Latest Commentary
- Detecting and Avoiding Scams with Scott Henke, Onsite ConsultingJuly 7, 2025 - 9:54 am
From fake phone calls and phishing emails to fraudulent websites and sketchy ads, online and telephone scams are getting more sophisticated and dangerous. That’s why we brought back one of our most popular speakers: Scott Henke of Onsite Consulting
“Revolution” by Brian Westbury
The Fear of Uncertainty and the Uncertainty of Fear
Election Letter from Burt White, Managing Director of LPL Research
The Value of Regret
Financial Checklist for New Parents
How We Choose the Companies in Your Portfolio
The Real Cost of Baby’s First Year
News Release: Steve Booren Leads Session at LPL Financial National Conference
The Unfair Advantage of Dividend Tax Rates
The Role of a Fiduciary – Putting Your Interests First
Our Dividend Focused Investment Strategy: An Introduction
Brexit – What Is It and What Should I Do?
The 3 Principles of Retirement
The More Things Change, the More They Stay the Same
Social Media – Helping or Hurting Your Investment Behavior?