Blog
Quarterly Economic Update Second Quarter 2024
Equity and bond markets began the second quarter of 2024 with a rough start, thanks to the Federal Reserve’s decision not to reduce interest rates due to stubbornly high inflation rates. However, during the quarter, strong performances from companies tied to...
Converting 529 Plans to Roth IRA
A significant benefit has come to fruition on December 29, 2022. President Biden signed the “Consolidated Appropriations Act of 2023”, which included the “SECURE 2.0 Act of 2022”. Well, now, starting from January 1, 2024, any remaining funds in a 529 account can be...
Common Investing Mistakes
Whether someone has $50,000 or $5,000,000 to invest, there are several investment pitfalls that any investor can fall into. One of our goals as financial professionals is to help clients avoid these pitfalls, which could be very costly. We have come across many...
Using ROTH and Traditional IRAs as Strategies for Building Your Retirement in 2024
Everyone saving for retirement knows being proactive is very important. Having healthy retirement savings can help you live comfortably in your golden years. As stewards of our clients’ wealth, we get great satisfaction helping parents and grandparents contribute to...
Research
World Cup-onomics 2026: Economic Impact Preview
The 2026 World Cup shifts from concentrated spending to a more diversified economic model, with impacts spread across regions, industries, and cities.
Weekly Market Performance | June 12, 2026
LPL’s Weekly Market Performance for the week of June 8, 2026, highlights choppy geopolitical and AI-driven trading, bond market moves, and inflation data.
Taking a Look at Managed Futures
LPL Research summarizes the current positioning of the managed futures industry.
Weekly Market Commentary | Is Bad News Priced Into the Bond Market? | June 8, 2026
LPL Research analyzes bond markets as yields rise, exploring Fed policy expectations, inflation trends, and whether bad news is already priced into Treasuries.