What You Need to Know About The SECURE Act
The Setting Every Community Up for Retirement Enhancement Act of 2019 – the SECURE Act – passed the House of Representatives earlier this year [...]
The Retirement Income Gap: Dealing With A Shortfall
When you determine your retirement income needs, you make your projections based on the type of lifestyle you plan to have and the desired [...]
Why The First Five Days Of 2020 Could Have Bulls Smiling
The first five days of 2020 are in the books. Although the headlines have been quite scary, equities have picked up right where they [...]
Is It Time For Santa?
December has been widely viewed as a strong month for stocks, with this year following suit so far. What many probably don’t realize, however, [...]
Marriage: Entering a New Investment Life
There are a lot of issues that couples need to think about when tying the knot -- wedding preparations, family, and, of course, finances. [...]
Women, Money, and Today’s Retirement
Despite all of the other advances made in our society in recent generations, women continue to face unique challenges when it comes to preparing [...]
Women, Wealth, & Legacy Planning
Women play a central role in establishing and preserving family wealth -- whether nurturing the values of children, fulfilling charitable goals, or making investment [...]
Outlook 2020
Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. AT LPL RESEARCH, as we look forward to the year 2020 and [...]
Small Caps Join the Party
It took nearly 15 months, but the Russell 2000 Index finally broke out to a new 52-week high. On November 25, the Russell 2000 [...]
Charitable Giving
Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you [...]
