies2016-12-14T17:07:02-08:00

Saying Nothing: The Fed’s Powerful Message

2013-09-20T18:08:09-07:00

New Video: Saying Nothing: The Fed's Powerful Message. LPL Financial Research's CIO Burt White discusses how the Fed's highly anticipated statement of monetary policy (09/18/13) surprised the markets, going against the consensus expectation of reduced asset purchases.

Saying Nothing: The Fed’s Powerful Message2013-09-20T18:08:09-07:00

Questions to Ask When Drafting an Estate Plan

2016-12-14T17:07:04-08:00

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. [...]

Questions to Ask When Drafting an Estate Plan2016-12-14T17:07:04-08:00

Rise of the Global Consumer

2016-12-14T17:07:05-08:00

"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 [...]

Rise of the Global Consumer2016-12-14T17:07:05-08:00
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