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.
- Global Portfolio Strategy | Resilience and Rotations Shape the Start of 2026 | February 12, 2026
on February 26, 2026 at 6:33 pmLPL Research highlights sharp sector rotations, shifting leadership trends, and key market drivers shaping allocations.
- Rate and Credit View | When AI Disruption Meets Leveraged Balance Sheets: Credit Market Risks in the Software Sector | February 2026on February 25, 2026 at 1:21 pm
LPL Research analyzes how AI disruption is reshaping leveraged software credit markets, widening risks in loans and private credit while challenging bond investors.
- Weekly Market Commentary | LPL Research’s 2026 Strategic Asset Allocation | February 23, 2026on February 23, 2026 at 3:58 pm
Explore LPL Research’s 2026 SAA update, featuring equity shifts, bond strategy, and purposeful diversification to support steady long‑term portfolio outcomes.
