What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Miyamoto Musashi is one of history’s greatest swordsman. He wrote the Dokkodo, 21 principles for living a disciplined life. While swordsmanship and finances may not have much in common, you can apply some of these principles to your life.
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Miyamoto Musashi is one of history’s greatest swordsman having never lost a duel. He was a philosopher, writer and strategist who wrote the Dokkodo, 21 principles for living a disciplined life of self-reliance. While swordsmanship and...
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Miyamoto Musashi is one of history’s greatest swordsman having never lost a duel. He was a philosopher, writer and strategist who wrote the Dokkodo, 21 principles for living a disciplined life of self-reliance. While swordsmanship and...
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Jillian Baldwin: Blog Publishing Test
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7 Tips to Becoming a Financial Samurai Miyamoto Musashi is one of history’s greatest swordsman having never lost a duel. He was a philosopher, writer and strategist who wrote the Dokkodo, 21 principles for living a disciplined...
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Miyamoto Musashi is one of history’s greatest swordsman having never lost a duel. He was a philosopher, writer and strategist. Learn which of Musashi's principles can be applied to help you reach your financial goals.
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Miyamoto Musashi is one of history’s greatest swordsman having never lost a duel. He was a philosopher, writer and strategist who wrote the Dokkodo, 21 principles for living a disciplined life of self-reliance. While...
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Here are 21 principles for living a disciplined life of self-reliance. Follow the tips below to learn from the master.
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Miyamoto Musashi is one of history’s greatest swordsman having never lost a duel. He was a philosopher, writer and strategist who wrote the Dokkodo, 21 principles for living a disciplined life of self-reliance.
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While swordsmanship and finances may not have much in common, you can apply some of these wise principles to your financial goals. Follow the tips below to learn from the master.
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7 Tips to Becoming a Financial SamuraiMiyamoto Musashi is one of history’s greatest swordsman having never lost a duel. He was a philosopher, writer and strategist who wrote the Dokkodo, 21 principles for living a disciplined...
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Miyamoto Musashi is one of history’s greatest swordsman having never lost a duel. While swordsmanship and finances may not have much in common, you can apply some of these wise principles to your financial goals.
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While swordsmanship and finances may not have much in common, you can apply some of these wise principles to your financial goals.
Read MoreApproximately 70 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.1 Although most people receiving Social Security are retired, you and your family...
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As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:1....
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To better get ahead financially: create a budget, invest now, be smart about your taxes and open up a Roth individual retirement account.
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It’s hard to believe we are already approaching the end of another year, and holiday season will soon be here. Since holiday spending doesn’t include just gifting, it’s essential to set your budget now. You may likely...
Read MoreNew Global Tax Accord Takes Shape After more than four years of international negotiations taking place mostly behind the scenes, 132 countries — representing more than 90% of worldwide gross domestic product (GDP) and including...
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Read MoreIf you already contribute to a 401(k) or another retirement account through work, you may not have spent much time thinking about opening an individual retirement account (IRA). However, an IRA might provide you with a way to boost...
Read MoreYou exercise to benefit from your sweat equity in the future, right? Waking up early in the dark mornings of winter to exercise comes hard. Once your workout ends, though, you often begin the day with the payoff of a tremendous energy...
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The EITC was enacted in 1975, yet 20% of eligible taxpayers fail to claim it The Earned Income Tax Credit (EITC) is a federal tax credit that can provide great benefit to families. According to the IRS, in 2019 alone, approximately 25...
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Staying on Top of Your 401(k) Can Pay Dividends Don’t just set it and forget it – tips for looking after your retirement money Lots of investors never bother to check on their 401(k) regularly. But you should keep a...
Read MoreVideo Creation Cheat Sheet How to Set Up Your EquipmentDevice Settings and Where to Put Your Camera• Your device must be set to record at the best resolution possible, and disable “auto-exposure” or...
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Charitable giving is a way for affluent individuals spread their money around and to benefit causes that are near and dear to their hearts. Yet, for those who fall into the high net worth category, it is critical to structure...
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On March 23, 2020, the S&P 500 Index closed down 2.9% for the day, bringing its total loss from its all-time high to 33.9%. The index was in the midst of its fastest bear market ever. A day earlier, New York Governor Andrew Cuomo had...
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A very quick summary of the biggest economic bill in history for businesses The Coronavirus Aid, Relief, and Economic Security act – the CARES Act – is the largest economic bill in U.S. history and was designed to...
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Read MoreThe wait is over. After more than seven months, the S&P 500 Index notched a fresh all-time closing high of 2,933.68 on April 23. To get here, investors have weathered back-and-forth in trade negotiations, a historic government shutdown...
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A flurry of new investment products, the emergence of global investing, the shift from company-funded pension plans to employee-driven retirement plans (like 401(k) plans), and uncertainty about Social Security have all contributed to...
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It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review within the last 12 months, now may be a...
Read MoreAfter such a strong rally this year, you may be wondering what could drive stocks higher from here. With the S&P 500 Index near its all-time high, a lot of good news could be priced in to stocks. At the same time, disappointments could...
Read MoreAfter the best first quarter for the S&P 500 Index since 1998, the big question is: What happens next? We’ve already discussed why a good start to a year could lead to more gains (here and here), but today we will take a look at...
Read MoreWhat a start to 2019! The S&P 500 Index had its best first quarter since 1998—gaining 13.1%. Taking a deeper look at the data reveals another rare occurrence: The S&P 500 was higher each of the first three months of the year for...
Read MoreEvery year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ The “Dirty Dozen” Identity Theft Using your personal...
Read MoreThe Conference Board’s Leading Economic Index (LEI) is one of our favorite economic indicators. It is designed to predict future movements in the economy based on a composite of 10 economic indicators (like manufacturers’...
Read MoreAfter dropping nearly 20% late last year, the S&P 500 Index has officially bounced up more than 20% from the December 24 lows. As we noted at the time, most bear markets that take place in a non-recessionary environment tend to bottom...
Read MoreAfter gaining 7.8% in January, the S&P 500 Index has added another 3.3% so far in February for a grand total year-to-date return of 11.4%. With two days to go, currently this is the best first two months of the year since 1987. As we...
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“Bulls make money, bears make money, and pigs get slaughtered.” Old Wall Street saying. The Chinese New Year (often called the Lunar New Year) kicked off Tuesday, February 5, and with it came the Year of the Pig. Although...
Read MoreA successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic...
Read MoreWith age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood. While you're excited by all the opportunities life has to offer, you're also aware of your...
Read MoreAsset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn't about picking individual securities. Instead, you focus on broad categories of investments, mixing them together in the...
Read MoreA successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic...
Read MorePerhaps you're starting a new job or trying to integrate employee benefits with your new spouse. Or maybe you're shopping for individual health insurance coverage. One of the challenges when comparing health plans is that many...
Read MoreThe combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it's even more important, since the mix of various types of investments accounts for most of the ups...
Read MoreDiversified investors just capped one of their best months of the current economic cycle. In January, the S&P 500 Index posted its biggest monthly gain since October 2015. At the same time, the Bloomberg Barclays Aggregate Bond Index...
Read MoreWhen it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend. If you don't consider how your retirement income can be impacted by...
Read MoreThe world of 50 years ago was a lot different than it is today. An individual often worked at the same job all his or her adult life, lived in the same house, and stayed married to the same spouse. In those days, too, one spouse could...
Read MoreIf you are opening an (Individual Retirement Account) IRA for the first time or need a refresher course on the specifics of IRA ownership, here are some facts for your consideration. IRAs in America IRAs continue to play an...
Read MoreAll eyes are on the Federal Reserve’s (Fed) interest rate announcement and press conference today for signals on future policy after a volatile December. Markets have increasingly positioned for a pause in the Fed’s...
Read MoreThe Super Bowl indicator suggests that stocks rise for the full year when the Super Bowl winner comes from the original National Football League (now the NFC), but when an original American Football League (now the AFC) team wins,...
Read MoreRecent U.S. economic data have been sending a lot of conflicting signals, and Wall Street’s economic outlook is more clouded than at any point of the cycle. Because of this, we thought we’d provide some direction from Main...
Read MorePurchasing homeowner’s insurance is not only critical for protecting your home and personal property against any potential liability; if you have a mortgage, your lender will require it. WHAT’S COVERED A homeowner’s...
Read MoreForty-six percent of Americans do not own any stocks or stock-related investments, such as mutual funds, according to a recent Gallup poll.¹ Individuals may cite different reasons for not investing, but with important long-term...
Read MoreYesterday’s U.K. Parliament vote was another bump in the road for Brexit. As shown in the LPL Chart of the Day, the British pound and the euro have steadily declined over the past few months, weighed down in large part by...
Read MoreMost Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups, and no smoking or excessive alcohol. Yet, despite this knowledge, changing existing behaviors can be difficult. Look no...
Read MoreThis modern twist on the Ben Franklin maxim reflects the multiplicity of taxes to which earnings are subject in today’s world.¹ Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here...
Read MoreHow much do you really know about your employer-sponsored retirement savings plan? If you're like many people, you have many ideas about how your plan works, which may or may not be entirely accurate. To gauge your knowledge, take...
Read MoreMany Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what...
Read More1. What is long-term care? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally...
Read MoreMaking decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you...
Read MoreRisk management is a key component in any successful business plan. In today's world — where data breaches are common occurrences — it's especially important for business owners to understand the digital risks they face....
Read MoreStocks have rebounded strongly off the December lows, with the S&P 500 Index adding 2% in January to its 7% gain over the last week of 2018. We see potential for further gains ahead given the fundamentals supporting economic growth...
Read MoreOn Monday, the S&P 500 Index came about as close as possible to the technical definition of a bear market without officially registering one (defined as a 20% or larger decline based on closing prices). Enduring these sharp declines...
Read MoreS&P 500 Index Reaches Bear Market on an Intra-Day Basis. While the S&P 500 Index is technically not in a bear market by the most widely used definition (20% or more decline based on closing prices), it is important to recognize that...
Read MoreThere's no doubt about it — going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties...
Read MoreConventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it's your money at stake. Though there's no foolproof way to handle the ups and...
Read MoreSo far it’s been rough for stocks in December, a month that has historically been bullish. How bad has it been? After 10 trading days, we’re off to the worst start to December since 1980! In fact, the S&P 500 Index is...
Read MoreMassive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital world. Once identity thieves have your information, they can use it to gain access to your bank and credit...
Read MoreEveryone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counter intuitive, but it may be possible to have too much of a good thing. Over time,...
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No matter how much money you make, completely mastering money early on in life can help you potentially achieve what everyone wants: a financially comfortable today and a financially secure tomorrow. Mastering money in our society can...
Read MoreMost Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups, and no smoking or excessive alcohol. Yet, despite this knowledge, changing existing behaviors can be difficult. Look no...
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Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counter intuitive, but it may be possible to have too much of a good thing. Over time,...
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The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress...
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Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are...
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Technology has not only shrunk the tools we use, but it has also given small businesses the power to operate like big businesses. Technological tools can help small businesses get better organized, efficiently manage their finances, or...
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An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a...
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You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge....
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We are pleased to announce the release of the LPL Research Outlook 2019: FUNDAMENTAL: How to Focus onWhat Really Matters in the Markets, filled with investment insights and market guidance for the year ahead.After nearly 10 years of...
Read MoreKeeping good business records will not only help you stay in business but may also help you increase profits. Your business records let you analyze where your business is and where it's going. They point out potential trouble spots and...
Read MoreAs of this writing, the S&P 500 Index is down another 2% on top of the over 3% drop on Tuesday (markets were closed Wednesday to celebrate the life of former President George H. W. Bush 41). Here are our thoughts on the latest...
Read MorePosted by lplresearch 2018 has been a rocky year with a big dose of volatility, but could a late-year rally be in store for investors? History says it is quite possible. “Although the well-known Santa Claus rally is technically...
Read MoreMen and women may not be on equal footing when it comes to investing for the future. On average, women work fewer years and earn less than men, but they also tend to live longer.1 Therefore, women must focus on the concerns that are...
Read MoreWhen it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.0 years longer than men.* That's important because it means that there's a greater chance that you'll need your assets to last...
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More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business?...
Read MoreHow Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it...
Read MoreThe baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress...
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As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning...
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One study found that 43% of cyber attacks target small business, and 60% of small companies go out of business within six months of a cyber attack.¹ Business owners are also required to protect their customers’ personal...
Read MoreMaintaining good records is important to help meet your tax and legal obligations. The right record keeping system not only helps satisfy these obligations, but it may save you money and time. Here’s what to consider for your...
Read MoreA flurry of new investment products, the emergence of global investing, the shift from company-funded pension plans to employee-driven retirement plans (like 401(k) plans), and uncertainty about Social Security have all contributed to...
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This question is being asked a lot following last week’s midterm election results, in which the Republicans held onto the Senate and the Democrats claimed control of the House. In one sense, these results may not matter for U.S....
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More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business?...
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Speculators who built the biggest net short position on record in 10-year Treasury futures have reversed course. As shown in the LPL Chart of the Day, non-hedging traders’ net short position in 10-year futures decreased for five...
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More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business?...
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Speculators who built the biggest net short position on record in 10-year Treasury futures have reversed course. As shown in the LPL Chart of the Day, non-hedging traders’ net short position in 10-year futures decreased for five...
Read MoreDaily Insights Oil tumbles 7%, extends record string of declines. WTI posted its largest single-day decline in three years yesterday, extending its record losing streak to 12 days. The slide came after OPEC revised down its 2019...
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This modern twist on the Ben Franklin maxim reflects the multiplicity of taxes to which earnings are subject in today’s world.¹ Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here...
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Until early 2018, stocks were enjoying their longest period without a five percent pullback in nearly 90 years.1,2 But in early February, that calm came to a sudden and decisive end, as the Standard & Poor’s 500 Index fell more...
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Stocks just had their worst one-day drop since February, as a combination of higher bond yields, U.S./China tensions, nervousness over the upcoming midterm elections, six straight months of gains, and worries about peak margins this...
Read MoreThere’s an alarming difference between perception and reality for current and future retirees.
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Many parents teach their children the ABCs at a very young age, but do they teach them the ABCs of good credit? At certain points in life, everyone must deal with banks, loans, credit, and finances. You may have learned your lessons...
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Many parents teach their children the ABCs at a very young age, but do they teach them the ABCs of good credit? At certain points in life, everyone must deal with banks, loans, credit, and finances. You may have learned your lessons...
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A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic...
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Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...
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Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...
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It's an honor to be recognized for the work we do to support our clients, our employees and the Dallas, TX community. At Silver Sail Wealth Advisors we are committed to providing independent financial advice that helps clients work...
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It's an honor to be recognized for the work we do to support our clients, our employees and the Dallas, TX community. At Silver Sail Wealth Advisors we are committed to providing independent financial advice that helps clients work...
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It's an honor to be recognized for the work we do to support our clients, our employees and the Dallas, TX community. At Silver Sail Wealth Advisors we are committed to providing independent financial advice that helps clients work...
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You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you...
Read MoreSocial Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most of this...
Read MoreWomen often face greater obstacles when it comes to investing for retirement. On average, women work fewer years and earn less than men. This means that they have lower pension and Social Security benefits. But they also have longer...
Read MoreYour twenties are the perfect time to save and invest. Do it now, and you will have a great ally—time—on your side. Think about doing the following things if you’re not doing them already. Put money into a retirement...
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SIX MOST OVERLOOKED TAX DEDUCTIONS Who among us wants to pay the IRS more taxes than we have to?¹ While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible....
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FOUR STEPS TO VALUING AN ESTATE Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.¹ HOW TO ASSESS THE VALUE OF AN ESTATE Select...
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You've identified your goals and done some basic research. You understand the difference between a stock and a bond. But how do you actually go about creating an investment portfolio? What specific investments are right for you? What...
Read MoreSimilar to taking care of your personal health by proactively incorporating healthy habits and annual checkups, you can also take control of your financial health when you are proactive and engaged in managing your finances. And also...
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It’s not simply a matter of working harder; it’s much more about using your non-financial skills and talents in new ways to bring you prosperity and a greater sense of personal satisfaction. Here are five tips to follow...
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SHOULD YOU BORROW FROM YOUR 401(K)? The average household with credit card debt had a balance of $15,983 in 2017, nearly eclipsing the peak of $16,900 in 2008.¹ With the average credit card annual percentage rate sitting at 14.9%,...
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Five Money Rules to Live By Evergreen principles for finding financial balance It’s not simply a matter of working harder; it’s much more about using your non-financial skills and talents in new ways to bring you prosperity...
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CHOOSING A RETIREMENT PLAN THAT FITS YOUR BUSINESS One survey found that 79% of small business owners expect at least some of their retirement income to come from tax-advantaged retirement savings accounts.¹ If you have yet to...
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9 FACTS ABOUT SOCIAL SECURITY Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in...
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College won’t pay for itself. How will you pay for it? You may have more choices than you think. Is creating a college fund on your to-do list? Consider these options. 529 plans. Anyone can contribute to these savings vehicles....
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College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother...
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The recently released LPL Research Midyear Outlook 2018: The Plot Thickens is filled with investment insights and market guidance to take us through the rest of the year. So far this year, the return of the business cycle has brought...
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The summer months are almost underway, which means that both vacations and midyear check-ins are ahead. As we approach the midpoint of 2018, many of us will take this opportunity to reflect on what we’ve seen so far and what may...
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The summer months are almost underway, which means that both vacations and midyear check-ins are ahead. As we approach the midpoint of 2018, many of us will take this opportunity to reflect on what we’ve seen so far and what may...
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Tips for making a memorable family vacation.
Read MoreYou've saved for your child's college education through the years, helped your child research schools, and supervised the application process. Now, thankfully, your child is in college. But you probably can't disappear just yet--there...
Read MoreA successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic...
Read MoreEvery year, about 140 million households file their federal tax returns.¹ For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account...
Read MoreDon’t fall victim to common investment mistakes. This is a...
Read MoreYou've identified your goals and done some basic research. You understand the difference between a stock and a bond. But how do you actually go about creating an investment portfolio? What specific investments are right for you? What...
Read MoreYou've saved for your child's college education through the years, helped your child research schools, and supervised the application process. Now, thankfully, your child is in college. But you probably can't disappear just yet--there...
Read More529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12 tuition. Much like the way 401(k) plans changed the world of retirement...
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Qualified plans, such as a 401(k) plan, offer excellent benefits for small business owners. These plans can provide a multitude of tax advantages that combine to deliver far more tax leverage than most people may imagine. Here is a...
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Your twenties are the perfect time to save and invest. Do it now, and you will have a great ally—time—on your side. Think about doing the following things if you’re not doing them already. Put money into a retirement...
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Most Americans know the fundamentals of good health. Yet, despite this knowledge, changing existing behaviors can be difficult...
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Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself...
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Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.
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A flurry of new investment products, the emergence of global investing, the shift from company-funded pension plans to employee-driven retirement plans (like 401(k) plans), and uncertainty about Social Security have all contributed to...
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