RECENT NEWS
- Got a New Job? Avoid This Action That Can Cost You Retirement Moneyon June 8, 2025 at 5:44 am
When people switch jobs, they can take four actions with their 401(k) retirement accounts: roll them over into a new employer’s plan, roll them over into an IRA, leave funds with their old employer, or cash them out. Forgetting about the account can cost you around $18,000 of retirement savings, according to a recent analysis.
- Over Half of Americans Have Retirement Savings. Many Aren't Confident it's Enoughon June 8, 2025 at 5:44 am
A survey from Gallup found that about 60% of Americans said they have a retirement savings account. However, of those who don't have a retirement account, only 30% expect to live comfortably in retirement.
- Here's the 2025 Summer Reading List for Wealthy People, According to JPMorganon June 8, 2025 at 5:44 am
JPMorgan released its annual summer reading list, geared to high-net-worth people who are curious about technology, art, and finding true happiness.
- Active vs. Passive Portfolio Managementon June 8, 2025 at 5:44 am
Active and passive portfolio management both have advantages and disadvantages.
- Want To Travel During Your Retirement? Here Are Some Tips to Prepareon June 8, 2025 at 5:44 am
Financial experts say they are assisting many clients who are prioritizing the adventurous side of retirement, even while grocery and other necessary costs have gone up. Here are a few tips on staying financially sound while crossing items off your retirement bucket list.
Weekly Market Commentary
Key Themes for Bonds in the Second Half of 2024 | Weekly Market Commentary | July 22, 2024
The first half of the year was a challenging environment for a lot of fixed income markets, especially higher-quality markets.
Key Themes for Stocks in the Second Half of 2024 | Weekly Market Commentary | July 15, 2024
With the release of the LPL Research Midyear Outlook 2024: Still Waiting for the Turn, in this week’s commentary we pull out key themes from the publication and add some context for our views given stocks have continued to rally — with Thursday a glaring exception as stocks sold off, somewhat surprisingly, after a good consumer inflation report.
Double-Digit Earnings Growth on Tap | Weekly Market Commentary | July 1, 2024
LPL Research believes stocks have gotten a bit over their skis, but earnings season may not be the catalyst for a pullback in the near term given all signs point to another solid earnings season and stocks have mostly performed well during the peak weeks of reporting season in recent years.
Artificial Intelligence: The Antidote To Fed Policy? | Weekly Market Commentary | June 24, 2024
Developments in artificial intelligence may be the antidote for an aging population, but it takes time for these advancements to work themselves into the fabric of our nation’s businesses. The impact of new developments can persist in markets, so investors need to carefully discern what could be different this time around.
Keep Calm And Clip Bond Coupons | Weekly Market Commentary | June 17, 2024
Fed meetings have been important drivers of market performance, especially in the Treasury market.