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Outlook 2016: Embrace the Routine

LPL Financial Outlook 2016

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 solid investment plan to navigate it.

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The Power of Growing Dividend Income

We create and communicate ProsperOn’s to deliver timeless, valuable wisdom to our clients, with the hope to provide greater clarity, capability and confidence. In other words to help people be better investors. We hope these are valuable to you and your family.

By now most of you have heard us preaching the gospel of our Growing Dividend Strategy. At the very core of our investing philosophy is the notion that our clients invest for income. That income may be for today, or needed sometime in the future. But the crux is almost always income.

A focus on income invites unique challenges and opportunities. For instance, the largest challenge is a continually growing income that outpaces inflation, the “consistent hill” that always needs climbing. Without growing income the purchasing power of your money will decrease over time, along with your standard of living.

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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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The Biggest Challenges Facing Women Investors

Did you know 90 percent of women will be solely responsible for their finance’s at some point in their lives according to MFS Funds? The same source says women control 27% of the world’s wealth and that number is increasing rapidly. As a female advisor for 31 years now, I have experienced first-hand the unique challenges facing these women which often center around three important areas: their parents, their children, and themselves.

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Tune Out the Noise

Have you ever noticed how noisy the media is when it comes to finance, investments, or even your retirement? I often have a news program on – but usually have the sound turned to “mute.” That’s the volume I tend to prefer.

Glancing up at the TV last week, I saw a clever ad from a company that not only caught my attention, but was actually relevant. The commercial opened with several scenes depicting a person looking for some peace and quiet. All the while four financial folks dressed in suits, speaking loudly and talking over one another, pursue them. This noise grows until the person can’t make out what is being said. It was a perfect example of just how noisy this profession (and those in it) can be.

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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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Now Available: Millionaire in the Making by John Booren

In the last year, I’ve had the realization that there are far too many people living in the most financially impactful years of their lives who lack the necessary planning and guidance to make wise financial decisions. The kind of decisions that will dramatically impact their future.

Those families and individuals I’m referring to are typically in their 20s or 30s and may be far removed from the retirement they hope to have one day. What they fail to realize is that they are slowly losing the greatest element an investor has, one that can’t be bought or recovered: time.

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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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Are your Heirs Prepared for Their Inheritance?

If you’re anything like the majority of our clients, you already have an estate plan in place. This likely covers all the general aspects of passing your wealth onto your heirs. It details investments, savings, totals, and all the other items that require crossing the “t’s” and dotting the “i’s”. Yet we believe there are many important areas an estate plan does not cover. It boils down to one simple question: Your estate plan is in place, but are your heirs prepared?

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New Service: Preparing Heirs

In 1972, Norman Rockwell painted Father and Son for the cover of the U.S. Trust Company annual report.

The painting shows a well-intentioned father teaching his son the fundamental principles behind the family’s investments. Dad is explaining an investment certificate pulled from the documents strewn across the table and stored for safekeeping in the family’s strongbox. The attentive son’s blank and anxious expression suggests his naiveté. One can only imagine where he would rather be on a Saturday morning!

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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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Maximizing Your Social Security Benefits with Rob Kron

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.

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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Getting Ready to Graduate? Post-College Financial Advice

When I think of what I would share with a recent college grad, saving comes first to my mind. When a person is young they have a distinct advantage – time.

In the financial world, we use something called the “Rule of 72” to estimate what someone’s investing account balance could look like after a period of time, with a certain rate of return. This quick and dirty financial formula first requires a conservative guess for the average rate of return.

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Greg Horstman

Greg Horstman

For the past 28 years, Greg has worked to provide clients with exceptional financial advice and strategic investment strategies. In the summer of 2009 he partnered with Craig and joined Prosperion Financial Advisors. His service and personal dedication to clients is second to none. Learn more about Greg here.

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