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Financial Planning

LPL Financial Weekly Market Commentary for December 20, 2011

by Rose Greene, CFP on December 20, 2011

Apocalypse Soon Jeffrey Kleintop, CFA Chief Market Strategist LPL Financial Highlights The purported end of the world falls exactly one year from this Wednesday, December 21, 2011. Like a primeval Y2K event, 2012-ers believe that one year from now the earth will experience a catastrophe or an enlightenment. Surprisingly, we agree. The year 2012 will [...]
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Kicking the Cannes Jeffrey Kleintop, CFA Chief Market Strategist LPL Financial Highlights Stock market volatility was driven by last week’s political brinkmanship derailing plans to secure funding support from China and other countries for the European debt rescue plan, kicking the implementation of the plan down the road well past the G20 meeting in Cannes. [...]
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Trick or Treat Jeffrey Kleintop, CFA Chief Market Strategist LPL Financial Highlights Investors were treated to powerful gains last week as European policymakers crafted a deal to avoid a 2008-like financial crisis and economic and profit reports in the United States reflected solid growth. We believe last week’s European rescue deal is more treat than [...]
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What Alternative Long-Term Care Can Do for You

by Rose Greene, CFP on October 26, 2011

Rose’s interview on asset-based long-term  care was published in the October issue of The Advocate. Read below or click on the link to read Rose’s commentary.   By Rose Greene CA Insurance Lic# 0690429 Long-term care policies save taxes and pay off before you die. “A penny saved is a penny earned,” Benjamin Franklin said. [...]
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The Greek Haircut Jeffrey Kleintop, CFA Chief Market Strategist LPL Financial Highlights Despite all the headlines, yields for Italy, Spain, Portugal and Ireland’s sovereign debt are at or below where they were in mid- July when the second rescue package for Greece was drafted. While the second Greek rescue stemmed the decline in the sovereign [...]
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