Uniform Gift to Minors Account (UGMA)

Often we get asked “what accounts are available that I can set money aside for my children that I am not committed to using it for college because my child may not be of college material, may not go to college, or choose some other career path?” The...
7th Inning Stretch: The Bull Market

7th Inning Stretch: The Bull Market

It has been said lately by a number of stock market gurus that we’re in the 6th or 7th inning of this bull market. It’s been good for the past 6-7 years, so we surely would welcome three more years or three more innings of upward movement of the stock...

Social Media and the Financial Industry #LPLFocus

This week, we’ll be in San Diego for an LPL Conference getting continued education, as well as listening to the nation’s top investment professionals including LPL’s own Burt White. We’ll hear from our top guns such as Andy Kalbaugh, Bill...