1360 Lake Orange Road
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Years of experience have prepared us to guide you through your life transitions.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
LPL Research Outlook 2022: Passing the Baton is here to provide insight on the economy, stocks, and bonds and what may lie ahead for this new year and beyond.
Download 2022 Financial Research Outlook
Each week the LPL Financial Research team assembles thoughtful insight on market news.
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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."