Timely Market Communications

Weekly Market Commentary

Our first priority is our clients.  With LPL's weekly commentary, we can offer insights into domestic and global financial markets, events, policy actions, and geopolitical impacts.

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Midyear Outlook 2020

Midyear Outlook 2020

Westgate's Managing Parnter, Ian Hartley shares some remarks as LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times.  The Midyear Outlook 2020: The Trail to Recovery is here to guide us on the path to economic and market recovery and what to expect in the 2020 elections.  Use the Executive Summary to summarize the perspective, or view the full and complete publication below.


This research material has been prepared by LPL Financial LLC.  #1-05032583 (Exp. 07/21)

View the complete publication
Market update letter 7-2-20

Market update letter 7-2-20

While we continue the fight of COVID-19, the U.S. economy appears to be turning a corner with hopes of better times ahead.  Managing Partner, Ian Hartley shares some remarks.


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Market Update 6-5-20

Market Update 6-5-20

We are encouraged by the recent strength of the financial markets as they appear to look beyond continued economic weakness.


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Retirement Plan Loans and Withdrawals

Retirement Plan Loans and Withdrawals

During difficult economic times it is tempting to tap into your retirement plan for a loan or hardship withdrawal. But is it a good idea?

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Harnessing Stress for a Happier Retirement

Harnessing Stress for a Happier Retirement

Did you miss our 2nd Quarter Educational Webcast?  Learn more about the science behind stress, finding more positive stress, and financial fitness.

As always, please contact us with your retirement planning questions and investment concerns.

Worksheet: Stress Audit and Action Steps


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Watch the REPLAY here
Investors like labels

Investors like labels

An update reminder that the stock market looks ahead and to focus on the future.

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Let's recap last month...

Let's recap last month...

An informative review on April 2020 in the U.S. Markets, World Markets, and indicators such as employment, retails sales, and Consumer Price Index.

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Navigating Market Volatility

Navigating Market Volatility

We recognize the concerns you may have when it comes to financial health.  We have created a short recorded webinar with timely tips and actions that you can implement. 

Some of the topics include:

  • The importance of having a plan
  • How to avoid common pitfalls
  • Six things you can do right now

As always, please contact us with your retirement planning concerns and investment questions.

(We respect your privacy and your registration information is only used to view this recording)

Click here to view webinar recording
"Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach.

"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.  Managing Partner, Ian Hartley shares some remarks.

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Where the market is headed?

Where the market is headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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When you reach the end of the rope, tie a knot....

When you reach the end of the rope, tie a knot....

The month of March had the market spinning rather quickly.  While it may take some time for recovery, let's recap where we landed.

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March recap
CARES Act FAQ

CARES Act FAQ

The CARES Act contains a few key provisions designed to assist retirement plan participants and IRA account holders. Here are some frequently asked questions regarding these key provisions.

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Legislation update

Legislation update

March 27, 2020 - Passed Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”) contains some assistance for retirement plans and participants.

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When the going gets tough: Remember the long game

When the going gets tough: Remember the long game

No matter where you are on the path to retirement, it’s important to keep the following four things in mind when the markets become painful to watch.

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Avoiding COVID-19 scams

Avoiding COVID-19 scams

Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes.

Use these tips to identify and avoid scams
Take advantage of the market's ups and downs

Take advantage of the market's ups and downs

How do the ups and downs of the market affect you?

When we let emotions influence our investment decisions, market ups and downs may result in many people buying high and selling low.

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3-19-20 Letter to our clients

3-19-20 Letter to our clients

Our everyday lives have changed dramatically over the last few weeks as we work together to minimize the impact of the COVID-19 pandemic.

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Smart things to do in a down market

Smart things to do in a down market

One of the most unsettling aspects of market downturns is the fact they are out of your control.

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