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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. We’re glad to have you reading along.

Tuesday, February 11, 2025

Warren Buffett once said, "If you mix your politics with your investment decisions, you're making a big mistake.” There appears to be some truth in Buffett’s quote following a contentious 2024 election cycle. Check out the chart below...

Friday, January 10, 2025

Outlook 2025 | Pragmatic Optimism | December 10, 2024 Outlook 2025 provides in-depth analyses and insights from LPL Research’s leadership team to help you prepare for the upcoming year. READ MORE Tracking #658532 (Exp. 12/25)

Saturday, January 4, 2025

National Financial Wellness Month comes each January. It's a time to remind people to either establish a financial strategy or take some time to sit down and review it with their trusted financial professional. For me, it's time for...

Wednesday, November 11, 2020

As a fiduciary, I get asked all the time, "What are the options with retirement savings and a change in my employment?" Please click the following link to access information on this subject. Your Retirement Savings and Change in Employment

Tuesday, October 20, 2020

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The...

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Tuesday, August 4, 2020

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The...

Wednesday, July 29, 2020

LPL Financial Research Midyear Outlook 2020: The Trail to Recovery LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. Use our Midyear Outlook 2020 to chart a path to eventual...

Friday, April 3, 2020

Durango Financial Planning has announced it will continue with its marketing internship program through Fort Lewis College for its third year in a row. Ken Duncan, owner of the financial firm, started the Internship program in 2018....