Casual Friday: Financial Insights

The S&P 500 Index is within 1% of LPL Research's fair value S&P 500 target of 3,000 after rallying 20% this year and broaching that target several times in July. Now that we’re close to reaching the target, is it time to sell? Tracking # 1-875094 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License) Send in your questions!

In this episode we review how the stock market may give clues on who may win future presidential elections. Tracking # 1-874513 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License) Send in your questions!

In this episode we review our most recent newsletter and discuss various techniques of how to teach your young ones about money. Tracking # 1-865630 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License) Send in your questions!

In this episode we discuss some of the basics of Social Security, such as the mechanics of how benefits are calculated, the choice of what age to start collecting benefits, and some of the rules about spousal benefits and how things like death or divorce can affect them. Tracking # 1-859645 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License) Send...

In this episode we discuss the details and rules surrounding Required Minimum Distributions, including when the distributions must be taken, how much, and by whom. Tracking # 1-856532 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License) Send in your questions!

In this episode we discuss the use of 529 College Savings Plans to help parents and students save for the ever-increasing costs with college. We cover the key items that make 529 College Savings Plans such a useful tool, as well as some of the drawback and limitations. We also touch on the cost differences between various public and private universities, and the projected increase in costs for tui...

In this episode we discuss what "earnings season" is, and why it may impact the the direction of the markets and, therefore, your portfolio. We touch on how a company's earnings means for a company's stock price (the price/earnings ratio), and what may be ahead for markets in the short term. Tracking # 1-842817 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA...

Lately the subject of the "yield curve" has been covered quite a bit by the financial media and has led to lots of questions about it from clients. So, in our third episode we discuss what the yield curve is, what it means when it flattens and inverts, and how it might potentially impact markets and investment porfolios. Tracking # 1-839904 Music Attribution: Hopeful Start by John Bartma...

In our second episode we try to help clients answer the questions "what is a fiduciary?" Tracking #: 1-840308 Music Attribution: Hopeful Start by John Bartman, License CC BY-SA 4.0 (Attribution-ShareAlike License) Send in your questions!

In our first episode we discuss recent market volatility, the effects that continued low interest rates may have on bond portfolios and consumers, and we finish with a financial planning issue relating to retiree healthcare before age 65. Music Attribution: Title: Hopeful Start Artist: John Bartman License: CC BY-SA 4.0 (Attribution-ShareAlike License) Send in your questions!