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IRA trusts can protect your heirs from themselves

IRA trusts can protect your heirs from themselves

Sarah O'Brien is not affiliated with LPL Financial.
The opinions expressed in this material do not necessarily reflect the views of LPL Financial.

Morning Market Review April 4, 2019

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Resolved - This Year I Will Prepare [Part 1] (Podcast)

By Byron Moore, posted April 3, 2019

The following segment first aired on KEDM 90.3.

How can you prepare for life's unexpected twists and turns?

Click above to play/pause audio.

 

Financial Market and Asset Class Commentary - 4/3/2019

Conflicting Signals 

How to determine whether farmland is a good buy

February 2019

There are a number of financial analysis tools that can help you put a value on land... continue reading

Morning Market Review April 3, 2019

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You have a financial plan - what about your kids?

March 31, 2019

By: John Zeltmann

Stan and I will both tell you we have one of the greatest jobs in the world. Helping people plan for their retirement while making financially sound decisions during their working years is an incredibly rewarding vocation. Daily, we get to help people figure out how to reduce tax bills, determine appropriate levels of life insurance, plan for college, and prudently grow their portfolios over time. Those are just some of the highlights.

When we have those types of conversations with the children of our clients, the rewards can be just as profound. 

By The Numbers - March 2019

Source: Direxion Funds

March 31, 2019

  • ALMOST ALWAYS - Since 1950, there have been 60 different 10-year periods (i.e., the 10-years from 1950-59, 1951-60, 1952-61, . . . 2009-18). The S&P 500 has produced a positive total return result in 58 of the 60 decade-long periods, i.e., 97% of the time. The S&P 500 consists of 500 stocks chosen for market size, liquidity and industry group representation. It is a market value weighted index with each stock's weight in the index proportionate to its market value (source: BTN Research).
  • ECONOMIC DOWNTURN - 9 of the last 10 recessions in the United States began under a Republican president going back 66 years to 1953. The only recession over this time span that began with a Democratic president in the White House was a 6-month recession that began in January 1980 during Jimmy Carter’s last year as president (source: National Bureau of Economic Research).

The Real Cost Of Owning A Mutual Fund

In over 40 years of business, our firm has never lost any money for our clients, in part because they don't own mutual funds. The following article seeks to simplify the many complexities of mutual fund expenses so investors are able to discover the true costs associated with mutual fund ownership.

Easy Ways to Financial Health

We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.

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