Join Prosperion Financial Advisors for an informative session on maximizing your social security benefits, presented by Rob Kron* of BlackRock. *Rob Kron is not affiliated with LPL Financial To view the presentation in Powerpoint, please click here. To download the brochure “Understanding Social Security” please click here.
People often think of retirement as freedom from work. It’s the day they step away from their career, collect a gold watch, and set sail for the Bahamas. While retirement does usually include the opportunity to resign from the 9-to-5 grind, it also offers liberties people don’t usually consider. Here are four freedoms we encourage […]
A common question we receive at Prosperion is “where all the tax-advantaged investments?” Last week John Booren covered two simple ways to reduce taxes on income, but certain types of investments also have the potential for tax benefits. Specifically there are two under-appreciated and often overlooked investment strategies I’d like to discuss, municipal bonds and […]
I’m a big believer in perspective. I believe the right perspective influences how we interpret the world and is key to seeing all the opportunity around us. These past few weeks we’ve been sharing some perspective on investor behavior and being a successful investor. I believe maintaining the right perspective is paramount. There are two […]
Rather than provide the standard yearly wrap up, I thought it would be best to address the two most frequent questions I’ve been receiving. First, what was surprising about 2012? Second, what’s the outlook for 2013? Let’s begin with 2012. To many, the financial markets delivered a surprise in 2012 with the Standard and Poor’s […]
With the 2012 election over and a familiar face in office it’s time to get to work. We are, and always have been, a land of opportunity for those willing to put in the time and sweat. Now is the time to make it happen. So what do we need to do? Americans are craving […]
There’s a growing gap in America between what the financial markets are doing, and how people feel about the economy. With continued somewhat positive news like this week’s auto sales data, the beginnings of a European recovery and slightly better housing numbers, the market continues to truck along. However, consumer confidence refuses to post any […]
We live in such a noisy and complex world. The “fiscal cliff”, the presidential election, Greece, France, Italy, China, a tropical storm, the shaky market, low interest rates… it’s enough to make even the most seasoned investor cautious (or crazy). All these fears transform the market into a roller coaster of daily fluctuation. For investors […]
“Human innovation is the only natural resource we have.” – Julian Robertson, Founder Tiger Management Innovation and technology are causing dramatic shifts in America’s energy reserve estimates a recent research report from American Funds says. Several entities, including the Department of Energy, now estimate the nation’s natural gas as so vast that it could be […]
If you are interested in reducing the amount of LPL Financial and shareholder correspondence you receive in the mail, here are some helpful instructions for going paperless. Please contact us if you currently do not have online access to your accounts through Account View or WealthVision™. We will gladly set you up to view your […]
Can you believe 2012 is half over? Wow, time moves fast. As the books close on the second quarter of 2012 I’m comforted by a modest gain in most of the broad market indexes, but investors are learning to understand one thing: volatility is the new norm.
The daily noise of stock updates and news can be confusing. Rather than educating investors, it can distract and mislead those who pay too much attention to it. That’s especially true in today’s global economy and markets. I’ve been an advisor for over 34 years in a variety of markets and circumstances. All those years […]
Innovation often serves as a boost to an economy. After all, it tends to be a driving force behind the creation of new markets and the growth of existing ones. But innovation isn’t something that can be bought and sold… or is it? If we look through historical examples a trend emerges; great innovation comes […]
The challenge in today’s market is a matter of perspective. For many it can be hard to ignore the constant clutter and loud volume of media analysts pitching today’s hottest stock. It seems like every economic data point is over-analyzed, over-interpreted, and over-emphasized. Then there are the privileged few; the “clairvoyant” investors who must know […]
Here’s a quiz question: Why did the average investor see a 3.5% return while the U.S. stock markets averaged annual returns of 7.8% over the past 20 years?* The answer is simple, the average investor bought high and sold low.
Perspective is in increasingly short supply right now. Business news and market commentary is ever focused on urgency. But good investor behavior requires thinking long-term, staying grounded, and resisting the belief that daily market machinations are important enough to warrant changes.
