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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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My Advice for New Empty Nesters

The first 50 years of someone’s life usually follows a pretty typical progression: It starts with parents who look after their children for the first 18 years or so, allowing the child to experience and learn new things. High school gives way to college and the journey of living independently and discovering a profession. After college come work, a career and maybe even a spouse with which to have children. But then comes the hard part for most parents, the time when their children get ready to leave the house and begin their own lives.

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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 New Baby Financial Checklist

Congratulations, you are expecting an addition to your family! I have just one word for you – Ka-ching!

Babies are expensive – we had 4 of them so I know this first hand. Here are some must-do tips for new parents.

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David Morrison

David Morrison

David uses Values Based Financial Planning to align your financial choices with your most important goals and your most deeply held values. He has a comprehensive process to consolidate, coordinate and simplify your financial life in a way that brings you more confidence and clarity about your future. Learn more about David here.

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Financial Tips for Newlyweds

As another summer wedding season comes to a close, many new couples will, for the first time, learn financial responsibility for two. So whether you’re a young couple tying the knot or you found your spouse a little later in life, here are three themes to help navigate this new territory.

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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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How to Get Ready for Retirement – The 4 Freedoms

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 our clients to contemplate as they near retirement.

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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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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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3 Simple Steps for Choosing Your Next Financial Advisor

The number and variety of financial advisors today is simply astounding. From those who specialize in fortifying money to those who believe in growing wealth as quickly as possible, there is no lack of options when it comes to choosing a financial advisor. But this can be a double-edged sword. The sheer number of choices can often be overwhelming, often leaving clients disheartened and confused.

As a financial advisor who’s helped clients in that very situation, I believe there are three key steps to choosing your next financial advisor and it’s easier than you think.

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The 8 Best Financial Apps for Money-Conscious People

You’d be hard-pressed to find someone without a smartphone or tablet these days. Companies like Apple and Samsung have redefined how we communicate, what we rely on, and our ability to access information. Around here, we call this device a “de-materializer” because you no longer need to carry a phone, calendar, watch, calculator, music player, or a computer. Instead, you have access to all those functions and plenty more in one small device.

With so much access to information, how can we use these devices to make our lives easier? From market data to mobile price checking, I’ve selected my favorite financial apps that every money-conscious person should have.

eMoney (Wealth Vision)

emoneyFor those of you who utilize our complementary WealthVision service, this app gives you instant access to your entire financial dashboard. It makes it easy to track your spending, access your document Vault, or follow your investments in one place.

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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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