Jeff Kendall, CFP®


An Estate Planning Checklist

An Estate Planning Checklist What to check (and double-check).  
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Raising Healthy Children

One of the greatest legacies any parent can give a child is a framework for living an enduring, healthy lifestyle. It is hard to underestimate the power that parents have on their children’s development, which is why parenting is such a profound responsibility. The attitudes and habits formed in childhood can determine your child’s health in their adult years. Here are some ideas for parents who are looking to raise healthy children who grow up to be healthy adults.
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Insurance Needs when Married with Children

A growing family, by definition, means growing financial obligations – both in the present and in the future. Raising children can increase your insurance needs and heightens the urgency for being properly prepared.
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VIDEO - LPL's Street View - The Dog Days of Summer Have Arrived

LPL Financial Research Chief Investment Strategist John Lynch discusses market volatility, perspectives on the pullback, and the dog days of summer. Tracking #1-881461
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Diversification, Patience, and Consistency

Diversification, Patience, and Consistency - Three important factors when it comes to your financial life. Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification, Patience, Consistency
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LPL’s Midyear Outlook

WHEN WE  RELEASED our Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets in December 2018, financial markets were in disarray. Global investors were scared by uncertain monetary policy, fiscal and legislative discord, slowing economic growth, and slackening corporate profits. Despite the increased volatility, we continued to believe that market and economic fundamentals remained generally sound.Read more....
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