Why a Family Meeting on Finances is a Good Idea
Planning a conversation with your loved ones about your financial plans and goals may not be easy, but it can help you feel more confident about your family’s financial health and your peace of mind. Read More
Empowering Women (Lakeside Chat 3-3-21)
March marks Women’s History Month again, but many of us are not celebrating. Stories and images of courageous women of the past are everywhere. These women deserve recognition — they fought hard to advance equal rights and access for the majority of the U.S. population who happen to have been born female. Yet in 2021, it can feel increasingly difficult to... Read More
Discover Your Perfect Practical Financial Plan at Any Age
Having a solid handle on your financial well-being makes for one less stressor – and better sleep at night. But then you probably know that. Let’s explore some of the stereotypes and misperceptions that can get in the way of building your financial confidence and reducing stress through planning — and practical ways to get started or move ahead with your... Read More
How to Love Yourself (Lakeside Chat 2-3-21)
People are experiencing so many things over the last year: feelings of isolation, anxiety over something as simple as shopping in public, the frustration of trying to adopt new technology, the list goes on & on. We could all use a few tips on how to take better care of ourselves so we’re better equipped to face whatever challenges come next. Read More
Outlook 2021: Powering Forward (Lakeside Chats 1-6-21)
Powering ForwardJoin us this week as Adam takes us through the LPL Research Outlook 2021: Powering Forward which covers post-election policy, the economy, stocks and bonds, and LPL Research’s economic and market forecasts for 2021. Read More
Cyber Safety (Lakeside Chats 12-1-20)
Many of us, regardless of age or technical skill, find our daily lives intertwined with technology more often than we’d like. With that, comes vulnerability to computer viruses, scams & potentially identity theft. As in most cases, knowledge is power: therefore, we invite you to gain insight & knowledge from local tech company Twinstate. Read More
Gifting and Your Legacy: When is the best time to give?
Seriously considering the timing and focus of your gifting and legacy for the first time — or perhaps reconsidering it — was among the countless tough questions stimulated by the global coronavirus pandemic. For many, widespread death and uncertainty raised the perennial question: How do I want to be remembered? Read More
Election Impacts (Lakeside Chats 10-27-20)
This chat covered the timely topic of the possible long-term impact of an election on the stock market (hint – historically, it really doesn’t matter). Our host, David Keib, a wholesaler at Capital Group, home of American Funds, has 12 years of investment industry experience and has been with Capital Group for six years. Read More