Blog

Welcome to our Monthly Blog Series!

One of the most important ways we support you is by providing a firm foundation for critical financial concepts. In the world of money, there is always something to learn or remember. That awareness can mean the difference between falling behind and reaching your goals. To this end, our monthly blog offers insight on topics that will help make you a wiser, better-informed investor. 

Are there any specific areas you’re interested in learning more about? Let us know; we are always here to support your growth.

Thursday, May 9, 2024

Let's face it, social media makes it feel like everyone else is living a picture-perfect life. That new iPhone everyone's flaunting? Dream vacation pics flooding your feed? It's easy to fall into the trap of "keeping up with the...

Tuesday, April 9, 2024

Credit cards can be powerful tools, but using them strategically is key. There are two main types of credit card users: revolvers and transactors. Understanding the difference between these two can save you a significant amount of...

Wednesday, March 6, 2024

When it comes to filing taxes, many individuals are aware of the standard deductions and common credits. However, there's a treasure trove of lesser-known tax benefits that often go unnoticed. In this blog post, we'll delve into some...

Friday, February 9, 2024

Spring break is a time eagerly awaited by many, offering a chance to unwind and explore new destinations. However, planning a vacation can often come with a hefty price tag. To ensure that your spring break remains enjoyable without...

Thursday, January 18, 2024

In the ever-evolving landscape of digital communication, email providers are implementing stricter authentication standards to enhance security and protect users from unwanted emails or phishing attempts. While these measures are...

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Tuesday, January 2, 2024

At LPL Research, we believe markets in 2024 will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is...

Sunday, December 31, 2023

Can you believe 2024 is upon us? We are looking forward to a new year filled with opportunities and reflect back on 2023 as a year of growth once again. In 2023 we had to move! After many years in a historic house in Kensington, we...

Tuesday, November 7, 2023

With Thanksgiving just around the corner, the anticipation of a delightful gathering and a sumptuous feast fills the air. To help you navigate the intricacies of preparing a memorable Thanksgiving dinner, we've compiled a comprehensive...

Tuesday, October 31, 2023

October is not just about pumpkin spice lattes and autumn leaves; it's also the time to focus on something equally important—your cybersecurity. In recognition of Cyber Security Awareness Month, let's delve into the significance...

Monday, September 18, 2023

It's been a rough year for many Americans, with the National Oceanographic and Atmospheric Administration (NOAA) chalking up more than 20 “billion-dollar” natural disasters and counting.1 Costly incidents have struck...

Friday, September 15, 2023

In today's interconnected world, the internet has become an integral part of our daily lives. While it offers immense convenience and countless opportunities, it also exposes us to potential risks, especially when it comes to...

Monday, August 14, 2023

Getting prepared for college can be both exciting and overwhelming for a high school senior. What might your goal-oriented peers do that will help them succeed as they set out on a new path? The key to successful college...

Friday, July 21, 2023

Now that we’re beyond the midpoint of the investing year, it’s a great time to look at where we’ve been—to help position your portfolio for the latter half of the year. LPL Research’s Midyear Outlook does...

Tuesday, June 6, 2023

With the internet becoming increasingly integrated into our daily lives, it's more important than ever to practice internet safety. The internet can be a fantastic resource, but it's also full of potential dangers. In this blog, we'll...

Thursday, May 11, 2023

We plan for retirement because we know that we may not want to work forever. An artificial retirement age set by our employer may limit our options. Health issues may also dictate when we decide to retire.With your input, we can help...

Thursday, April 6, 2023

On January 31, 1940, the first monthly Social Security check was issued to Ida May Fuller of Ludlow, Vermont. She received $22.54. Before passing away in 1975, she collected $22,888.92 in Social Security benefits....

Thursday, March 16, 2023

The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. If you have yet to file, most taxpayers have until Tuesday, April 18, 2023, to submit their tax...

Tuesday, February 28, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Thursday, January 26, 2023

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.Whether it’s about the markets...

Thursday, December 15, 2022

Can you believe 2023 is upon us? Once again, 2022 has been a year of learning and growth for all of us, both personally and professionally. While we have all faced the headwinds of the market and inflation, we remain committed to...

Monday, November 21, 2022

It’s hard to believe we have year-end in our sights. The crisp air and shorter days welcome a season many look forward to all year long.Thanksgiving has always held special meaning for our team. And in a year filled with so many...

Wednesday, October 26, 2022

IBM defines cybersecurity as “the practice of protecting critical systems and sensitive information from digital attacks.” You may not be in the business of defending critical infrastructure from online threats. But fraud,...

Friday, September 16, 2022

Managing and wrapping your head around health care costs and health insurance may seem like a daunting task.A financial wellness study by  PricewaterhouseCoopers found that over one-third of baby boomers—38% to be...

Friday, August 12, 2022

Fully funding a college education without debt is no simple task. It’s no secret that the cost of a four-year degree has soared. But do you realize how much it has risen?

Thursday, July 21, 2022

Have you ever wondered what happens to your photos, videos, tweets, emails, text messages, and audio files when you die? Where do they go? Who can get them? Who owns them?Each company has its own policy agreement that users sign when...

Wednesday, June 15, 2022

An estate plan is an integral part of the financial planning process. It is conceived to carry out your wishes upon death.Some folks choose DIY, do-it-yourself wills, or trusts. Ultimately, it is your choice, but given the complexity...

Monday, February 28, 2022

It wasn’t that long ago when our money and assets were safe, or at least there was a high degree of perceived safety.Investment accounts were secured by SIPC (Securities Investor Protection Corporation) insurance. The same...