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What is an Inherited IRA?

Through this fun, animated video, you will learn how about options regarding an IRA that you inherit from someone like a parent or other non-spouse

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Tax Cut and Jobs Act

Watch this video for a fun, yet informative look at the recent Tax Cut and Jobs Act law

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Midyear Outlook 2019

We are pleased to announce the release of the LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, with investment insights and market guidance through the end of 2019. LPL Research believes that even as investors face prospects for periodic bouts of volatility, emphasizing fundamentals will remain critical…

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What is a Fixed Annuity?

What is a Fixed Annuity? A fixed annuity is an insurance product designed to provide investors with principal protection, a fixed rate of interest, and tax-deferred growth. It is most appropriate for investors aged 59 ½ or more, due to the fact that a 10% IRS penalty may apply to growth that is “cashed out”…

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What’s the Difference Between a Roth IRA and a Traditional IRA?

An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at work, you might also consider investing in an IRA. What types of IRAs are available? The…

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What is a 401(k)?

A 401(k) plan is a retirement savings plan that is sponsored by an employer. It has grown quite popular in the United States, with over 100 million participants (Source: U.S. Department of Labor). A 401(k) plan offers significant tax benefits while helping you plan for the future. You contribute to the plan via payroll deduction,…

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What’s the Difference Between Term Insurance and Whole Life Insurance?

Life insurance is an agreement between you (the policy owner) and an insurer. Under the terms of a life insurance policy, the insurer promises to pay a certain sum to a person you choose (your beneficiary) upon your death, in exchange for your premium payments. Proper life insurance coverage should provide you with peace of…

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Market News: Trump, the Tariff Man

Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as the United States and China failed to reach a trade deal and escalated tariff tensions. The United States also proposed new tariffs on Mexico, further complicating the outlook for trade.…

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May 20, 2019 – Trade News Moves the Markets

The Week on Wall Street Stocks fell sharply at the start of last week over trade tensions, then recovered with help from strong earnings and indications that U.S.-China trade talks would continue. Even so, the major indices had a down week. The S&P 500 lost 0.76%, while the Nasdaq Composite fell 1.27%, and the Dow…

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Government Shutdown Perspectives

The media makes a lot out of government shut downs. In this video, we look at past government shutdowns to better understand potential market implications.

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