With the holiday season just around the corner, you may be ready to get a jump on your holiday shopping. Unfortunately, for many, holiday shopping easily gets out of control. When you are in the giving spirit, you may find yourself racking up debt rather quickly. When this happens, you are then left to deal […]
Category: Blog
Big Gains In November Steal From Santa
What a month November was! Here are some of the highlights: Best month for Dow since January 1987 (11.9%) and best November since 1928 Best month ever for the STOXX 600 (16.7%) Best month ever for the Russell 2000 (18.3%) Best month for the S&P 500 (10.8%) and Nasdaq (11.8%) since April 2020 Best month […]
30,000 Reasons To Be Thankful
As 2020 winds down, it has been an extremely tough year on all of us. Still, there are many reasons to be thankful and today we will share some reasons investors should be thankful. Stocks have had one of the largest reversals ever in 2020, something to be thankful for. In fact, this could be […]
Top Year-End Investment Tips
Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a little time out from the holiday chores to make some strategic saving and investing decisions before December 31 can affect not only your long-term ability to meet your financial goals […]
Earnings Rebound Picking up Speed
Third quarter earnings season has been outstanding relative to expectations by many measures. Some of the highlights: S&P 500 Index earnings are tracking to a 7.5% year-over-year decline, as shown in the LPL Chart of the Day, more than 14 percentage points above expectations when earnings season began. View enlarged chart. If the earnings beat […]
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 the first draft of your federal and state income […]
2 Post-Election Charts You Need to See
The election is over, but the questions are mounting. We don’t know who will be the next president as of Wednesday morning, but we do know that stocks tend to do well the final two months of an election year. “Once the uncertainty is over, stocks tend to rally in November and December, with November the […]
Planning for Retirement Don’t Forget About Long-Term Care
Your plans for retirement may include travel, home improvements, and more time spent with family. Few people enter retirement with the expectation (or even the thought) that they soon may be unable to live independently. However, this is a reality for many—around 20 percent of seniors over age 70 say that they cannot (or find it difficult to) […]
The Best Day Of The Year Is This Week
With the election only six days away and earnings season in full swing, stocks have bucked the usual October weakness during election years so far in 2020 (Monday’s losses notwithstanding). The good news is this could continue, as one of the best days of the year is right around the corner. We would like to […]
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 care and property? These are part of every complete estate […]