RECENT NEWS
- Using Trusts to Gift Your Businesson September 9, 2026 at 10:33 am
Using trusts to gift your business is a technique whereby, rather than gift your business directly to your beneficiaries, you transfer ownership of your business to a trust and then name your children, grandchildren, or others as the beneficiaries of the trust. The entire business may be transferred to a trust in one transaction, or the stock may be gifted to the trust over a period of time. The trust can be set up as either a revocable trust or an irrevocable trust.
- 9 Great Retirement Destinations for People Who Want to Fish More Oftenon September 9, 2026 at 10:33 am
These towns offer access to lakes, rivers, bays, and coastal waters—plus the retirement-friendly features that matter when you’re choosing where to live.
- Retirement Income: The Vanguard Principles Every Retiree Should Knowon September 9, 2026 at 10:33 am
Vanguard shares principles that every affluent retirees needs to know to get the most out of their retirement income.
- Millennials Feel Good About Their Finances and the Data Show Whyon September 9, 2026 at 10:33 am
Millennials may have spent years being cast as financially stuck, but new data suggests many are starting to feel better off.
- I'm 68 and chose 'soft retirement.' I work 3 days a week and keep my benefits.on September 9, 2026 at 10:33 am
Unwell and fearing burnout, Tina Bonnano considered retiring from KPMG after 10 years in the job. However, she wasn't ready to "jump off the cliff".
Weekly Market Commentary
- Weekly Market Commentary | Signs Point to a Normalization, Not a Crisis | September 8, 2026
LPL Research analyzes rising U.S. debt, Treasury yields, and fiscal trends, highlighting implications for markets and investors.
- Client Letter | AI Innovation and Profits Fuel Market Confidence | September 2, 2026
LPL Research explains how broad earnings growth and economic strength continue to support markets while volatility creates potential opportunities.
- Rate & Credit View | A Normalization, Not a Crisis. Yet. | September 2, 2026
LPL Research believes higher-for-longer rates may benefit income investors as bond yields remain near their most attractive levels in years.
- Weekly Market Commentary | The Cash Flow Case for Value | August 31, 2026
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.
- Beyond the Numbers | Value, Cash Flow, and the Capital Cycle | August 27, 2026
LPL Research explores the resurgence of value investing, highlighting free cash flow yield, market regime shifts, and AI-driven capital spending.
