From the Desk of Ryan Beamon

Change The World Your Way: The CWS Year-End Charitable Giving Guide

As the year is quickly wrapping up, many people are looking for ways to make a difference while also maximizing their tax benefits. Year-end charitable giving is a powerful opportunity to both support causes you care about and potentially reduce your taxable income....

A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024

To say the U.S. economy has been difficult to read is an understatement. From generationally high inflation and interest rates to concerns about the labor market, it’s no wonder consumers are unsure about the overall health of the economy.

High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024

LPL Research’s Outlook 2025: Pragmatic Optimism will be released tomorrow and available on LPL.com. Here we just provide an appetizer before the main course and share some of the stock and bond market themes covered in the full publication.