Explore topics related to wealth and asset protection, investment management, financial and retirement planning and financial wellness.
As our children head off to college and step into adulthood, the financial and practical details can add up quickly. From protecting their credit and updating legal documents to reviewing insurance and making the most of education savings, here are six conversations worth having all year long.
Despite geopolitical uncertainty, higher oil prices, and questions about returns on AI investment, resilient economic growth and strong corporate earnings continue to support a positive outlook for stocks. While volatility may persist, broadening earnings growth and AI-driven innovation suggest the market remains on solid footing, making diversification especially important.
In this month’s update, I provide a look into my one-week intensive course at Harvard, studying Claude Cowork as a “coding” system, and learning how to think of AI as an active set of resources, operating as a compliment to my work. I’ll share what I walked away with and thoughts on implications for the market.
Saving for a child’s future can take many forms, from 529 plans and custodial Roth IRAs to UGMA/UTMA accounts and traditional investment accounts. The right choice depends on your family’s goals, how much flexibility you want, and whether the funds are intended for education, long-term wealth building, or broader future support.
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 A few quick reviews now can help catch outdated details, reduce future headaches, and keep your broader plan on track.
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.