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Friday, January 16, 2026

California is taking a major step toward honoring the service and sacrifice of its military community. Beginning with the 2025 tax year, retired service members and surviving spouses will see meaningful financial relief thanks to...

Monday, December 22, 2025

In 2025, the OBBBA introduced a new type of tax-advantaged investment account for children, Section 530A Accounts (Trump Accounts). Unlike traditional savings tools like 529 plans or custodial accounts, Section 530A Accounts are a new...

Tuesday, December 16, 2025

The Savings Deposit Program (SDP) is a valuable financial benefit available to eligible service members deployed to designated combat zones. This guide provides an overview of how the program works, who qualifies, how to manage...

Friday, December 12, 2025

S&P 500 earnings per share (EPS) growth for the third quarter is tracking near a 14% year-over-year increase despite a two point drag from Meta's (META) non-recurring tax charge. The tech sector is delivering the strongest earnings...

Friday, November 14, 2025

If you're a cash-basis taxpayer we've got some good news: the Internal Revenue Service (IRS) offers what effectively acts as a "safe harbor" that lets you prepay certain business expenses and deduct them in the year you pay them.

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Tuesday, November 4, 2025

It’s official, Social Security payments are set to increase by 2.8% in 2026. Learn what this increase means for your income and how to make the most of it.

Monday, September 15, 2025

Stocks posted a solid gain last week, riding a rally in megacap tech stocks while overcoming interest rate anxiety, a downward revision to jobs data, and mixed inflation reports. The Standard & Poor’s 500 Index rose 1.59 percent,...

Thursday, September 11, 2025

Learn how the OBBB Act’s no tax on tips rule impacts tipped workers, employers, and future payroll planning.

Wednesday, September 3, 2025

Weekly Market Commentary | Calm Before the Storm: Can This Rally Continue in September? | September 2, 2025 Explore September stock market trends, S&P 500 seasonality, earnings growth, and Fed rate cut expectations in LPL Research’s...

Wednesday, September 3, 2025

Learn how 529 plan funds can be used for a much wider variety of post-secondary and career-related education expenses.

Monday, August 25, 2025

Weekly Market Commentary | Grand Ideas at the Grand Tetons | August 25 2025 LPL Research examines recent Fed comments and what to expect moving forward. READ MORE  Tracking #786184 | #787588 (Exp. 08/26)

Thursday, August 21, 2025

Hardly a day goes by that someone doesn’t say to me, “I’m putting off a decision until the Fed changes interest rates.” But I’m quick to remind people that the “rate dominoes” don’t always fall as you may expect. Here’s what could...

Wednesday, August 20, 2025

Weekly Market Commentary | Earnings Season Delivers | August 18, 2025 LPL Research discusses key takeaways from the most recent earnings season. READ MORE  Tracking #783611 | #784394 (Exp. 08/26)

Monday, August 18, 2025

The One Big Beautiful Bill (OBBB) Act brings the most significant updates to Qualified Small Business Stock (QSBS) rules in decades. These changes make it easier for investors to benefit from generous tax exclusions on gains by:...

Monday, August 11, 2025

Just before the July 4th holiday, Congress passed a domestic policy bill that extended the 2017 tax cuts that were set to expire this year while making some of the 2017 rules permanent. The bill also created several new tax laws for...

Monday, August 11, 2025

Stocks rebounded last week as investor optimism for a September rate adjustment and strong Q2 corporate results overcame the rollout of fresh tariffs. The Standard & Poor’s 500 Index rose 2.43 percent, while the Nasdaq Composite Index...

Monday, August 4, 2025

Stocks fell last week as investors assessed progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy. The Standard & Poor’s 500 Index fell 2.36 percent, while the Nasdaq Composite Index declined 2.17...

Friday, August 1, 2025

The OBBB Act will change estate and gift tax rules in 2026. Are you ready for what’s coming?

Monday, July 28, 2025

Expectation-beating Q2 results from several companies, trade updates, and investor optimism for more trade agreements pushed market averages to solid gains. The Standard & Poor’s 500 Index advanced 1.46 percent, while the Nasdaq...

Wednesday, July 23, 2025

Stocks were mixed last week, battling through tariff talk while responding to upbeat quarterly corporate reports and a trove of updates on the economy. The Standard & Poor’s 500 Index rose 0.59 percent, while the Nasdaq Composite...

Friday, July 11, 2025

Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week. The Standard & Poor’s 500 Index rose 1.72 percent, while the Nasdaq Composite Index added 1.62...

Monday, June 30, 2025

Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way. The Standard & Poor’s 500 Index rose 3.44 percent, while the Nasdaq Composite Index added 4...

Monday, June 23, 2025

Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors. The Standard & Poor’s 500 Index slipped by 0.15 percent, while the Nasdaq Composite Index rose by 0.21...

Wednesday, June 18, 2025

Isaac Newton might be smiling if he looked at the charts for eggs, cocoa, and coffee prices. To traders, they are a lesson on how markets can reach an extreme and then correct. But to Newton, they are simply a lesson in gravity....

Monday, June 16, 2025

Stocks fell last week as an up-and-down mix of trade progress and anxiety, economic news, and geopolitical tensions netted out. The Standard & Poor’s 500 Index slid 0.39 percent, while the Nasdaq Composite Index slipped 0.63 percent....

Monday, June 9, 2025

Weekly Market Commentary | Q1 Buybacks Boost Stocks Amid Market Recovery | June 9, 2025 Corporate buybacks surged in Q1, supporting the market’s rebound. LPL Financial explores which sectors are buying and how it could shape future...

Tuesday, June 3, 2025

Stocks advanced over the short trading week, bolstered by a possible trade deal with the European Union (EU) and an upbeat corporate report from a mega-cap tech company that creates semiconductors used in the creation of artificial...

Monday, June 2, 2025

Weekly Market Commentary | Can Earnings Catch Up to This Stock Market Rally? | May 27, 2025 LPL Research discusses first quarter's solid reporting season and why it might not offer much of a confidence boost for the rest of 2025's...

Monday, May 5, 2025

Finding Value Among the Muni Market Malaise | Weekly Market Commentary | May 5, 2025 LPL Research highlights the volatile month for the municipal bond market, the impact of supply outpacing demand, strong credit fundamentals, and more...

Monday, April 28, 2025

Softer Tone on China Is Encouraging, but Some Caution Still Advised| Weekly Market Commentary | April 28, 2025 LPL Research discusses recent market advancements and what they might mean for investing. READ MORE  Tracking #730788...

Monday, April 21, 2025

Revising Our S&P 500 Target Amid a Storm of Uncertainty| Weekly Market Commentary | April 21, 2025 LPL Research discusses another volatile week for markets, introduces a revised S&P 500 target, and assesses the likelihood of the lows...

Friday, April 11, 2025

Markets have continued to move sharply in response to newly announced tariffs and growing concerns over global trade. Friday’s steep sell off extended into Monday, with volatility remaining elevated across sectors and asset classes....

Thursday, April 10, 2025

Tariff Turmoil: Where Do We Go from Here? LPL Research provides key takeaways from recent tariff news, including some potential silver linings. READ MORE  Tracking #720090 | #720092 (Exp. 04/26)

Thursday, April 3, 2025

Tariff Uncertainty Facing Stocks to Start Clearing Soon | March 31, 2025 LPL Research discusses how markets continue to struggle with trade uncertainty ahead of this week's big tariff announcements. READ MORE  Tracking #715963 |...

Monday, March 17, 2025

Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors. The Standard & Poor’s 500 Index declined 2.27 percent, while the Nasdaq Composite Index dropped 2...

Tuesday, March 11, 2025

As spring approaches and the weather warms, the U.S. economy has begun to cool. After a sizzling recovery from the pandemic, followed by a period of surprisingly solid and steady growth on the back of resilient consumer spending, the...

Monday, March 10, 2025

Stocks continued their slide through a volatile week. U.S. trade policy drove much of the market’s movement, broadening investors' concerns about economic growth and inflation. The Standard & Poor’s 500 Index declined 3.10 percent,...

Monday, March 3, 2025

Earnings Season Recap: Strong Growth, Big Upside, Now What? | Weekly Market Commentary | March 3, 2025 LPL Research provides a recap of fourth quarter earnings season and examines the feasibility of double-digit earnings growth in...

Tuesday, February 25, 2025

Refinancing ZIRP | Weekly Market Commentary | February 24, 2025 LPL Research discusses the U.S. federal debt, yields, and Treasury Bills as the U.S. Treasury market enters a transition period in 2025. READ MORE Tracking #699563 (Exp....

Wednesday, February 19, 2025

Tariffs Ignite a Metals Melt-Up | Weekly Market Commentary | February 18, 2025 LPL Research explores the latest round of tariff news and why the metals market is heating up. READ MORE Tracking #697535 | #697537 (Exp. 02/26)

Wednesday, February 12, 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...

Monday, February 10, 2025

Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets. The Standard & Poor’s 500 Index slipped 0.24 percent, while the Nasdaq Composite Index lost 0.53...

Monday, February 10, 2025

The new month brings two major market-moving stories to digest. First is the advances in artificial intelligence (AI) by Chinese startup DeepSeek. It has caused some investors to question America’s lead in the AI race and American...

Friday, February 7, 2025

Understanding tax tables helps individuals and businesses with financial planning to ensure compliance with tax regulations and maximize tax deductions.

Wednesday, February 5, 2025

The Kansas City Chiefs and the Philadelphia Eagles are set for Super Bowl LIX on Sunday, February 9. Over the years, the Super Bowl has gone from a mere championship game to a cultural event, earning both national and international...

Wednesday, February 5, 2025

In 2025, it's crucial to be prepared for surprises that could impact the markets, ranging from shifts in artificial intelligence investments to geopolitical upheavals.

Tuesday, February 4, 2025

Stock prices were jolted lower in late January on concerns that a “black swan” event may lead to some restructuring in the artificial intelligence (AI) industry. A Chinese AI firm appears to have developed a competitive AI model that...

Monday, February 3, 2025

U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025 LPL Research explores the factors that define U.S. exceptionalism, including its de facto global reserve currency, and the responsibilities that...

Monday, January 27, 2025

Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C. The Standard & Poor’s 500 Index gained 1.74 percent, while the Nasdaq...

Monday, January 20, 2025

Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears. The Standard & Poor’s 500 Index rose 2.91 percent, while the Nasdaq Composite Index advanced 2.45 percent. The Dow...

Saturday, January 18, 2025

Are you in your early sixties and hoping to make a splash in your retirement strategy? The SECURE Act 2.0 introduced a $11,250 catch-up contribution for those aged 60-63. This “super catch-up” is part of a new tiered catch-up...

Friday, January 17, 2025

New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025 LPL Research discusses why they believe investors should give the bull market the benefit of the doubt. READ MORE Tracking #681221 | # 681329 (Exp. 01/26)

Wednesday, January 8, 2025

With 2024 coming to a close, I want to share my thoughts on America's current fiscal policy, geopolitical elements, and other factors that may help shape 2025's financial landscape. This transition period offers both challenges and...

Monday, January 6, 2025

Evaluating Stock and Bond Market Predictions From 2024 | Weekly Market Commentary | January 6, 2025 The LPL Research team evaluates the accuracy of their stock and bond market forecasts from 2024. READ MORE Tracking #677754 | #677755...

Wednesday, December 18, 2024

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)

Monday, December 16, 2024

Learn 3 reasons why you should avoid charging below market rent and how it can negatively impact your tax situation.

Monday, December 16, 2024

A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024 Will 2025 be the year for fixed income? LPL Research examines what could be in store for fixed income markets in the year ahead. READ MORE Tracking...

Wednesday, December 11, 2024

See how this change could impact electric vehicle purchases made in early 2025.

Monday, December 9, 2024

Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled. The tech-heavy Nasdaq Composite Index picked up 3.34 percent while the Dow...

Thursday, December 5, 2024

Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. The Standard & Poor’s 500 Index gained 1...

Wednesday, November 27, 2024

The IRS recently released annual inflation adjustments for the 2025 tax year. The Revenue Procedure 2024-40 document outlines updates and modifications to 60+ tax provisions that will affect taxpayers submitting returns in 2026.

Monday, November 25, 2024

A Basket of Uncertainty Bolsters the Dollar | Weekly Market Commentary | November 25, 2024 LPL Research discusses the dollar's rise amid global uncertainty. READ MORE Tracking # 662173/662250 (Exp. 11/25)

Wednesday, November 20, 2024

Hold everything; stop the presses! There is talk that the Tax Cuts & Jobs Act (TCJA) of 2017 may get extended. With Republicans in control of the legislative and executive branches, most agree that tax reform will be part of the...

Tuesday, November 19, 2024

Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while the Nasdaq Composite Index declined 3.15 percent...

Monday, November 18, 2024

Global Portfolio Strategy | Rates Take Center Stage as Election Jitters Ease | November 7, 2024 In October, U.S. stocks ended a five-month winning streak, closing modestly lower despite a surge in Treasury yields and rate cut...

Thursday, November 14, 2024

Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. (The House of Representatives...

Thursday, November 14, 2024

The Federal Reserve approved its second consecutive interest rate cut following its November meeting, telling investors that it’s continuing its push to “right-size monetary policy.” The benchmark Fed funds rate has a target range of...

Friday, November 8, 2024

As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your...

Wednesday, November 6, 2024

Global Portfolio Strategy | Shifting from Bonds to Alternatives for Additional Diversification Benefits | October 9, 2024 LPL Research's STAAC upgrades consumer discretionary from underweight to neutral. Read More Tracking # 642572...

Monday, November 4, 2024

Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The Standard & Poor’s 500 Index fell 1.36 percent, while the Nasdaq Composite Index declined 1.50 percent....

Monday, November 4, 2024

People have told me, “I can’t wait until the election is over.” That tells me there’s a lot of emotion connected to Tuesday, November 5th! But I’m quick to remind people it may take some time to resolve all of the issues after...

Saturday, November 2, 2024

Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq Composite Index rose 0.16 percent. The Dow Jones...

Monday, October 28, 2024

Social Security beneficiaries will see a 2.5% increase in their benefit payments in 2025, according to the Social Security Administration. The annual cost of living (COLA) adjustment will affect more than 72.5 million Social Security...

Friday, October 25, 2024

The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start...

Wednesday, October 23, 2024

Stop me if you've heard this one before–“You may care more about the outcome of the presidential election than your portfolio.” As a rule, I avoid discussing politics, but I find it important to contribute some insights as we enter...

Monday, October 21, 2024

Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon. The Standard & Poor’s 500 Index increased 0.85 percent, while the Nasdaq Composite Index rose 0.80 percent. The Dow...

Saturday, September 7, 2024

We’ve all been there. You’re scrolling through your phone, computer, or tablet, and a notification pops up. “Update Me!” While that isn’t the exact wording, the meaning is the same. Something wants to be...

Tuesday, May 14, 2024

Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down. Stocks Climb Steadily Monday opened with stocks picking up where they left off the prior Friday. Stocks were still...

Tuesday, May 14, 2024

As we inch closer to the second half of 2024, I’ll give you three reasons to be optimistic about the outlook for the financial markets. We have an election on the horizon, so you’ll likely hear mixed messages about the economy’s...

Tuesday, May 7, 2024

Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. Stocks Pop, Drop, Then Rally Markets began the week with an upward bump as positive news from some mega-cap tech companies...

Tuesday, April 30, 2024

Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. Stocks Bounce...

Saturday, April 27, 2024

Let's start this email with the conclusion: Stick with your investment strategy, and don’t let outside influences like the Fed get in your way. Following the Fed these days is like watching an endless point in a tennis match. The...

Thursday, April 25, 2024

Over the next four weeks, the vast majority of publicly traded companies will update shareholders on business conditions in Q1. It's called "earnings season," and it happens four times a year. So buckle up because it's relatively...

Wednesday, April 24, 2024

Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. Stocks Retreat Markets began the week rattled by further escalation in the...

Thursday, April 18, 2024

Revisiting Energy | Weekly Market Commentary | April 15, 2024 LPL explores the energy space, highlighting oil’s geopolitical risk amid an improving supply/demand backdrop, and how rate cuts could benefit the space. READ MORE Tracking...

Tuesday, April 16, 2024

Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions. Inflation Spooks Markets On Wednesday, the March Consumer Price Index (CPI) report rattled markets, revealing that...

Tuesday, April 9, 2024

Saturday, April 6, 2024

Can you imagine winning $1.13 billion (before taxes)? If you've seen the headlines, you know this isn't a hypothetical for one lucky resident of New Jersey.1 I have no doubt the winner will feel like (over) a billion bucks if they...

Friday, April 5, 2024

Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024. Stocks Finish Strong Markets slipped for the first half of the...

Tuesday, April 2, 2024

Tuesday, March 26, 2024

As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, since December 2023, the S&P 500 has not experienced a pullback of even 2%. Strong starts to...

Tuesday, March 26, 2024

Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, the Fed left rates...

Sunday, March 24, 2024

Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after...

Thursday, March 14, 2024

Gold Shines Brighter Than Ever | Weekly Market Commentary | March 11, 2024 LPL Research discusses gold rallying to a record high, how global central bank demand has been a key catalyst, and how gold-related ETFs could provide support....

Saturday, March 9, 2024

As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached an incredible milestone in 2023: $1 million in their 401(k).1 That's...

Wednesday, March 6, 2024

On financial websites, you may read, "First-quarter corporate reports were better than expected.” And that’s true. So far, 73% of Standard & Poor’s 500 companies have reported actual Q4 earnings per share above...

Monday, March 4, 2024

Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Nasdaq Sets New High Stocks traded in a narrow band early in the week but ended the five-trading sessions with...

Thursday, February 29, 2024

Wall Street keeps asking, “When will the Fed start cutting interest rates?” But perhaps the better question is, “What is the Fed looking for before it would consider cutting interest rates?” As you may recall,...

Tuesday, February 27, 2024

Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy. Stocks Rally to Record Highs Stocks...

Saturday, February 24, 2024

Treasuries : Who’s Buying and Why it Matters | Weekly Market Commentary | February 20, 2024 LPL Research examines the Treasury market to discover who is buying Treasury securities in the absence of the Fed and why it’s...

Wednesday, November 15, 2023

On November 9, 2023 the IRS announced new annual inflation adjustments and standard deductions for the 2024 tax year. For most taxpayers, these adjustments will be applied to tax returns filed in 2025. Adjusted tax brackets and...

Tuesday, October 17, 2023

On October 16, 2023, the IRS announced another tax-filing and tax-payment deadline extension for individuals and businesses in California that were affected by last winter's storms in the state. Here's what you need to know.

Monday, October 2, 2023

During September 2023, CalSavers began issuing notices to employers who are not in compliance with the California business retirement program. If you own a company in California with at least one employee, there are some things you need to

Friday, September 29, 2023

During September 2023, CalSavers began issuing notices to employers who are not in compliance with the California business retirement program. If you own a company in California with at least one employee, there are some things you need to

Monday, September 18, 2023

On September 14, 2023, the IRS announced the they will stop processing any new ERC claims immediately. The decision was made to halt the processing of new claims from now until at least the end of 2023 due to a significant number of...

Tuesday, September 12, 2023

You see all of the advertisements for wealth management services, but what is the difference between a wealth manager and a financial advisor? What services do each offer, how do they differ, and what should you look for when choosing...

Thursday, March 9, 2023

Feb 23, 2023 - The IRS announced that California taxpayers affected by winter storms, flooding and mudslides have an extended deadline of October 16, 2023 to file certain business and individual tax returns, including making tax payments.

Tuesday, January 17, 2023

Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to ease up on future rate hikes.The Dow Jones Industrial Average...

Friday, January 13, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Tuesday, January 3, 2023

One of the wealth management topics is retirement planning. The SECURE Act 2.0 is creating many options to help with retirement planning. Some options will not take effect for a year or more.  Here are some highlights:Required...