News

• 2010 Outlook at a Glance

  Published Tuesday, February 9, 2010

  Here we offer our perspective on how 2010 will unfold so you may best position your investment opportunities to work with the tail, head or crosswinds impacting the markets.

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• Reflecting on 2009

  Published Tuesday, December 22, 2009

  Thank you for your business and trust throughout the year. It has been a privilege to help you keep things in perspective during this unique period, and we look forward to helping you uncover new opportunities in 2010 as we work in partnership to pursue your financial goals and dreams.

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• Retirement "Facts" That May Be Fiction

  Published Wednesday, December 9, 2009

  There are enough books and other forms of guidance about retirement that one would expect to find all the advice necessary to secure a comfortable retirement. But not all of the advice and strategies necessarily will meet your needs.  What's more, some "facts" about retirement and retirement planning that have been conventional wisdom for many years could be worth challenging today.

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• LPL Financial Ranked # 2 in J.D. Power and Associates 2009 U.S. Full Service Investor Satisfaction Study; Receives Highest Score in Financial Advisor Satisfaction

  Published Tuesday, October 20, 2009

  LCU Financial Services, LLC, independent advisors affiliated with LPL Financial, the nation's largest independent broker-dealer*, has announced that LPL Financial has been ranked number two out of 14 leading financial services companies in the J.D. Power and Associates 2009 U.S. Full Service Investor Satisfaction Study.  The J.D. Power and Associates U.S. Full Service Investor Satisfaction Study measures investor satisfaction with full service investment firms across the country, and is released on an annual basis by J.D. Power and Associates, a global marketing and information company that represents the voice of the customer.

   

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• Plan for Tax Opportunities in Down Markets

  Published Monday, September 28, 2009

  Although the stock market is slowly rebounding, it is still well off the highs of 2007.  Many IRAs have been hard hit by the fall in asset values.  However, even bad markets can create tax planning opportunities.

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• Rebuild Your Nest Egg

  Published Thursday, July 9, 2009

  When you think of money matters in the wake of the financial crisis, retirement savings might be at the top of your mind. According to U.S. News & World Report, Americans' retirement accounts, including 401(k)s and IRAs, lost $3.4 trillion between September 30, 2007 and March 6, 2009. To make matters worse, an estimated more than half of Americans have stopped contributing to their retirement accounts since 2007 because of financial strain.

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