For our next Lakeside Chat, we're proudly presenting LPL Research Midyear Outlook 2021 with investment insights and market guidance for the rest of 2021. Adam walks through the Midyear Outlook 2021 publication for a comprehensive presentation on the markets and the global economy – and the opportunities and challenges that may lie ahead.
There’s a myth out there that most owners of small businesses and startups are younger people. In fact, the opposite is true: Most business owners are age 55 and over. That reality can turn what are usually the peak earning and retirement savings years from your late 40s to late 50s into something more akin to watching " The Perils of Pauline."...
After over a year of sticking close to home, some (if not all) of us, are wondering if it’s finally time to get away again. And more importantly, how can we do that in a safe manner with so many places following different guidelines?
You take comfort in knowing your financial plan is designed to help you advance steadily toward your long-term goals — and to flex as your situation and goals change. But during 2020 and 2021, everything changed. So, let’s look at how to decide whether now is the right time for you to make a major financial move.
The Dark Web is an interesting place with a ton of potential, and a ton of risk. This month, we were joined by Twinstate Technologies as we go into the dark web, so you don’t have to.
April is Financial Literacy Month! To celebrate, Adam hosted a Financial Literacy Jeopardy-like Trivia game for this month's Lakeside Chat!
Planning a conversation with your loved ones about your financial plans and goals may not be easy, but it can help you feel more confident about your family’s financial health and your peace of mind.
March marks Women’s History Month again, but many of us are not celebrating. Stories and images of courageous women of the past are everywhere. These women deserve recognition — they fought hard to advance equal rights and access for the majority of the U.S. population who happen to have been born female. Yet in 2021, it can feel increasingly...
Having a solid handle on your financial well-being makes for one less stressor – and better sleep at night. But then you probably know that. Let’s explore some of the stereotypes and misperceptions that can get in the way of building your financial confidence and reducing stress through planning — and practical ways to get started or move ahead...
People are experiencing so many things over the last year: feelings of isolation, anxiety over something as simple as shopping in public, the frustration of trying to adopt new technology, the list goes on & on. We could all use a few tips on how to take better care of ourselves so we’re better equipped to face whatever challenges come next.
