Jeff Kendall, CFP®

Blog

A Stock Market Lesson to Remember

In the stock market, confidence can quickly erode – but it can also quickly emerge. That should not be forgotten. There have been many times when economic and business conditions looked...
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Key Provisons of the CARES Act

Recently, the $2 trillion Coronavirus Aid, Relief, and Economic Security Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit...
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Should You Care What the Financial Markets Do Each Day?

Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also manifests itself in the financial markets.
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New IRS Contribution Limits

The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020.
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The SECURE Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules...
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VIDEO - Street View Special Extended Edition: Outlook 2020 Video

LPL Financial Research EVP and Chief Market Strategist John Lynch details Outlook 2020 investment insights and market guidance in a video format, using the Outlook 2020 charts and explaining what the data means for investors.
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Outlook 2020 - Bringing Markets into Focus

Outlook 2020 - Bringing Markets into Focus
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The Sequence of Returns

What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing for the future, what kind of impact do these deviations...
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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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