Newsletter

OCTOBER 2025 NEWSLETTER

The "Big Beautiful Bill" Should Have You Thinking

SEPTEMBER 2025 NEWSLETTER

One of my favorite lines I remember my father saying when people had more money in the bank than their allotted safety net was, “you’re losing money safely”. What a true statement, as rates at our banks will never keep pace with inflation.

AUGUST 2025 NEWSLETTER

Here are 4 money myths that we want to bust!

Myth # 1 – Investing in the stock market is too risky

JULY 2025 NEWSLETTER

LPL Research recently unveiled Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations, our semi-annual report that recaps where markets and the economy have been over the first half of 2025 and where we think they are going over the remainder of the year. We are pleased to bring you a few of the key highlights today.

JUNE 2025 NEWSLETTER

MAY 2025 NEWSLETTER

LPL’s research team published a fantastic piece on the economy. I am excited to share this with you since the media will absolutely not share all this good news about the economy. LPL has no agenda or political affiliation. These are just the facts, and as I expected, things are looking good.

MARCH 2025 NEWSLETTER

FEBRUARY 2025 NEWSLETTER

JANUARY 2025 NEWSLETTER

NOVEMBER 2024 NEWSLETTER

Your Year-End Estate Planning Guide: A 7-Step Checklist