Midyear Outlook 2020: The Trail to Recovery

  LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. Use our Midyear Outlook 2020 to chart a path to eventual economic and market recovery. Plus, learn how stocks may predict the next president! It’s still...

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Market Rally 2009 vs 2020

Market Rally 2009 vs 2020

So far, the market rebound during 2020 has looked similar to what we saw following the market bottom in 2009. Many people were surprised to see such a quick recovery when economic conditions are still shaky. In the chart below, I compared the percent change from the...

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Mortgage Rates Are Down. Should You Refinance?

For today’s homebuyer, mortgages are cheaper than ever. The average rate on a 30-year fixed mortgage fell to 3.29% in early March, the lowest level recorded in almost 50 years. And 15-year mortgage rates came in even lower, averaging a mere 2.79%.1 These exceptionally...

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Tax-Loss Harvesting Opportunity

Recent Sell off Presents Tax-Loss Harvesting Opportunity The first quarter was not kind to the financial markets, but the good news is it presents an opportunity for tax loss harvesting. In a perfect world all investments go up, but in reality, if you own a...

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8 Work From Home Tips

1. Stay in RoutineContinue to wake up on time and stick to your regular routine as best you can. Every morning before work you can take the dog for a walk or do a workout. Try to maintain these routines as best you can while working at home.  2. Get Dressed Do not...

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Taking Social Security Early

It may be tempting to take your Social Security at age 62. Your life expectancy, income needs, and spousal benefit are three keys factors that play a role in the decision to claim your benefits. Guaranteed monthly income is great to have but claiming your benefits too...

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Plan to Rise Above®

Welcome to the Plan to Rise Above® Blog. Continue to check back for new and exciting content in the world of financial planning, wealth management and personal finance.

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