Archive for
July, 2014

RMD’s – The Younger Spouse Rule

Wednesday, July 30th, 2014

By Jay Sanford, Director of Investment Strategy This blog will be short and sweet.  It could come with the “easy” references to “The Graduate” or Stifler’s mom, or feature the top ten sports cars that men over the age of 45 buy (Porsche Boxster and Audi TT, to name...

Read More


What should we consider when we review our 401(k) plan’s investment menu?

Wednesday, July 23rd, 2014

By Joseph F. DeNoyior, Managing Partner You may want to keep in mind one of the results of TIAA-CREF’s Investment Options Survey: More than one-third of retirement plan participants said they are not familiar with their plan’s investment options.  Further, 36% said they have either too few or too...

Read More


Personal Finance Tips for Younger Employees

Wednesday, July 16th, 2014

If you are just starting out, the world of personal finance can seem daunting. In particular, saving for a home or planning for retirement may seem like dreams too distant in the future to tackle now. However, there are some relatively quick and painless things you can do now...

Read More


Lather, Rinse, Repeat

Wednesday, July 9th, 2014

By Jay Sanford, Director of Investment Strategy The front page article in the June 30th Wall Street Journal, “Stock Picker Rises Again, Unchanged by Crisis” got me thinking about a few things.  First of all, full disclosure, I don’t follow Bill Miller, his fund or Legg Mason.  Although a...

Read More


Investor’s Almanac Field Notes

Wednesday, July 2nd, 2014

At this year’s halfway point, we offer the LPL Financial Research Mid-Year Outlook 2014: Investor’s Almanac Field Notes containing key observations and updates to our outlook for 2014. Similar to a farming almanac, our Investor’s Almanac is a publication containing a guide to patterns, tendencies, and seasonal observations important...

Read More