Entries by LPL Financial

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PRESS RELEASE: Steve Booren Recognized in Forbes as a 2023 Best-in-State Wealth Advisor

DENVER, Colo. — April 18, 2022 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 31 in Forbes’ 2023 Best-In-State Wealth Advisors list.   According to Forbes, the annual ranking spotlights the nation’s top-performing advisors, evaluated based on criteria* that includes industry experience, client retention and assets under management. View the full list. […]

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PRESS RELEASE: Steve Booren Recognized in Forbes as a 2021 Best-in-State Wealth Advisor

DENVER, Colo. — February 11, 2021 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 34 in Colorado in the 2021 Best-In-State Wealth Advisors list published by Forbes.   According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based […]

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PRESS RELEASE: Steve Booren Recognized in Forbes as a 2020 Top Wealth Advisor in Colorado

DENVER, Colo. — January 30, 2020 – Steve Booren of Prosperion Financial Advisors was recently ranked No. 26 in Colorado in the 2020 Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based […]

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Outlook 2020: Bringing Markets Into Focus

Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. AT LPL RESEARCH, as we look forward to the year 2020 and a new decade, some key trends and market signals will be important to watch, including progress on U.S.-China trade discussions, an encouraging outlook from corporate America, and continued strength in consumer […]

Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets

LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is filled with investment insights and market guidance for the year ahead. LPL Financial Research believes that even as investors face prospects for periodic bouts of volatility, emphasizing fundamentals will remain critical for making effective investment decisions. LPL Financial Research’s […]

Mid-Year Outlook 2018: The Plot Thickens

Presenting the LPL Research Midyear Outlook 2018: The Plot Thickens, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. When we as investors began 2018, we were tuned in to the recent fiscal policy changes that were expected to propel economic activity and […]

Outlook 2018: Return of the Business Cycle

The LPL Research team proudly presents Outlook 2018: Return of the Business Cycle, highlighting the opportunities and potential challenges that may lie ahead for market participants as we get back to the traditional drivers that we’d expect to push the economy and markets forward. Instead of relying on central bank intervention and accommodative monetary policy, we’re turning to some new lead characters to take charge, namely fiscal policy and better business fundamentals. The supporting roles of this new environment will also be key to sustaining economic growth and delivering stock gains.

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Outlook 2016: Embrace the Routine

LPL Research expects to see routine year-end outcomes in many areas of the economy and financial markets in 2016, but how we get there may be anything but routine. Certain conditions have been unusual for so long, that 2016 may hold some unexpected turns that could catch some investors unprepared, and it will take a […]

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Mid-Year Outlook 2015: Some Assembly Required

Few things can dampen the excitement of seeing the delivery of a long awaited package on the porch than three words — “some assembly required.” Whether it is navigating the confusing instruction manual, sweating through the complicated assortment of parts, or the sinking feeling that you don’t have the right batteries in the closet, sometimes […]

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Outlook 2015: In Transit

Since the wind-down of the Great Recession in early 2009, the latest economic expansion has certainly delivered the goods and rewarded investors’ mailboxes with six consecutive calendar years of positive gains for stocks. “Neither snow nor rain nor heat nor gloom of night” has kept a lid on the continuation of one of history’s greatest […]

Mid-Year Outlook 2014 – LPL Financial

At this year’s halfway point, we offer the LPL Financial Research Mid-Year Outlook 2014: Investor’s Almanac Field Notes containing key observations and updates to our outlook for 2014. Similar to a farming almanac, our Investor’s Almanac is a publication containing a guide to patterns, tendencies, and seasonal observations important to growing. The goal of farming […]

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Mutual Fund Capital Gains Distributions: Frequently Asked Questions

In December of last year, many mutual funds made end-of-year capital gains distributions for the first time in several years. Since investors have grown less accustomed to capital gains distributions, the distributions differ from the dividend or interest income investors usually receive, and capital gains distributions are specific to the special legal structure of mutual […]

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Outlook 2014 – LPL Financial

Portfolios Over Policy A farming almanac is an annual publication containing a guide for the coming year and a forecast of the times and statistics of events and phenomena important to growing. Farmers’ almanacs have been a source of wisdom, rooted in the core values of independence and simple living, for American growers for over […]