Menu Videos We have interesting videos for you to watch on my site. View Videos Client Login Client Login Client Login Contact Us Please feel free to contact us with any questions. Contact Us 31% of non-retirees have no retirement savings or pension according to the Fed 2015 Report on the Economic Well-Being of U.S. Households. That doesn't have to be you. Start investing today. Sign up for the Guided Wealth Portfolios automated investment platform now to start planning for your future. Investing earlier in life may help you save more since early gains are put to work growing your retirement savings. LPL Research Midyear Outlook 2021: Picking Up Speed delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2021. View the complete publication. Bonds and Bond Mutual Funds 101 Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first. More Videos » Newsletters Are Value Stocks Poised for a Comeback? Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery. Four Reasons to Review Your Life Insurance Needs This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances. New Fed Policy Suggests Low Rates for the Long Term The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers. HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data. More Newsletters » Calculators Roth IRA Conversion This calculator can help you determine whether you should consider converting to a Roth IRA. Cash Flow Analysis This Cash Flow Analysis form will help you weigh your income vs. your expenses. Loan Payoff How much will it cost to pay off a loan over its lifetime? Estate Taxes Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. More Calculators » Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following sates: MD, WV, PA, SC, FL, GA, ME Privacy Policy Site Map Back To Top Check the background of this investment professional