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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, November 5, 2020

The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our democracy. Determining the outcome of our elections is a process, but it...

 

Thursday, October 1, 2020

Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as possible despite the ongoing impact from COVID-19. While the number of new daily...

 

Thursday, August 6, 2020

The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in cases. According to the World Health...

 

Tuesday, July 14, 2020

We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises that continue to impact...

 

Tuesday, June 30, 2020

The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may take a seat at the...

 

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Tuesday, June 9, 2020

As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far. At the same time, we’re encouraged by the resiliency and accelerated innovation among US businesses and the...

 

Friday, May 22, 2020

“Never confuse a single defeat with a final defeat.” — F. Scott Fitzgerald The economic struggles in our country are among the worst we’ve ever seen. In April, a record 20 million people lost their jobs, and 36...

 

Monday, May 11, 2020

Investors like labels for the economy and financial markets—many of them with the word “great” in them. The Great Depression. The Great Recession. The Great Lockdown. Well, we’ve moved into what we might call...

 

Monday, April 27, 2020

Congratulations to our Managing Director of Insurance and Estate Planning Strategies - Dane Streeter, for his 12 years of excellence with Perennial Financial Services!

 

Wednesday, April 22, 2020

“Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach As the battle against the COVID-19 pandemic continues, how we respond to it will determine how we beat it....

 

Thursday, April 9, 2020

These are challenging times, and this week may be the toughest as we wait for COVID-19 to reach its peak in the United States. As the war against COVID-19 wages on, we continue to be inspired by the tremendous bravery shown by...

 

Thursday, April 2, 2020

“Every decade or so, dark clouds will fill the economic skies, and they will briefly rain gold. When downpours of that sort occur, reach for a bucket.” —Warren Buffett The battle with COVID-19 rages on, and the...

 

Thursday, March 26, 2020

The world continues its battle to contain the COVID-19 pandemic, which now has likely impacted, either directly or indirectly, nearly every person on Earth. This is far more than just a health crisis—this is a human crisis. Its...

 

Thursday, March 26, 2020

Delivering the Support and the Financial Guidance You Need We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed...

 

Tuesday, March 17, 2020

Fears over the spread of COVID-19 (coronavirus) have gripped the country and sent stocks in the US and around the world into bear markets. Thursday’s nearly 10% and Monday's nearly 12% declines in the S&P 500 Index were some of...

 

Friday, March 6, 2020

It’s been a tough week. The number of coronavirus cases have continued to increase globally, and new cases have been confirmed in the United States. Countries are making progress with containment, but those efforts also have...

 

Monday, February 24, 2020

Congratulations to our Managing Director of Retirement Planning - Brad B. Harris, AIF®, for his 13 years of excellence with Perennial Financial Services!

 

Friday, December 6, 2019

Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. AT LPL RESEARCH, as we look forward to the year 2020 and a new decade, some key trends and market signals will be important to watch, including progress on U.S...

 

Tuesday, July 2, 2019

July 2, 2004 was a Friday, under the sign of Cancer. The US president was George W. Bush. In that special week of July people in the US were listening to Burn by Usher. The Bourne Supremacy, directed by Paul Greengrass, was one of the...

 

Tuesday, June 25, 2019

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Tuesday, June 11, 2019

Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as the United States and China failed to reach a trade deal and escalated tariff tensions. The United...

 

Thursday, February 21, 2019

 

Thursday, October 25, 2018

October has been a rough month for equities, but then again it’s historically been one of the most volatile periods of the year. “October is known for volatility, and we’ve sure seen it so far,” explained Senior...

 

Wednesday, October 10, 2018

The volatility that is often associated with the month of October has arrived with the market sell-off on Wednesday, October 10. Experiencing market declines and increased volatility can be unnerving for any investor, but if we can...

 

Friday, December 15, 2017

Where are we in the current economic cycle? Why may fiscal support and better business fundamentals be key themes in 2018? Hear from LPL Financial's Chief Investment Officer Burt White and Chief Investment Strategist John Lynch in LPL...

 

Tuesday, July 19, 2016

At the midyear point of 2016, LPL Research proposes a vote of confidence: in the economy, the market, and most importantly, in our ability as investors to remain focused on our long-term goals. This is not always easy. We may be...

 

Wednesday, December 16, 2015

The events of today bring one word to mind: finally. Earlier today, the Federal Reserve (Fed) finally raised the target for the federal funds rate by 0.25%. By raising this key overnight borrowing rate, the Fed raised interest rates...

 

Monday, August 24, 2015

August brings with it the end of summer, but in recent years, bouts of stock market volatility have been common. It is quite normal for stock prices to decline at some point almost every year. In 30 of the 34 calendar...

 

Wednesday, August 12, 2015

Only 48% of Americans say they think they are saving enough. And 30% feel that they are not even slightly confident that they are saving enough for retirement. That finding comes from the 2015 Consumer Financial...

 

Wednesday, July 1, 2015

 

Tuesday, June 16, 2015

Do we really want to retire at 65? Not according to the latest annual retirement survey from the Transamerica Center for Retirement Studies which gauges the outlook of American workers. It found that 51% of us plan to...

 

Thursday, May 28, 2015

Many younger Americans lack life insurance. A 2014 report from insurance industry analyst LIMRA found that only a third of Gen Y Americans have any life insurance coverage. In the same survey of 6,000 respondents, six in...

 

Friday, May 8, 2015

Numerous articles have mentioned the obstacles women can face as they save for retirement. Turning from the negative, here are some positive factors that may help women save more...

 

Thursday, April 23, 2015

A new study asserts that women feel uncomfortable discussing financial matters. The latest Money FIT Study from Fidelity Investments is generating some conversation within the financial industry. The investment giant...

 

Thursday, April 9, 2015

Financially speaking, how many Americans are truly on track to retire? A recently published white paper suggests that about half of us are approaching our “third acts” with faulty assumptions. Perception differs...

 

Thursday, September 18, 2014

Thirty-nine percent of American households have no life insurance at all, according to LIMRA, which keeps close tabs on the life insurance industry.In the same survey, half of all American households...

 

Tuesday, August 26, 2014

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work,...

 

Friday, August 1, 2014

 

Tuesday, March 1, 2011

Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important,...

 

Friday, October 1, 2010

This year has continued to challenge many business owners as they wade through these challenging economic times. By looking beyond the current difficult environment many business owners can prosper by planning for the...

 

Friday, October 1, 2010

We are over one decade into the twenty first century and what do we have to show for it? From an investment perspective: next to nothing. The perennial money makers -- stocks and real estate –...

 

Thursday, July 1, 2010

As a new contributor to this unique magazine I want to offer a heartfelt thanks to our wonderful publisher Suzanne Takowsky for the opportunity. I look forward to offering insightful and timely articles dealing with...