April 2020 Newsletter

What About That Relief Package? Almost too much to cover! In fact, I want to simply make sure you’re aware of this abbreviated list of benefits: Small Business Programs * Penalty-Free Distributions * Waiver of RMD Requirements * Delayed 2020 Tax Filing *...

March 2020 Newsletter

The Latest LPL Research Productivity picks up, and why that is important in this Research Update Service Spotlight Unless you were contacted otherwise, your 1099 has been mailed. Remember, if you need a copy for your CPA/tax preparer and haven’t received it in...

LPL Financial Research Q4 2019 Earnings Season Dashboard

With just 45 S&P 500 Index companies having reported, fourth quarter 2019 earnings growth is tracking to a 2.4% yearover-year decline on 2.5% revenue growth. It’s early in the season, but the slight increase in 2020 S&P 500 earnings estimates since December...