Blog

Investing in an Election Year

The world's events always affect the markets, and making smart investment choices requires you to look at what's happening around the world. But what about during an election year? How should you invest while the country is deciding which...

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Market Update

Daily Insights Stocks open slightly lower as earnings season begins. Once launched by Alcoa, the unofficial start to earnings season now begins with several financial firms reporting. The S&P 500 Index opened slightly weaker Tuesday morning...

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End of Year Planning: Set Goals and Reduce Taxes

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning, creating...

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Revisit Your Investment Strategy at Each Milestone

As the saying goes, "50 is the new 40"—and with Americans living longer than ever before, it's not unusual for those in their 50s, 60s, or even 70s to be in their peak earning years.1 But for those who would prefer the option of an early...

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How Stocks Do Around The First Debate

The first presidential debate is tonight, September 29, with millions of people expected to tune in to see how each candidate handles the pressure. With tensions heightened amid an election that may be much closer than the polls currently...

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12 Estate Planning Must-Dos

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. Do you have a will and powers of attorney for health...

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Happy Birthday, Warren Buffett!

This Sunday, Warren Buffett turns 90 years young. “What can we say about one of the greatest investment minds that hasn’t already been said?” asked LPL Financial Chief Market Strategist Ryan Detrick. “We don’t think we can say anything new, so...

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Work with Certified Industry Professional

Jerrí Hewett Miller CFP®, RICP, BFA

 

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