Making the Most of Your Relationship with a Financial Professional

Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you trust this other person with what’s most important to you? A strong relationship with your financial professional may be key in managing your finances, […]

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Ready, Set, Hike

The Federal Reserve (Fed) meets this week and in all likelihood will raise short-term interest rates for the first time since emergency levels of monetary accommodation were provided to markets after the COVID-19 shutdowns. Inflationary pressures are running higher than the central bankers are comfortable with, but the conflict in Eastern Europe adds to the […]

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Downshift in U.S. Growth but Still Above Trend

FROM ONE RISK TO ANOTHER  The U.S. economy grew 5.7% in 2021, exhibiting strength after an unprecedented global pandemic, but as the economy marched into 2022, the COVID-19 Omicron variant squelched some of the rebound in economic activity. Most saw this headwind to be temporary and mostly affecting the first quarter estimates. The LPL growth […]

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U.S. Markets Overcome Ukraine Challenges

U.S. and International Equities Most Markets Lower Firstly, our thoughts go out to those impacted by Russia’s invasion of Ukraine and we hope the conflict end’s quickly. This week, U.S. major equity markets finished higher with the exception of the Dow Jones Industrial Average.  Clearly the Russia-Ukraine conflict has added to the previously existing monetary […]

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Protect Financial Information from Prying Eyes on the Web

As more and more consumers search for financial information on the Internet, they may inadvertently leave themselves open to being “tracked” by certain companies and individuals. Visitors to financial websites have created a large mass of information that is, in some cases, hardly private. Many marketing companies routinely employ software programs designed to identify you […]

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Work-Life Benefits and Employee Retention

Recruiting and retaining employees who are both qualified and motivated is an ongoing challenge for most businesses. One way to build staff loyalty and increase productivity is to put policies in place to help your employees balance their commitments at work and at home. Employees who have the time they need to care for children […]

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