Health Savings Accounts offer you tax breaks and more. Provided by Los Angeles Financial Planner Rose Greene, CFP® Why do people open up Health Savings Accounts in tandem with high-deductible insurance plans? Well, here are some of the compelling reasons why younger, healthier employees decide to have HSAs. #1: Tax-deductible contributions. These accounts [...]
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By Matthew Scott Posted 11:00 AM 06/12/10 from While the financial markets have pulled back significantly over the last several weeks, real estate investment trusts (REITs) have continued to show solid gains, and they have the potential to do even better by the end of the year. Highlights: “Whether they reach those lofty return numbers [...]
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When it comes to where we are in the economic cycle, expert opinions vary widely. Some experts think the economy could be headed for a double-dip recession, while others say it’s headed for a slow but steady recovery. Rose was interviewed on this topic by Ben Baden, who wrote the following article published in Yahoo! [...]
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Weekly Market Commentary, June 1, 2010 Jeffrey Kleintop, CFA Chief Market Strategist LPL Financial Highlights “Sell in May and go away” only works about one-third of the time. With a pullback having already taken place, we find little value in this old adage. We believe investors should “buy in June and stay tuned” this year. [...]
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LPL Financial Weekly Market Commentary for August 30, 2010
by Rose Greene, CFP on August 31, 2010
Catalysts on the Horizon Jeffrey Kleintop, CFA Chief Market Strategist LPL Financial Highlights We continue to believe a late-year rally for stocks will fulfill our long held outlook for modest single-digit gains on the year for the S&P 500. Unfortunately, all of the potential catalysts are a month or more away while the economic data [...]
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