From the category archives:

Financial Planning

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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Assessing the Mid-Term Elections

by Rose Greene, CFP on November 11, 2010

What effect could the results have on stocks and taxes? Provided by Rose Greene GOP picks up 60 seats in the House, 6 in the Senate. The 2010 midterm elections are over and frustration has prompted change on Capitol Hill. Republicans will control the House with at least 239 seats; Democrats will retain a narrow [...]
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Contact: Helena Ruffin                   310-399-1200                   helena@rosegreene.com Rose Greene, CFP© ATTENDS LPL FINANCIAL 2010 NATIONAL CONFERENCE, A LEADING FINANCIAL SERVICES EVENT FOCUSED ON INCREASING VALUE TO INVESTORS Santa Monica, CA – August 17, 2010—Rose Greene of Rose Greene Financial Services in Santa Monica recently attended focus10, a leading financial services industry conference hosted by LPL [...]
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