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Friday, March 17, 2017

Dear Client I’m very proud to share some great news about my broker/dealer – LPL Financial. LPL and its advisors have been ranked No. 1 in net customer loyalty among 24 leading financial distributor firms by Investor...

 

Thursday, March 2, 2017

Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover, typically fewer than 5 percent of taxpayers dispute their assessment.¹ For homeowners who...

 

Thursday, March 2, 2017

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The 2016 “Dirty Dozen” Identity Theft Using your personal...

 

Thursday, March 2, 2017

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

 

Thursday, March 2, 2017

Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors.¹ McKinsey & Company, a global consulting firm, found that individuals in the U.S. have put more than $625 billion into...

 

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Thursday, March 2, 2017

What are your options for investing in emerging markets?