Dear Valued Investor,
LPL Research is pleased to present Outlook 2026: The Policy Engine. Their annual update offers a thorough analysis of the economy and
Some years pass quietly. 2025 wasn't one of them.
Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested
Dear Valued Investor,
Stock investors were rewarded for staying the course in November as broad stock market averages recovered from a mid-month dip to end near
Many people don’t regret being retired. They regret how they got there.1
“I wish I had saved earlier.”
“I didn’t think long-term care would matter.”
“I should’ve
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.
This isn't
These conversations aren’t easy.
Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe
Dear Valued Investor,
The last week of October delivered a flurry of impactful headlines across earnings, monetary policy, and geopolitics — each shaping the
Inflation has been the boogeyman of the economy for months.
Sticky prices. Rising gas costs. A looming rate hike.
The latest report provided useful data for
You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.
But here’s the
Dear Valued Investor,
The October 1 deadline has passed, and the U.S. government has shut down. History suggests that shutdowns tend to be short-lived and have
A comfortable retirement doesn’t come with a fixed price tag.
Expenses can change over time, and some of the most important ones are easy to overlook.
That’s one
A comfortable retirement doesn’t come with a fixed price tag.
Expenses can change over time, and some of the most important ones are easy to overlook.
That’s one
