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Rose

The Jobs Bill

March 11, 2010

How effectively could it address America’s unemployment rate?
provided by Rose Greene
How about a tax break for companies that hire? A new jobs bill introduced by Sen. Majority Leader Harry Reid (D-NV) proposes major tax incentives for hiring businesses. If the bill becomes law, will these incentives make a dent in the unemployment rate? Or will [...]

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Rose’s “Coffee Cup” Read: The Transition to Sustainable Growth

March 4, 2010

This month I’m featuring an important research White Paper written by Burt White, LPL Financial’s Chief Investment Officer. I call it a “Coffee Cup” read, because you’ll want to settle in with a cup of joe and contemplate his foresight. Below are excerpts, and I recommend downloading the full PDF report for your [...]

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Do You Need A Financial Planner?

March 3, 2010

What do they do? And should you have one?
What does a financial planner do? Well, that depends. Many individuals refer to themselves as “financial planners”, but not all perform true multidisciplinary financial planning. Investment, insurance and tax professionals sometimes specialize in certain areas of financial planning (such as retirement planning, estate planning, tax planning, or [...]

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LPL Financial Weekly Market Commentary for March 1, 2010

March 2, 2010

Jeffrey Kleintop, CFA
Chief Market Strategist
LPL Financial

Groundhog Day came late in February for the stock market. Last Thursday’s
worsening weekly unemployment claims data spooked stock market
investors worried about job growth as February winter storms negatively
impacted the data. 
In that labor report, the stock market saw its shadow
and it appears that investors are in for six more weeks of [...]

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LPL Financial Weekly Economic Commentary for February 22, 2010

February 24, 2010

“Watch Your Step”

John Canally, CFA
Economist
LPL Financial

Monetary policy took center stage last week, as the Federal Reserve (Fed) took another step toward normalizing monetary policy by raising the discount rate.

Aside from another disappointing reading on jobless claims, the week’s economic data on the housing and manufacturing sectors came in [...]

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LPL Financial Weekly Market Commentary for February 22, 2010

February 24, 2010

“Volatility Ahead”
 
 
Jeffrey Kleintop, CFA
Chief Market Strategist
LPL Financial
 

The volatility and classic 5-10% pullback we have seen so far this year is perfectly normal and very likely to be a recurring pattern throughout 2010 as the economy transitions from recovery to sustainable growth.
A key contributor to the volatility that accompanied the transition to sustainable growth in 1994 [...]

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LPL Financial Weekly Market Commentary for February 16, 2010

Thumbnail image for LPL Financial Weekly Market Commentary for February 16, 2010 February 19, 2010

By Jeffrey Kleintop, CFA
Chief market Strategist
LPL Financial

Events and data in recent weeks have prompted market participants to view the tailwinds that caused the markets to go sailing higher for much of 2009 as beginning to fade. They now view them as having become more balanced with the rising headwinds associated with increasing global frictions.
We [...]

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Protecting Yourself from Scams

February 11, 2010

Beware of the financial schemes aimed at mature Americans.
Provided by Los Angeles Financial Planner, Rose Greene, CFP ®
Retirement lasts longer and longer, and the retired population is growing. So the conditions are right for a “perfect storm” of financial swindles aimed at baby boomers and elders. Just an alert … here are some common scams [...]

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FINANCIAL ISSUES SAME-SEX COUPLES NEED TO ADDRESS

February 10, 2010

Be cognizant of these unique challenges.
provided by Los Angeles Financial Planner, Rose Greene, CFP ®
Many states have passed laws barring housing, credit and employment discrimination against LGBT (lesbian, gay, bisexual, and transgender) couples and individuals. Yet these civil rights moves have not removed the financial penalties that gay, lesbian, bisexual and transgender couples face directly [...]

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MONEY & HAPPINESS | Do they Go Hand in Hand?

February 10, 2010

Do they go hand in hand?
Provided by Los Angeles Financial Planner, Rose Greene, CFP ®
Does money actually buy a degree of happiness?
It is worth thinking about the effect money has on our lives. What role does money play in our happiness? Is that role overrated?
Most psychologists and sociologists will tell you that our happiness comes [...]

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