Access Resources for Financial Planning in Syracuse
HighPoint Advisors has a number of financial resources at your disposal in order to provide you the best financial advice. Whether you’re looking for the right investments or are in need of a reliable insurance provider, we have the tools you need to help you succeed in the market. Contact us for more information!
Latest Video Market Updates
LPL Financial Research Reports
October 23, 2018
Weekly Economic Commentary:
Weekly Market Commentary:
Portfolio Compass:
Week of October 22, 2018
Timely Video Insights
Below are a few recent updates on the economy & markets, delivered in video format. We rotate these videos frequently to ensure that we are delivering relevant content that matters to you and your financial world.
Optimism at a 20 Year High | Bob Carey, Market Commentary | First Trust
7 Essential Habits of Highly Confident Retirees , BlackRock
Third Quarter 2018 Quarterly Sector Update with Denise Chisholm | Fidelity Investments
Midyear Outlook 2018: The Plot Thickens | LPL Research
Please call your advisor(s) to discuss any of the topics presented in these videos, and how these themes might affect your portfolios.
LPL Research Midyear Outlook 2018: The Plot Thickens
Presenting the LPL Research Midyear Outlook 2018: The Plot Thickens, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead.
When we as investors began 2018, we were tuned in to the recent fiscal policy changes that were expected to propel economic activity and the financial markets higher in the coming year. The handoff in leadership from monetary policy to fiscal policy was well underway as a driver of consumer spending, business investment, and corporate profits. Instead of depending on the Federal Reserve (Fed) to move this expansion forward, fiscal incentives are now critical for continued growth, with the new tax law taking the lead.
Although we expect continued growth, there is also the potential for greater market sensitivity due to the late cycle concerns that can emerge when the economy is doing well. So indeed, the plot has thickened. But that doesn’t mean we’ve taken a turn for the worse. The underlying forces are still forging ahead and this expansion and bull market have not been defeated. Right now, there are many positive fundamentals, like business investment and corporate profits, supporting economic growth and potential market gains.
Armed with the investment insights of LPL Research’s Midyear Outlook 2018, and supported by the guidance of a trusted financial advisor, we expect investors can remain optimistic about what’s ahead for their investment portfolios. Read more about our forecasts and key themes to watch in the full publication. This guidance and investment insight can benefit investors in their search for long-term success. Download your copy today!
IMPORTANT DISCLOSURES
The opinions voiced in this material are for general information only and are not intended to provide or be construed as providing specific investment advice or recommendations for any individual security. The economic forecasts set forth in the presentation may not develop as predicted. Past performance is no guarantee of future results. This research material has been prepared by LPL Financial LLC. Tracking #1-747597 (Exp. 01/19)
Important Planning Numbers for 2018
Click below for printable versions of some important Retirement and Medicare numbers for tax year 2018.
Helpful Links
Below are some websites that are useful references to help supplement the planning process.
HighPoint Advisors Monthly Newsletter
We send our Newsletter electronically every month to all clients that have requested it.
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These are timely quick reads that shed light on some areas that don’t always come up in our regular client meetings. Our aim is to keep you well informed, and these newsletters serve as a compliment to the ongoing advice that we provide.
Click HERE to see a sample newsletter.