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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A look at some popular & obscure options for receiving money with little or no tax. Provided by Barnes Capital Group   Will you receive tax-free money in retirement? Some retirees do. You should know about some of your options for tax-free retirement distributions, some of which are less publicized than others. Qualified distributions from Roth accounts are tax-free. If you own a Roth IRA or have a Roth retirement account at work, you can

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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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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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