We’re pleased to share some insights from Brian S. Wesbury, Chief Economist at First Trust. Is the US already in recession? Probably not. But in the first quarter, real GDP is very likely to have a minus sign in front of it. Yes, a negative reading for real…
As spring approaches and the weather warms, the U.S. economy has begun to cool. After a sizzling recovery from the pandemic, followed by a period of surprisingly solid and steady growth on the back of resilient consumer spending, the economy finally seems poised to downshift…
For the 2024 tax year (the returns you’re filing in 2025), the IRS has introduced a mix of inflation adjustments and other rule changes that may affect your tax filing. Here are seven updates to be aware of while working on your 2024 return. 1….
Happy New Year! As we welcome 2025, we wanted to take a moment to reflect on the past year and share our gratitude for the trust you place in us as we help guide your financial journey. 2024 was a year of growth and learning…
Last week, I had the opportunity to visit our nation’s capital for LPL Financial’s Achieve conference in Washington, D.C. Achieve is an exclusive, invitation-only women’s leadership conference designed for top LPL women financial advisors. During the event, I had the privilege of visiting Capitol Hill…
As we recognize Long Term Care Awareness Month, it’s an ideal time to reflect on how we can prepare for the future in a way that ensures comfort, stability, and security—both for ourselves and our loved ones. While the subject of long-term care can feel…
A letter from Kim, As many of you know, October is Breast Cancer Awareness Month- Many of us have been touched by cancer in some way, whether personally or through a loved one, and it’s a reminder of how precious and fragile our health can…
As the election season approaches, many individuals are wondering how the outcome might influence the financial markets. Here’s what you need to know to navigate these uncertain waters and make informed decisions for your portfolio. 1. Market Volatility and Uncertainty Elections often bring uncertainty, which…
LPL Research recently unveiled Midyear Outlook 2024: Still Waiting for the Turn, the semi-annual report that recaps where markets and the economy have been over the first half of 2024. As we reach the halfway point of 2024, a sense of persistence defines the economic and…
We wanted to share a recent letter that Blackstone sent out in memory of the “Wall Street Seer” and very much beloved Byron Wien. He had so many life lessons to share with us all and it’s by sharing stories and life lessons like these…