New Baby Checklist

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…
Millionaire in the Making
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Now Available: Millionaire in the Making by John Booren

https://www.youtube.com/watch?v=Bbq1ck-bSTk 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…
Financial Forecasting

Financial Forecasting (and Other Popular Myths)

https://www.youtube.com/watch?v=7oasXYQ4vBs Do you ever get the feeling that it’s more popular to be a pessimist than an optimist? Have you ever noticed how bearish financial forecasters seem smarter than those who are bullish? I first…
How to Invest for Income
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How to Invest for the Goal of Growing Income

https://www.youtube.com/watch?v=WqYGlBUN_Ns Why do you invest? It’s a simple question, but one so few people consider. Investors often fail to understand their reason for making investments, for saving money, or for what they invest in.…
Preparing Heirs

Are your Heirs Prepared for Their Inheritance?

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?
Lessons from Omaha

Lessons from Omaha

https://www.youtube.com/watch?v=fk7Mw8Wkjis Rumors speak of a man in Omaha with god-like investing prowess. His legend is constantly examined by professional, professors, and even the media pundits. His 70+ years of investing and straightforward…
Preparing Heirs
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New Service: Preparing Heirs

Families, with the prudent guidance of professional advisors, typically do a very good job at preparing the assets to transfer to the heirs through the pre-transition planning processes of estate and tax planning, investment management, and philanthropy. But what is lacking is preparing the heirs to receive and manage the assets – the missing link in estate planning.
5 Investing Principles
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Back to Basics – 5 Investing Principles

https://www.youtube.com/watch?v=BnjtzOVuQoU If January taught us anything, it was that 2013 was truly an exceptional year for the equity market averages. Falling uncertainty, solid corporate earnings, and a rebounding economy all contributed…
New Baby Checklist
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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,…
New Baby Checklist
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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…
New Baby Checklist
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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,…
Social Security Workshop with Rob Kron
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Maximizing Your Social Security Benefits with Rob Kron

https://www.youtube.com/watch?v=D4dD4wumuYU 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…
Post College Financial Advice
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Getting Ready to Graduate? Post-College Financial Advice

https://www.youtube.com/watch?v=V8wBkORR3Gw 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…
Advice for Empty Nesters

My Advice for New Empty Nesters

Empty nesters respond to this life change in a few different ways, many of which we see in our office first hand. Many parents, especially mothers, become depressed, sad or lonely.
New Baby Checklist

The New Baby Financial Checklist

https://www.youtube.com/watch?v=tZPHWXuqJqc 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…