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Election Letter from Burt White, Managing Director of LPL Research

“Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of Congress. This outcome marks a significant reversal from just a few weeks ago when a Hillary Clinton presidency was highly probable and even a Democratic party sweep of Congress was possible.

While this outcome is certainly a shock to many, it is important to remember that the result isn’t a surprise to the plurality of American voters that spoke their collective will at the ballot boxes yesterday. The strength of a democracy is not in whether we like the outcome, but rather in how we accept the result as the voice and will of our republic.

News Release: Steve Booren Leads Session at LPL Financial National Conference

GREENWOOD VILLAGE, Colo. – Aug. 31, 2016 – Steve Booren, owner and founder of Prosperion Financial Advisors, recently attended LPL Financial’s Focus 2016, one of the financial industry’s premier events and the largest annual conference hosted by LPL, the nation’s largest independent broker-dealer.

Booren was among a select group of top-tier LPL financial advisors invited to lead sessions at the conference, which was hosted in San Diego from Aug. 21 to 24.

In Booren’s session, “Mentorship and Family in Your Practice,” he shared best practices for working in a family practice environment, including how to lead and train the next generation and the opportunities for the business and for clients with an established family succession plan.

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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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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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Mid-Year Outlook 2015: Some Assembly Required

Few things can dampen the excitement of seeing the delivery of a long awaited package on the porch than three words — “some assembly required.” Whether it is navigating the confusing instruction manual, sweating through the complicated assortment of parts, or the sinking feeling that you don’t have the right batteries in the closet, sometimes the hard work comes after the delivery truck has driven off. And like any complex assembly, whether it’s a 1,000-piece puzzle, a kid’s shiny new bike, or a plan to navigate tricky economic times, the amount of pieces to collect and put together can be daunting. But the assembly can certainly be made easier with a well-formulated plan, the right tools, and the LPL Research Midyear Outlook 2015: Some Assembly Required as the blueprint for success.

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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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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 a publication containing a guide to patterns, tendencies, and seasonal observations important to growing. The goal of farming is not merely to grow crops, but to sustain living things – investing shares the same goal.

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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.

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Highlights from the LPL Financial National Conference

The Prosperion Financial team readied our out-of-office replies last week and headed off to sunny San Diego for the LPL Financial National Conference. We weren’t alone. With close to 12,000 independent financial advisors from around the country, LPL Financial managed to draw a crowd of 2600 advisors and 1500 attendees from money management organizations, research groups and others within the company.

The topics were numerous and the time limited, so we spread out with each advisor picking his schedule. It felt like college again, hustling from one presentation to another in a huge, unfamiliar conference center. Eventually we all made it to one of the best speakers of the conference, James Cameron.

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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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How to Go Paperless with LPL Financial

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 accounts online.

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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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