Capitol Building

2018 Tax Reform

Now that the ink has dried on tax reform, join us for an updated presentation with Jay K. Dahl, CPA. He'll cover the unexpected items that did and did not make it into the final legislation.
Pencil shavings on a notebook

Think $1M is Enough for Retirement? Think Again.

Remember when $1 million was a target goal on which to retire? Today, even that may not enough – especially for Baby Boomers getting ready to retire - and the situation is even worse for Gen Xers and Millennials.
Outlook 2018 from LPL research

Outlook 2018: Return of the Business Cycle

The LPL Research team proudly presents Outlook 2018: Return of the Business Cycle, highlighting the opportunities and potential challenges that may lie ahead for market participants as we get back to the traditional drivers that we’d expect to push the economy and markets forward. Instead of relying on central bank intervention and accommodative monetary policy, we’re turning to some new lead characters to take charge, namely fiscal policy and better business fundamentals. The supporting roles of this new environment will also be key to sustaining economic growth and delivering stock gains.
Tennis shoes and a kettle bell

Are You Fiscally Fit for 2018?

Are you ready to become “fiscally fit” for 2018? We want to help you work toward making this a successful and prosperous year, so we updated our checklist with pointers for getting a head start on the new year.
Three plants illustrating growth

5 Tips to Help You Pursue Growth of Your Retirement Funds

How can you pursue growth of your retirement funds? We have five tips on how a dividend growth strategy that focuses on “blue chip” companies with a history of paying dividends may offer benefits when compared to a traditional investment…
Steve Booren
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2017 In Review

At the end of every year I enjoy taking a look back. As you probably know, I’m a big believer in perspective and investing for the long term. And though our ability to look forward in time is still a work in progress, our ability to look back and gain some perspective is always valuable. So as we wrap up 2017, I want to take a look back at some of the major events that defined the year.
Pat Alfano

How Dividend-Paying Stocks Are Like Tenants

In real estate, people tend to invest for rental income today and the possibility for more an increased price tomorrow. But in the stock market, I've found that many investors focus on price and ignore the long-term potential of dividends. They're taught to buy low and sell high—and they forget about the income opportunity between those two points.
Growing Old Will Your Money Keep Up?

Living to 85? Will Your Money Keep Up?

Did you know there’s an 80% chance that a 60-year-old couple will have at least one spouse reach the age of 90? And about 1-in-10 adults will live past age 95, according to the Social Security Administration. That’s a problem for most investors. Few retirement plans account for such a long period (sometimes more than 30 years!) of time. So the typical question becomes: what’s going to last longer, you or your money?
Your Income Should Not Depend on Market Whims

Market Up or Down: Your Income Should Not Change

If the market dropped 10% during your first year of retirement, how would that affect your income? What effect would a 5-year bear market have on your plans? These are the questions we encounter time after time. Investors want to understand…
Brannon Brown

Joy and the Successful Investor: The Upward Spiral

In my decade plus time advising clients, I have seen this truth—my most joyful clients are my most successful investors. Not the other way around. The rewards follow the joy, not joy the rewards. They view the future as bright and invest faithfully in it knowing that no amount of market return will ever be able to generate an internal joy, but that prudent stewardship and a long-term perspective can perpetuate the upward spiral of joy.
Brannon Brown

Feed Your Focus. Starve Your Distractions

Daily living, marketing, and the widespread adoption of mobile devices and social media have made it increasingly difficult to remain focused. Often, it is difficult to even know where to focus, much less maintain it over it time. But I’ve come up with a little reminder that I like to review from time to time, and I want to share it with you.
Steve Booren

The Crystal Ball of Context

The advisors at Prosperion don’t make short-term market predictions – you see, we don’t have a “crystal ball”. Like you, we aren’t sure when the next market correction (or major upswing for that matter) is going to happen. But we can say with certainty that one will happen… eventually.
John Booren
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For These Financial Areas, Emotion is More Important Than Logic

Money is hard. Take it from us, we are honored to have very intimate, fragile conversations with clients like you every single day. And if you’ve been a part of those conversations, you know that it can be very emotional. Sometimes we think myopically that money is just about numbers—it’s spreadsheets and calculators. All we need to do be completely rational and figure out how to get the most out of an investments. But that’s not all money is. You may have heard the phrase: “Personal finance is a whole lot more PERSONAL, than it is finance.” There is so much truth in those words.
Nelisha Firestone

Ladies, Use These Tips to Give Your Financial Confidence a Boost

I recently came across an article titled, “Warren Buffet invests like a girl.” As a female financial advisor, I wasn’t sure if that was a compliment or jab. Reading deeper into the article- they explain women, like men bring some gender-linked qualities to investing that can actually help. Women tend to do their research, invest calmly, and exercise patience. These are all great attributes to sticking to a long term plan.
Mid-Year Outlook 2017

Mid-Year Outlook 2017 – A Shift in Market Control

The LPL Research team proudly presents Midyear Outlook 2017: A Shift In Market Control. Thus far in 2017, an important shift has taken place in this economic cycle. The Federal Reserve has shown increasing trust that the economy has recovered and that market forces can keep it steady. The gauges say growth engines and market drivers may have changed: power down monetary policy, power up business fundamentals, and potentially take fiscal policy and economic growth off standby.