Most Recent
Economic Commentary with Dr. David Kelly
Dr. David Kelly returned to the quarterly education meeting of the Financial Planning Association in Orange County.
War of the Worlds – Vlog
People got out of their porch swings, grabbed their weapons and their loved ones, and headed for shelter.
Nate and Sarah Remodel VLog
Nate and Sarah bought the new house, well a property, really. It’s got beautifully landscaped yards; Jacarandas, Mimosas, Canna Lilies, and many other varieties…
Long Run Goals VLog
“Don’t wait too long to commit to your life-long goals, or they could become unfulfilled dreams. The sooner we start, the better you’ll enjoy the outcome.” – Ralph Bender, MBA, CFP®
When should I expect my 1099?
It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099 in February and March…
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