From the category archives:

Financial Planning

Soft Spot Arrives on Schedule

by Rose Greene, CFP on April 30, 2013

Jeffrey Kleintop, CFA Chief Market Strategist LPL Financial Highlights In recent years, the spring slide in the stock market was driven by the arrival of a spring soft spot in the economy. This soft spot has emerged again — for the fourth year in a row. The bond and commodity markets have already responded negatively. [...]
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Your Annual Financial To-Do List

by Rose Greene, CFP on October 29, 2012

Things you can do before and for 2013. Presented by Rose Greene   What financial, business or life priorities do you need to address for 2013? Now is a good time to think about the investing, saving or budgeting methods you could employ toward specific objectives. Some year-end financial moves may prove crucial to the [...]
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LPL Financial Weekly Market Commentary for May 1, 2012

by Rose Greene, CFP on May 1, 2012

Spring Slide Indicators Update Jeffrey Kleintop, CFA Chief Market Strategist LPL Financial Highlights In each of the past two years the stock market began a slide in the spring that lasted well into the summer months. This week we update the status of the 10 indicators we identified that foreshadowed the declines in 2010 and [...]
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Baby Boomers and Retirement Hopes

by Rose Greene, CFP on May 27, 2011

A Generation Needs Help To Keep Its Dreams Alive. Presented by Rose Greene Financial What do you think your retirement will be like? If you are like many baby boomers, you may be pessimistic about it. Look at the results of a recent poll conducted by the Associated Press and NBC’s LifeGoesStrong.com: Only 11% of [...]
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LPL Financial Model Wealth Portfolios Awarded Advisory Solutions Product of the Year by Money Management Institute Advisory Platform Honored for Innovation That Drives Industry Growth Wednesday, 18 May 2011 | 9:00 AM ET BOSTON, May 18, 2011 /PRNewswire via COMTEX/ — LPL Financial, the nation’s largest independent broker-dealer* and wholly owned subsidiary of LPL Investment [...]
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