Tag: Investments

Six Keys to Investing

Apr 2, 2025

InvestingA successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.

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Investment Challenges of the Affluent Investor

Jan 22, 2025

Jigsaw Puzzle Unfinished
Affluent investors face unique challenges when putting together an investment strategy.

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only from substantial wealth.

Let’s examine a few of these.

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Investing in Bonds

Sep 27, 2023

calculating bond prices
Bonds can be an important piece of any portfolio

Bonds may not be as glamorous as stocks or commodities, but they are a significant component of most investment portfolios. Bonds are traded in huge volumes every day, but their full usefulness is often underappreciated and underestimated.

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The Many Flavors of Fixed Income

Jan 13, 2023

Looking for yield? Treasuries aren’t your only flavor

Treasury bonds aren’t your only flavor in the world of fixed-income investing. Far from it. There are various other vehicles you may want to consider as part of a fixed-income strategy, and some of them offer potentially higher yields than Treasuries. It comes down to how much risk you want to shoulder as a fixed-income investor. (more…)

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Midyear Outlook 2022: Navigating Turbulence

Jul 18, 2022

Market Update
Market Update

Markets rarely give us clear skies, and there are always threats to watch for on the horizon. But the right preparation, context, and support can help us navigate what lies ahead. So far, this year hasn’t seen a full-blown crisis like 2008-2009 or 2020, but the ride has been very bumpy. We may not be flying into a storm, but there’s been plenty of turbulence. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. (more…)

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Will You Avoid These Estate Planning Mistakes?

May 27, 2022

Old man hands signing estate planning documents
Too many wealthy households commit these common blunders.

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid during estate planning. (more…)

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Keep Calm, Stay On Plan

Mar 21, 2022

Numbers
Expect volatility, but avoid letting the headlines alter your plans.

Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street.

As an investor and retirement saver, how much will this turmoil matter to you in the long run? Not as much as you may expect. There are many reasons to remain on plan rather than attempting to intuit or guess when and where big shifts in fortune may arrive. (more…)

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Annual Financial To-Do List

Dec 22, 2021

Planner
Things you can do for your future as the year unfolds.

What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. You have plenty of choices. Here are a few ideas to consider: (more…)

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Unrealized Capital Gains and Losses

Nov 8, 2021

Trending Graphs
What they are; why they matter.

For many investors, it can be tempting to think of one’s portfolio in terms of “capital gains” or “capital losses.” True, this is a central concept to understanding market behavior, but to truly maximize your investing knowledge, you also need to know about “unrealized gains,” “unrealized losses,” and how they can work to your advantage. As always, the following information is not intended as tax or legal advice. Any financial decision should be undertaken in consultation with your financial advisor and is not intended as tax or legal advice. Ready to learn more? Read on. (more…)

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Estate Taxes May Be Amended Soon

Oct 29, 2021

Coin Stack Tax
What to know about the budget reconciliation bill

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes. (more…)

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More Insights

Jul 9, 2025

Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion.

Jul 7, 2025

As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on heaters. Stocks and bonds continue to effectively navigate a complex policy landscape shaped by evolving trade dynamics, geopolitical tensions, and fiscal stimulus. The market’s resilience in … Continue reading “Market Update – America Gets Record High Stock Prices for Its Birthday”

Jun 20, 2025

Birthdays may seem less important as you grow older. They may not offer the impact of watershed moments such as getting a driver’s license at 16 and voting at 18. But beginning at age 50, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits.

Jun 18, 2025

During times like these when geopolitical headlines can be unsettling for investors, we at LPL Research like to remind ourselves of one of our key investing principles. Markets have always faced challenges —ranging from geopolitical conflicts and economic downturns to natural disasters, political upheaval and health crises. These events often trigger short-term volatility and shake … Continue reading “Why Long Term Investing Beats Selling in Volatile Times”

Jun 16, 2025

Are you concerned about the inheritance taxes your heirs may have to pay? Then you may want to consider creating charitable lead trusts.

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