Don’t Procrastinate: Zero In on Holiday Budgets Before You Spend
Don’t look now because before you know it the season of giving — and spending — will be upon us. Don’t wait until the credit card bills arrive in January to think about how you’re going to pay for your holiday spending. Start now and consider these planning tips.
What Are the Benefits and Drawbacks of Putting My House in My Child’s Name?
Some people also consider transferring ownership for estate-planning reasons. If you are planning to bequeath the family homestead to your child, transferring title while you are alive may enable you to reduce the taxable value of your estate.
Vacation Value
Getting value may not be your first priority when planning a vacation, but it’s probably an important consideration. With some planning, you can have a great time and still avoid breaking your budget. Here are just a few tips to remember when planning your vacation:
The Importance of Professional Advice
In an endeavor as critical as managing your investments, it is prudent to handle some situations with the help of a competent professional advisor. Many individual investors simply do not have the time, patience, or persistence to deal effectively with their investments over the long term.
Teach Your Children to Save for College
Being part of the college planning process can be very educational for children, as it presents them with valuable financial lessons for the future. Children can earn money, learn about sources of financial aid, research potential colleges, and take other steps that may relieve their parents of some of the responsibility of college planning.
- Client Letter | Reflecting on 2025, Looking Ahead to 2026 | January 7, 2026
on January 7, 2026 at 2:00 pmLPL Research reflects on 2025’s strong returns, key takeaways, and shares a forward-looking view for 2026 to help investors prepare.
- Weekly Market Commentary | Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy | January 5, 2026on January 5, 2026 at 1:37 pm
LPL Research reviews 2025 market predictions: key wins, misses, and lessons across equities, fixed income, and the U.S. economy.
- Weekly Market Commentary | Navigating Neutral: Fed Policy Key for Fixed Income Markets in 2026 | December 22, 2025on December 22, 2025 at 1:18 pm
LPL Research forecasts income-driven returns for 2026, with neutral duration, cautious Fed policy, and tight credit spreads.
