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.
Start Your New Year with a Financial Review
As you plan for the year ahead, is an investment checkup leading your list of resolutions? Taking time for a detailed financial review — including retirement planning, college savings, and your tax situation — may help you progress toward your long-term goals.
Saving Strategies: Buying vs. Leasing a Car
As prices of new cars continue to climb, more and more people are considering leasing as a viable financing option. Although leasing is generally more expensive than financing, there are certain advantages to leasing a vehicle. A lease will typically result in a lower initial cash outlay and lower monthly payments.
- July 2025 Client Letter | America Gets Record High Stock Prices for Its Birthdayon July 3, 2025 at 5:00 pm
Markets sizzle — S&P hits new highs amid global shifts, AI buzz, and policy tailwinds. Can the rally keep cooking into year-end?
- Weekly Market Commentary | Strategic Time Horizon Supports Allocation to Non-U.S. Equities | June 30 2025on June 30, 2025 at 1:51 pm
LPL Research examines why strategic allocations should still consider diversification into international equities.
- Weekly Market Commentary | China’s Equity Market Diverges: A-Shares vs. H-Shares | June 23 2025on June 23, 2025 at 1:23 pm
LPL Financial explores the split in China’s stock market, as mainland A-shares struggle and internationally accessible H-shares rally on renewed investor interest.
