Blog
Annual Plan Limits
For Plans that are on an off-calendar year, compensation is based on the annual limits in effect at the beginning of the Plan Year…
Quarterly Economic Update: Third Quarter 2020
Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place.
Proactive Year-end Tax Planning for 2020 and Beyond
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities…
Low Interest Rates and Investors
Interest rates are important to investors and they are currently at or near all-time lows.
Research
Weekly Market Performance — February 27, 2026
LPL Research provides its Weekly Market Performance for the week of February 23, 2026. U.S. stocks fell for the week as concerns about AI’s disruptive impact drove a broader risk‑off shift. Technology and banks weakened, while defensive sectors held up better.
Continuation Funds: What They Are and Why They Matter
With traditional private equity investment exits facing difficulty over the past few years — albeit improving somewhat recently — private equity sponsors have increasingly relied on the use of continuation funds…
Competitors to the Greenback Are Less Significant
Let’s develop a scenario to explain the importance of foreign exchange (FX) markets and specifically, the dominance of the U.S. dollar. Say, for example, Thailand, one of the world’s major rice exporters, engages in trade with Brazil, the second‑largest cotton exporter…
When Mega Caps Waver and Small Caps Surge
Every market cycle has its own character, but certain patterns appear frequently enough that they deserve attention. This is especially true when evaluating early-year rallies in small caps…