Advisor Dialog

Weekly Research, May 7th 2013

Posted 05/7/13 by

Here is the latest LPL Financial research on the stock market, bond market and american economy. Weekly Market Commentary Weekly Economic Commentary Weekly Bond Market Commentary

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2 Common Investments with Uncommon Tax Benefits

Posted 04/4/13 by pocket-watch

A common question we receive at Prosperion is “where all the tax-advantaged investments?” Specifically there are two under-appreciated and often overlooked investment strategies I’d like to discuss, municipal bonds and dividends.

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Starbucks in Vietnam – Why Perspective Matters

Posted 02/21/13 by perspective

Did you heard the one about the shadow of the “DOW 14,000”? What is this some sort of financial groundhog day? I believe having the right perspective influences how we interpret the world and is key to seeing all the opportunity around us.

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Prosper On: 2012 Wrap Up

Posted 12/19/12 by christmas

Rather than provide the standard yearly wrap up, I thought it would be best to address the two most frequent questions I’ve been receiving. First, what was surprising about 2012? Second, what’s the outlook for 2013?

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Prosper On: Time to Get to Work

Posted 11/12/12 by pile-of-papers

With the 2012 election over and a familiar face in office it’s time to get to work. We are, and always have been, a land of opportunity for those willing to put in the time and sweat. Now is the time to make it happen.

So what do we need to do?

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