A Midyear Review with Kimberly DeProspero, CFP® and Hank Cleare, CFP®
Posted by Financial Strategies Group in Blog Posts, Economic UpdateContinue reading more in LPL’s 2023 Midyear Outlook
Resources
July 2023
Posted by Financial Strategies Group in NewslettersThe first half of the year has given investors plenty to process—from banking turmoil to a morphing yield curve to the debt ceiling debate. For this reason, we thought it would be helpful to break down some key takeaways from the last six months. Continue…
June 2023
Posted by Financial Strategies Group in NewslettersAs the official Summer Solstice, June 21st is the Longest Day of the year. It’s also the day with the most light, and considering how heavy the world can feel at times, it’s a day that is worth celebrating and recognizing. The Alzheimer’s Association has…
Mind Over Matter: Some Thoughts on the US Debt Ceiling
Posted by Financial Strategies Group in Blog PostsThe debt ceiling, or limit, reflects the amount of money the United States (US) Congress has authorized the government to borrow and Congress can authorize increases when the government nears or reaches the existing limit. The US effectively reached the debt limit in January, triggering…
May 2023
Posted by Financial Strategies Group in NewslettersOur May newsletter features a Housing Market Update for 2023, brought to you by Nicholas Rios, Beth Brandt, and Adele Pick. Watch: Meet the Professionals- A housing market update
April 2023
Posted by Financial Strategies Group in Economic Update, NewslettersThe financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy—and not to mention concerns over the durability of the banking system. The ability of the market to navigate nearly two weeks of headline-related risk tested…
Understanding FDIC Insurance
Posted by Financial Strategies Group in Blog Posts, Economic Update, Giving More, InvestingGiven the media surrounding the SVB collapse, it’s natural to wonder how protected your money actually is within a bank. It’s important to be aware of your rights and how these institutions can keep your money safe. There are several organizations that have been set…
Meet the Professionals- Tax Season 2022/2023 with Kimberly DeProspero, CFP®, and Elliott Starman
Posted by Financial Strategies Group in Blog PostsJoin Kimberly DeProspero, CFP®, and Elliott Starman, Tax Managing Director at BDO, as they dive into some of the details you should be aware of as we continue preparing for this year’s tax season. Financial Strategies Group and LPL Financial do not provide tax advice…
March 2023
Posted by Financial Strategies Group in NewslettersDimensional Fund Advisors was ranked #1 in Barrons Best Fund Families of 2022. You can continue reading more about the award and why DFA was chosen in this month’s newsletter. Thank you for trusting us as your advisors and the partners we are proud to…
February 2023
Posted by Financial Strategies Group in NewslettersAs our team has continued to evolve and grow, we thought it would be nice to briefly reintroduce some of our team with a brief reminder of what we’re here to assist you with on a daily basis. We’re so grateful for you. Continue Reading…