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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 bull market advances for stocks, and LPL FinancialResearch believes this trend of rising equity prices may continue in 2015.

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2014: The Year in Review

As we wrap up yet another year of incredible progress we want to take a moment to look back over the events of this past year. Experience reminds us this exercise is crucial to maintaining a long-term perspective both personally and professionally. Let’s take a look at the predictions, the surprises, and the lessons we learned in 2014.

From record cold temperatures to the outbreak of the deadly Ebola disease, 2014 was a year of headlines. Read more

Steve Booren

Steve Booren

Steve started his investment career in 1978 with the NYSE investment firm EF Hutton, working in the environment of a large investment company. Desiring to provide clients with unbiased investment advice, he founded Prosperion Financial Advisors. Learn more about Steve here.

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Press Release: Sybil Praski Among Financial Advisors Attending Barron’s Top Women Advisors Summit

Exclusive Conference Hosts Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers

PALM BEACH — Sybil Praski of Prosperion Financial Advisors attended the seventh-annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.  The invitation-only conference was held at The Breakers, December 4 – December 6 in Palm Beach, FL.

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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 funds, investors may have questions about the distributions and their tax implications. To help answer these questions, LPL Financial Research has put together this guide to some frequently asked questions.

Keep in mind that the tax circumstances for every individual are unique. Please consult a tax expert for the implications of capital gains distributions for any individual investor. 

To read the full pdf, click here.

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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 200 years. In LPL Financial Research’s Outlook 2014: The Investor’s Almanac, we seek to provide a trusted guide to the coming year filled with a wealth of wisdom for investors.

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Mid-Year Outlook 2013 – LPL Financial

Investors’ Trail Map to the Markets

The investment landscape for the first half of 2013 has proven to be a tough one to navigate. And, LPL Financial Research believes the second half of this year will best essay writing service reviews be equally difficult to navigate. There is a lot of rocky terrain and potentially some surprises ahead that investors need to prepare for. To help you plan for what lies ahead, we bring you our Mid-Year Outlook 2013: Investors’ Trail Map to the Markets to provide you with what you need to know before you go and check before you trek.

Converging on the Path of Least Resistance

The performance of the markets is likely to converge in the second half of the year on a path that likely holds modest gains. The return of volatility will also be a key characteristic of the second half as markets follow a path with ups and downs.

Read the abridged version

Read the full version

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Debt Ceiling 101

Here we go again! We just avoided the fiscal cliff and now we’re headed for the debt ceiling. Misinformation and half-truths are the headlines of the day as the political rhetoric rises. So in this Prosper On I want to set the record straight. I’ll start with an explanation of the debt ceiling and then take a look at the arguments for raising it and why that’s not the best idea. We’ll get started with an example.

Let’s use our fictional character Bob. Bob has a credit card and was doing a good job paying off the balance every month. Along came an unexpected expense like an auto repair or emergency. Now normally this would be no problem for Bob, but money was tight that month and he decided to keep a small balance on his credit card. The balance was so small he didn’t notice the 20% interest charge.

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Craig Arfsten

Craig Arfsten

As a Prosperion Advisor, Craig has the independence, support and resources to help clients with what he does best – listening to their stories, discovering their desires, and identifying their greatest financial risks, before developing a comprehensive approach to meeting those needs. Learn more about Craig here.

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Prosper On: 2012 Wrap Up

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 up 15% YTD according to Google Finance. Who would have thought that the headwinds we faced last year of prolonged elevated unemployment, sluggish economic growth, and all the political turmoil would have led to that much market growth?

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Steve Booren

Steve Booren

Steve started his investment career in 1978 with the NYSE investment firm EF Hutton, working in the environment of a large investment company. Desiring to provide clients with unbiased investment advice, he founded Prosperion Financial Advisors. Learn more about Steve here.

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Follow Me:
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Prosper On: The Year-Long Hangover – Tax Changes for 2013

American taxpayers will have more than just a hangover to deal with come January first. With new tax laws taking effect at the start of 2013, even the non-party goers could be feeling the pain. These changes are broad, significant and far more complicated than they have been in years past.

While the details are still up for debate, it’s safe to say there will be some changes. Depending on an individual’s specific situation, it could be a non-event, a missed opportunity, or an event anticipated and planned for. We’re here to help, so don’t hesitate to contact us with any questions you may have about any of this information.

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Craig Arfsten

Craig Arfsten

As a Prosperion Advisor, Craig has the independence, support and resources to help clients with what he does best – listening to their stories, discovering their desires, and identifying their greatest financial risks, before developing a comprehensive approach to meeting those needs. Learn more about Craig here.

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The Day After Tomorrow

The next 24 hours are going to be crazy. Six months of fierce politicking and advertising all comes down to this one day – election day. With the election wrapping up and a new president stepping in, hopefully we’ll see some market-plaguing uncertainty disappear. We can only hope that a clear winner is announced and the election is put to rest.

On the bright side, it should all be over in 24 hours. It will be nice to close the book on another heated, controversial and exciting election season (and give my commercial-skipping DVR a much deserved rest). So while the next 24 hours may seem crazy, in the morning things should return to business as normal. That’s the important perspective.

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John Booren

John Booren

John started his investment career in 2012 after graduating from Colorado State University with a bachelor’s degree in Financial Planning. His desire is to provide care and guidance for individuals and families through all aspects of their financial life. Learn more about John here.

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