Entries by admin

,

What A Difference A Year Makes

Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded. In December 2018, dropping stocks were suggesting an increased risk that a recession, or market crisis, might be on the horizon. Confidence in […]

,

The LPL Research Outlook 2020: Bringing Markets Into Focus is here to provide investment insights as well as economic and market guidance to help us navigate 2020

Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors. One year ago after publishing Outlook 2019 we were all tested with market volatility, and that’s a reminder that we need to continue to be prepared for uncertainty in the markets. As we look […]

,

More Treats, Less Tricks

Turning the calendar from October to November brought more than trick-or-treaters, pumpkins, and leaves to rake. It also brought a wave of important economic updates that delivered more treats than tricks and helped the stock markets reach new highs. Those new highs may be causing you to feel a bit wary, however, wondering if the […]

,

Autumn is here, and there is a chill in the air

Summer has turned to fall, and there’s already a little chill in the air. Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far, although we expect to see regular—but normal— bouts of volatility as we progress through the fourth quarter. In its first […]

, , ,

Protecting Your Parents

By Rich Arzaga, CFP® A conversation with mom and dad about personal and financial matters is not easy for many families. But as parents get older, especially those in their 70s and 80s, we found with our clients that many parents appreciate the assistance of adult children. If this might be the case for you, […]

,

U.S. Economic Fundamentals Remain Solid

The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new record highs in late July, the S&P 500 Index dropped approximately 1.8% in August as trade concerns pressured investor sentiment around the world. Impacts of U.S.–China trade tensions reverberated […]

,

Summer 2019 Market Update

This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major stock indexes are hovering near record levels, while other asset classes like bonds and gold have also participated […]

,

Technology to Protect Elderly from Financial Fraud

Financial technology companies start to cater to older people and their adult children Note from Cornerstone: The following article ran on wsj.com in May 2019. Working on the frontlines with elderly clients, adult children, and their advisors, the risks outlined are real. Challenges protecting elder wealth is not limited to predators. As clients get older, […]