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.
Steve Booren
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With Markets at All-Time Highs, is Now a Good Time to Invest?

It’s a fair question and one we’ve heard a lot lately with the DOW and S&P continuing to push into record territory. Our little bull market has grown up and is about to start third grade. We’re due for a correction right?

The Right Perspective

Today I want to address what I believe is the very core for successful financial behavior – an optimistic disposition. 2016 is a great example of why it is so important to have an optimistic perspective. The optimists “won” and pessimists “lost”… again. Whether attempting to follow financial folklore such as, “as the first week of January goes, so goes the market for the year”, or that saying “sell in May and go away”… speculators who believe in superstition and let it influence their actions are bound to fail.
2016 Taught Us These Things
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2016 Taught Us These 3 Lessons

If 2016 has taught us anything, it is to expect the unexpected. So as we wrap up a rollercoaster of a year, I find myself looking back to three surprises and the lessons they taught us. In the same way the bottom of a cup is revealed only when the liquid is quickly stirred, sometimes it takes a whirlwind of the unexpected to remind us of a few simple truths.
3 Keys of a Modern Retirement

The 3 Paychecks of a Modern Retirement

On November 29th, the oldest living person in the world, Emma Morano will turn 117. Based on my research she is the last living person to have been born in the 1800s. While some people might marvel at all she’s seen and been through, I ‘m curious about what she did during her more than 50 years in retirement.
Role of a Fiduciary

“Revolution” by Brian Westbury

"Elections have consequences and the impact on U.S. economic policy of last week’s election will be enormous. We’re sure we’ll be writing about all of these issues in much greater depth over the next several months, but, for now, here’s…
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The Fear of Uncertainty and the Uncertainty of Fear

“We have nothing to fear, but fear itself.” With those words FDR accepted the presidency of the United States in 1933 during one of the most turbulent times in American history. Lesser known are the words that surround that key sentence.
Role of a Fiduciary

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…
The Value of Regret

The Value of Regret

As a financial advisor I often see clients with regret. For some investors it’s the regret of missing out on big gains. For others, the regret of taking part in big losses.

Financial Checklist for New Parents

There’s nothing like the joys of becoming a parent…except for the stress and anxiety that comes with it. Some parents can roll with the punches—but others are better off planning each detail. Regardless, of which camp you fall, here is…
Choosing the Companies in Your Portfolio

How We Choose the Companies in Your Portfolio

Today we’re going to cover how I choose the companies that end up in your portfolio. Before we get started, keep in mind that there’s a lot that goes into selecting the right mix of stocks, bonds, and other financial products that come together to address your financial needs. Today, we’re going to look at only one, but it is central to potentially creating and protecting a growing stream of income.
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The Real Cost of Baby’s First Year

My wife likes to comment on how I see everything in dollar amounts. Whether it’s buying a new TV or picking out cereal…I can’t help it, it’s just how I’m wired. I can’t be the only one, right? There has to be others out there who…
Steve Booren

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…

The Unfair Advantage of Dividend Tax Rates

Dividend tax rates are an opportunity for investors. The favored status of qualified dividends means they are taxed at a lower rate than standard income, by anywhere from 10-20% less.
Role of a Fiduciary
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The Role of a Fiduciary – Putting Your Interests First

As many of you have undoubtedly heard, regulatory changes are coming to the finance industry pertaining to “fiduciary standards” and the obligations we have as financial professionals with respect to retirement accounts. Let me be clear: we embrace these changes as we serve as a fiduciary for your money in advisory relationships, just as I believe we always have.