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Monday, November 30, 2020

The Markets Last week, vaccine optimism immunized investors against signs of economic weakness. In previous commentaries we’ve written about narrative economics, which holds that popular stories may affect individual and...

Wednesday, November 25, 2020

As 2020 winds down, it has been an extremely tough year on all of us. Still, there are many reasons to be thankful and today we will share some reasons investors should be thankful. Stocks have had one of the largest reversals ever in...

Monday, November 23, 2020

The Markets The U.S. economy is like a semi-trailer truck. No one likes being stuck behind a semi at a stoplight because big trucks don’t go from zero to 60 in 2.5 seconds. Neither does the U.S. economy. When the pandemic brought...

Monday, November 16, 2020

The Markets Vaccine can be a powerful word. It’s worth 14 points in Scrabble (42 on a triple word square) and, last week, it was worth a whole lot more than that to financial markets. On Monday, a pharmaceutical company and a...

Friday, November 13, 2020

This year’s Masters Golf Tournament teed off Thursday at the Augusta National Course in Georgia. While there will be some familiar sights as the players compete for the coveted green jacket, it will also be a year unlike any...

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Monday, November 9, 2020

The Markets It’s said markets hate uncertainty, but that wasn’t the case last week. Despite tremendous uncertainty about the outcome of the United States election, major domestic and international stock indices moved higher...

Monday, November 9, 2020

2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding just about everything,...

Monday, November 9, 2020

Many clients may fastidiously plan the path they want their assets to take, but not give their beneficiary information the attention it needs and deserves. Designating the best beneficiaries is essential for proper asset planning, and...

Wednesday, November 4, 2020

The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our democracy. Determining the outcome of our elections is a process, but it...

Friday, October 30, 2020

With Election Day a mere five days away, we at LPL Research thought we would add one last election forecaster to the mix of what we’ve presented over the last several months—as much because of what it might tell us about...

Monday, October 19, 2020

If you are one of the 90% of taxpayers who don't itemize deductions, you cannot claim a federal deduction for charitable donations. To get past this issue, some people lump their charitable gifts together. Wondering how to claim a...

Monday, October 19, 2020

When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes. A few words about transfer...

Monday, October 19, 2020

At the end of 2015, Congress permanently extended the rule allowing taxpayers to exclude from taxable income certain individual retirement account (IRA) distributions made directly to a qualified charity. Otherwise known as qualified...