In the next day or so, you should be receiving your end-of-June LPL statements. Although the statements will sport a …
Haven’t We Seen This Movie Before?
By Sean Curley, CFP Several years ago I read an explanation of why children like to watch the same shows …
A Little Long Term Perspective
On August 13th, 1979, Business Week ran on its cover a story entitled “The Death of Equities.” Between the covers, …
Subprime / Market Update
As you might expect, the last month’s accelerating market decline has generated a few client inquiries, but surprisingly few considering …
Lifeboat Drill No. 1
About six weeks ago as I write this, the big news was the sharp decline in world markets, including the …
2006 1099 Corrections
LPL 1099’s for non-retirement type accounts will be mailed by February 15th. LPL Financial (LPL) receives tax reporting information from …
2006 Year-end Tax Planning
Recent legislation has modestly reshaped the tax landscape for 2006. New tax credits, AMT exemption amounts, charitable giving provisions, and …
The Tax Relief and Health Care Act of 2006
The Tax Relief and Health Care Act of 2006 was signed into law by President Bush on on December 20th, …
Medicare Premium Changes
Next year, most seniors will see their monthly Medicare Part B premiums rise to $93.50, an increase of approximately 5.6 …
The Value of a Long Term Perspective: Thinking in Decades Not Years
“Our favorite holding period is forever.” Warren Buffet One of the core beliefs I hold in advising you and my …