Insights

Your Journey to Financial Empowerment

Explore topics related to wealth and asset protection, investment management, financial and retirement planning and financial wellness.

Spring Cleaning Checklist

A thoughtful financial reset does not have to mean a major overhaul. A few quick reviews now can help catch outdated details, reduce future headaches, and keep your broader plan on track.

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Treasury Market: Stuck Between Iran and a SaaS Space

Two powerful forces are currently shaping the Treasury market: geopolitical tensions in the Middle East and the rapid evolution of artificial intelligence. In this latest piece from LPL Research, Chief Fixed Income Strategist Lawrence Gillum explores how the Iran conflict and shifting risks in the software-as-a-service (SaaS) sector are influencing Treasury yields, credit markets, and investor sentiment.

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🎵 Gold and Silver 🎵

In 2011, as global markets wobbled and fear felt rational, I made a decision that taught me more about risk than any textbook ever could. This piece isn’t about gold or silver, it’s about how uncertainty shapes our choices, and why the most important financial decisions are rarely made in moments of urgency.

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Year End Letter

Markets finished the year near record levels, reflecting economic and corporate resilience. Entering 2026, policy shifts and market uncertainty reinforce the need for a long-term perspective.

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