Helpful Resources for Financial Planning

Timely Video Insights

Below are a few recent updates on the economy & markets, delivered in video format. We rotate these videos frequently to ensure we deliver relevant content that matters to you and your financial world.
Please call your advisor(s) to discuss any topics presented in these videos and how these themes might affect your portfolios.

LPL Financial Midyear Outlook 2024: Still Waiting for the Turn

We are excited to share LPL Research’s 2024 Midyear Outlook. From stocks and the economy, to geopolitics, the election and more, it delivers perspective on what could be in store for the rest of 2024.

Read more about our forecasts and key themes on our blog. To read the full publication, view the digital version or download the printable version – long form. If you prefer a summary – printable version – short form

IMPORTANT DISCLOSURES

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. The economic forecasts may not develop as predicted. Please read the full 2024 Midyear Outlook: Still Waiting for the Turn for additional description and disclosure. This research material has been prepared by LPL Financial LLC.

Tracking # 596793 (Exp. 7/25)

Important Planning Numbers for 2025

Click below for printable versions of important retirement and income tax numbers for 2025.

HighPoint Advisors Monthly Newsletter

We send our Newsletter electronically every month to all clients that have requested it.

Signup for the newsletter at the bottom of any page on our site, or click HERE.

These timely quick reads shed light on some areas that don’t always come up in our regular client meetings. We aim 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.
Tracking # 1-05345338 (Exp. 12/23)
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