LPL Financial receives high scores for investment performance and collaborative advisor relationship LPL Financial ranks third in overall satisfaction nationally in the J.D. Power and Associates 2010 Full Service Investor Satisfaction Study.SM This is the third consecutive year that LPL Financial is among the top five investment firms nationwide in customer satisfaction. The study measures overall [...]
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From the monthly archives:
July 2010
Create a pool of healthcare dollars that will grow in any market. Provided by Los Angeles Financial Planner, Rose Greene, CFP® Your premium payments buy you access to a large pool of money which can be used to pay for long term care costs. By paying for LTC out of that pool of money, you [...]
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Special Report 2010 Tax Laws: A Mid-Year Update Provided by Los Angeles Financial Planner, Rose Greene, CFP® 2010 has been one strange year for the U.S. tax code. We have a huge tax issue that is still not fully resolved, the usual annual array of tweaks and changes to the Internal Revenue Code … and [...]
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The economic challenges that Europe has been facing recently has made investors nervousness about the health of the global economy, has created an opportunity for homeowners here in the US. Investors have been fleeing riskier securities and moving to the perceived safety of U.S. Treasury securities. This has created a significant demand for US Treasury [...]
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