RECENT NEWS
- IRS Releases Standard Mileage Rates for 2025on January 27, 2025 at 5:05 am
The IRS has released the standard mileage rates for 2025.
- Yes, there is such a thing as saving too much money. Financial advisors explain why, and what to do instead.on January 27, 2025 at 5:05 am
One mistake is one that many young people share: parking too much cash in savings accounts. According to financial advisors, your money will lose value over time due to inflation by doing this.
- The tax that's stopping older homeowners from selling their valuable propertieson January 27, 2025 at 5:05 am
An extra tax on home sale profits over $250,000 was designed to target wealthy homeowners. But as home values have soared, the tax is impacting middle-income people, too. Two older homeowners said they wanted to downsize but had been discouraged by the tax.
- What is the Roth 401(k) five-year rule?on January 27, 2025 at 5:05 am
Will your Roth 401(k) account distribution be tax-free? Make sure you understand the five-year rule.
- How to inventory your property for insurance claimson January 27, 2025 at 5:05 am
Too many people assume disaster will never happen to them, leaving them unprepared when it does indeed strike. In the wake of a natural disasters like the California wildfires, the last thing anyone wants to deal with is trying to compile lists of items they’ve lost to submit for insurance payouts. That's why taking the time to inventory your belongings now, before tragedy hits, can go a long way toward giving you peace of mind should the unthinkable happen.
Weekly Market Commentary
Inflation and Rising Rates Supported Value in 2022 | Weekly Market Commentary | November 14, 2022
LPL Research looks at what’s driving value’s 2022 outperformance, the technical trading setup for growth and value, and more.
Global Portfolio Strategy | November 8, 2022
The Strategic and Tactical Asset Allocation Committee maintains its overweight equities recommendation relative to bonds.
How Midterm Elections May Move Markets | Weekly Market Commentary | November 7, 2022
With midterms elections coming up, LPL Research looks at why the stock market may respond favorably to the midterm election.
Client Letter | Looking Ahead | November 2, 2022
LPL Research discusses why there may be emerging reasons to believe that the next year may be more constructive than the last.
Federal Reserve Preview: Trick or Treat? | Weekly Market Commentary | October 31, 2022
LPL Research previews this week’s Fed meeting and discusses whether investors are in for a trick or a treat.