Thursday, May 30, 2024

You probably already know that insurance is something you should have in case of unforeseen events. When it comes to estate planning, insurance helps manage the distribution of your assets the way you see fit.

Thursday, May 30, 2024

There is one thing that we will most likely all do one day: regardless of your status in society, position at work, or whether you are tall or short, you may pass down assets to loved ones.

Thursday, May 30, 2024

Annuities are investment strategies offered by insurance companies that provide a steady income stream in retirement. These financial vehicles may particularly appeal to high-net-worth (HNW) investors for various reasons.

Thursday, May 30, 2024

If you're like some, you may have spent large parts of your working life missing the carefree summer days of your childhood. That is, of course, assuming you had a happy childhood.

Monday, April 29, 2024

Remember, it is never too early to start planning for your future. The time to begin planning for your financial future is now. So, when it comes to preparing for retirement, the earlier you start, the better. Here are some steps to help.

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Monday, April 29, 2024

Tips to navigating stock market peaks from the wise words of Warren Buffett. As the saying goes, "what goes up must come down." In the world of investing, this adage holds true.

Monday, April 29, 2024

As an affluent family, planning for your children's education is likely a top priority. You want to ensure that they have access to the best education possible without worrying about the high cost of tuition.

Monday, April 29, 2024

There are several ways high-net-worth individuals can benefit from life insurance. It is a vehicle that could provide loved ones with an income stream, it can be used as an investment strategy, it may help to lower your estate tax burden.

Tuesday, April 23, 2024

Over the past few years, the market has appeared to be on a rollercoaster, providing investors with moments of excitement followed by heart-palpitating anxiety.

Tuesday, April 9, 2024

What is luck? Most dictionaries define it more or less as something good or bad that happens to you, by chance or otherwise, that you find, or don’t find, desirable.

Friday, March 1, 2024

In an unexpected turn of events, the IRS announced another delay in the implementation of the new reporting rule that would require third-party payment apps, for example, Zelle, PayPal, Cash App, or Venmo, to report earned income over...

Friday, March 1, 2024

As age 73 nears, it is critical that you begin considering how you want to handle the required minimum distributions (RMDs) you are obligated to withdraw from your tax-advantaged retirement accounts, including 401(k)s, 403(b)s, 457s,...

Thursday, February 1, 2024

Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner. However, society does...

Thursday, February 1, 2024

In times of market volatility, when inflation is increasing, the Federal Reserve will raise interest rates to help to cool the inflation spike. During this period, people are anxious and keep a tight grip on their wallets. In time, the...

Monday, January 1, 2024

Planning for retirement often involves focusing on your finances and ensuring that you not only will have enough to sustain you during your retirement but adequate funds to do the things you enjoy doing. While this strategy is a...

Friday, December 29, 2023

Dear Valued Investor, LPL Research recently unveiled Outlook 2024: A Turning Point, which recaps where markets have been over the last half of 2023 to help position your portfolio through midyear of 2024. It’s with pleasure that...

Friday, December 8, 2023

Improving return by minimizing taxes Although we are all obligated to pay our fair share of taxes, few of us would be pleased to pay taxes unnecessarily. Because taxes lower the actual return on your investments, you should be...

Friday, December 8, 2023

For many of us, a new year is an opportunity for fresh starts and discovering the best versions of ourselves, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with that shiny...

Tuesday, November 14, 2023

Determining how your income impacts Social Security (SS) taxes is important for tax planning. Factors that determine how much pay SS tax you pay, depending on your circumstances.

Wednesday, November 1, 2023

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning.

Tuesday, October 24, 2023

When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.

Tuesday, October 3, 2023

You may have thought your digital identity was safe and not a likely target of a cybercriminal until one day, the bank calls wondering if purchases made at a store that you have never been to, 2,000 miles away, were made by you.

Tuesday, September 26, 2023

In 2013, a Gallup poll found that only about one in every three U.S. households maintained a budget.(1) A 2021 survey of 1,000 Americans found that 80% now say they have a budget.(2) Americans are budgeting more due to the pandemic.

Tuesday, September 5, 2023

Trying to reconcile recent market advances with not-so-good economic data. U.S. stock markets continue to trend up as optimism returns to Wall Street while Main Street USA continues to struggle.

Tuesday, August 22, 2023

Your Assumed Rate of Return, Know the Fees in Your 401(k) & Adjusting Your Financial Planning Timeline. Let's assume your financial planning is way ahead of your friends. You have saved, invested well and paid off your debts.

Tuesday, August 8, 2023

Ah, Money. The word leaves you with a positive or a negative feeling when you hear it. The feeling we get from money, and investing, has deep roots inside our emotions, although we may not understand why.

Tuesday, July 18, 2023

Whether to invest a large amount all at once or over a short period of time (lump-sum investing), or to invest gradually over a longer period of time (periodic investing) is an investment strategy decision you'll have to face.

Wednesday, July 12, 2023

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change.

Thursday, July 6, 2023

It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur.

Tuesday, June 13, 2023

Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income. However, it is important to consider the impact of taxes on these investments.

Tuesday, May 30, 2023

A Backdoor Roth IRA is a strategy that allows individuals who earn too much to directly contribute to a Roth IRA to still contribute to one indirectly. Read on for more information.

Monday, May 22, 2023

You may have heard about the recent bank failures, and these events highlight the importance of diversifying your cash holdings. Here are four options to consider.

Tuesday, May 9, 2023

Comparing 2008/09 with the current financial landscape offers guidance The 2023 global economy has been experiencing a period of turmoil, marked by aggressive responses from governments, regulators, and the biggest banks as the world...

Tuesday, April 4, 2023

Understanding your financial situation can help you develop a retirement plan, pay down debt, draft a comprehensive estate plan and live with financial independence. Calculate your worth to continue the plan toward financial confidence.

Tuesday, March 28, 2023

High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey.

Monday, March 20, 2023

The feeling we get from money, and investing, has deep roots inside our emotions, although we may not understand why. Behavioral science explains why we make our investment decisions and how we emotionally react to them.

Tuesday, February 28, 2023

What might you do to survive and even thrive during volatile markets? A financial plan may help you feel more confident.

Monday, February 13, 2023

[DALLAS, TX] — [February 13, 2023] – Randall Pickett, an independent LPL Financial advisor at The Pickett Group in Dallas, today announced his inclusion in LPL’s Freedom Club. With more than 21,000 LPL-affiliated...

Wednesday, January 25, 2023

Are there certain S&P 500 sectors that might perform better if inflation rises?

Wednesday, January 25, 2023

As people begin to age, it becomes very important for many to evaluate strategies for leaving their wealth to loved ones. We'll take a look at a few options that allow you to give without creating a tax burden.

Sunday, January 22, 2023

It's nice to own stocks, bonds, and other investments. When it's time to fill out your federal income tax return, you may be left scratching your head. Just how do you report your investments and how are they taxed? Read on for answers.

Friday, December 23, 2022

If you make New Year's resolutions and don't keep them, behavioral economics can help. It's the study of psychology as it relates to economic decision-making. Read on for more insight.

Tuesday, December 6, 2022

Improving return by minimizing taxesAlthough we are all obligated to pay our fair share of taxes, few of us would be pleased to pay taxes unnecessarily. Because taxes lower the actual return on your investments, you should be...

Thursday, December 1, 2022

The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2022 tax year.Timing is everythingConsider any...

Friday, November 11, 2022

A list of things to consider as you think about year-end charitable donations With its family traditions and festive celebrations, the holiday season is the most wonderful time of the year. And according to, the...

Tuesday, November 1, 2022

What is Tax Loss Harvesting?When investments in taxable accounts do not perform as hoped and actually lose value, investors may be able to take advantage of tax benefits to help offset their losses. The concept of tax loss harvesting...

Friday, October 14, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:...

Saturday, October 1, 2022

Understanding long-term capital gains taxes when you sell investmentsMarket downturns could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the best ways to do that – now and...

Monday, September 5, 2022

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility —...

Wednesday, August 31, 2022

Baby Boomers — those born between 1946 and 1964 — hold about $20 trillion in wealth.1 Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a...

Tuesday, August 9, 2022

With a few simple actions, you can ensure your estate planning is effective.Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you...

Thursday, August 4, 2022

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you...

Tuesday, July 12, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

Tuesday, July 5, 2022

If you sometimes feel like your financial life has too many moving parts, you may be looking for ways to get back to the basics—without letting anything slip through the cracks. Fortunately, simplifying your finances does not...

Thursday, June 16, 2022

It's a fact: People today are living longer. Although that's good news, the odds of requiring some sort of long-term care increase as you get older. And as the costs of home care, nursing homes, and assisted living escalate, you...

Thursday, May 26, 2022

As a small-business owner, you may be looking for the next big thing—an investment that might double your profits within the next year or allow you to maintain your income while working just a few hours a week. However, business...

Thursday, May 12, 2022

There was a time that retirement meant, for many people, sitting in the sun in a southern retirement community along with a host of fellow retirees. However, today retirement means many different things to different people. Why settle...

Friday, April 29, 2022

Thursday, April 28, 2022