5 days ago
Updates to Your LPL Statements
We are excited to announce that LPL is rolling out new enhancements to your account statements aimed at providing you with even greater transparency and clarity. In this informative video,...
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September 21, 2023
Secure Act 2.0: Provisions Effective in 2024
Join Jason Hatley for this week’s educational episode, where he reviews the latest updates from Secure Act 2.0 that will go into effect starting in 2024. He goes over the...
September 13, 2023
Secure Act 2.0: What’s New for 2023
Stay informed on the latest updates from Secure Act 2.0 with this week’s educational episode. In this episode, Jason Hatley breaks down some of the new rules, such as RMD...
August 24, 2023
Understanding the Four Types of Inflation
In this educational episode, Ty Miller takes a deep dive into inflation, stagflation, hyperinflation, and deflation. He explains what each of them means and how they impact the economy differently....
August 2, 2023
Artificial Intelligence and the Global Economy
Watch this educational episode to hear Ashley Page talk about the global economic impact that AI could have over the next ten years as well as what pros and cons...
July 24, 2023
Money Market Stimulus
In this educational episode, Trey Booth discusses interest paid to investors from money market accounts and explains how those funds could be used to stimulate the economy. Trey Booth,...
July 12, 2023
Annuity Basics
Watch this week's educational episode to hear Ty Miller go over the different types of annuities and explain the importance of each one. Ty Miller Associate Vice President Wealth...
July 6, 2023
Major Decisions for Your Estate Plan
In this educational episode, Mark Hume goes over several vital things you need to know about your estate plan, no matter what stage of life you’re in. Watch or...
June 29, 2023
Stock Indexes Explained
In this educational episode, Trey Booth and Ty Miller go over some of the stock market's main indexes and the differences between them. Trey Booth, CFA®, AIF® Chief Investment...
June 22, 2023
Will AI Replace Human Advisors?
Watch this week's educational episode to hear Greg Powell and Mark Hume discuss artificial intelligence and how it could play a future role in the finance industry. ...