Blog Investment & Financial News
I’m Getting Divorced. Who Can Help Me?
If you are going through a divorce right now, chances are high that you have a lot on your plate dealing with the death of your union. If you are the spouse who didn’t have much to do with managing the finances, you’re probably just now trying to learn what all of these things are…401(k),…
Dealing with Times of Transition
I am putting together a series of blog posts on dealing with times of transition. These are not meant to “put a bow” on a complex situation, but to highlight a couple of items that are easy to miss when you are making complicated decisions that have long term consequences in a time when you…
Update from Yale
Every year LPL’s Advisory leadership takes over one of the premier business schools in the country. Active professors take advisors through the cutting edge of finance in academia. It is the most worthwhile conference of the year for me. This year, the top 125 Advisory practices at LPL took over the Yale School of Management.…
This is Why We Plan
Plan with the ‘why’ in mind– this is my new mantra and if you’ve ever had a difficult time reaching one of your goals, maybe it should be yours too. Â So many times in our lives, we focus our energy on the process or the ‘how’ of planning–for instance, “how am I going to…
Dana Gailan earns his CFP(R)
Dana Gailan has received the Certified Financial Planning (CFP) designation. To earn this designation, an individual must meet education, examination, experience, and ethics standards established by the Certified Financial Planners Board of Standards (CFP Board). Find out more about the CFP marks here. Congratulations Dana on this great accomplishment!
Mistakes When Making Your Deferred Compensation Elections
You know the drill—every year the same difficult, complicated decisions about your Deferred Compensation must be made. How will you receive it? Over how many years? Averaged out or all at once? And once you make this decision, you are stuck with it. What we see most often is the decision being delayed until the…
3 Ways to Help Your Kids Buy a House
I feel like we have the best clients in the country. They are always looking for ways to help out their family. Many spent years saving for their kids’ college, helped plan and pay for a wedding and want to give them that last push into the adult financial world by helping them with a…
Mom – the original Fiduciary
We hope that all of the Mothers in your life had a relaxing Mother’s day full of love and gratitude. When you work inside a family business, Mother’s day has a special significance. Our mom not only helped raise us to be the people we are today, but helped shape the values that we use…
2025 1st Quarter Investment Commentary