For most people, thinking about the economy starts with their personal financial situation. While job prospects, or the health of a business, or prices at the pump all have an impact on how we feel about the economy, the bottom line is really, “How is my family doing?” In order to capture this perspective, LPL Research designed an alternative way for investors to think about markets and the economy, which we refer to as the

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It is one of the most hotly debated topics in the financial industry – and it’s also one of the most misapplied topics too. Are investors better off utilizing passive or active strategies? Or should investors combine the two? But before you answer, I want you to think about this: passive vs. active should apply to strategies – not investing. There is a big difference. Passive vs. Active Strategies Truth: there is simply no one

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The United Kingdom’s decision to leave the European Union rattled equities markets and currency markets Friday. What should an investor do in its wake? Perhaps nothing at all. The Brexit is definitely momentous. It represents a crisis for the E.U., and it has already forced the resignation of U.K. Prime Minister David Cameron. The U.K. will have to negotiate new trade agreements in the near future. Scotland and Northern Ireland (both of which voted against

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What you might do (or do differently) in the months ahead? Provided by Barnes Capital Group   How will your money habits change in 2016? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each year presents a “clean slate,” so as one year ebbs into another, it is natural to think about what you might do (or do differently) in the 12 months ahead. Financially speaking, what

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Happy New Year? I’m hopeful your holidays were filled with a little more joy and cheer than what we have been seeing in the market lately. The stock market has wavered recently. A lackluster year just ended, and this year has started inauspiciously. You may be wondering ... should you really be invested in stocks right now? In moments like these, investors should not panic and overreact to the headlines. Instead, they should take the

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As you read this letter, we’ve been experiencing something that hasn’t occurred on Wall Street since 2011 – a stock market correction. Corrections are unsettling, yes – and they are also part of any ordinary bull market. Historically, they have occurred about every 18 months. This current bull is extraordinary – the S&P 500 has sailed along without a correction since October 2011 – the third longest interval without a correction in the past 50

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Key Lessons for Retirement Savers. Provided by Barnes Capital Group   You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others you glean along the way. First & foremost, you learn to shut out much of the “noise.” News outlets take the temperature of global markets five days a week (and even on the weekends), and fundamental indicators

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