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
June 24, 2019
Weekly Economic Commentary:
Weekly Market Commentary:
End of Week Update:
Portfolio Compass (Monthly):
June 20, 2019
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.
Same Old Song and Dance | Bob Carey, Market Commentary | First Trust
7 Essential Habits of Highly Confident Retirees , BlackRock
Second Quarter 2019 Quarterly Sector Update with Denise Chisholm | Fidelity Investments
Outlook 2019 | 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 Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets
LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is filled with investment insights and market guidance for the year ahead.
LPL Research believes the following three themes will be key to the markets:
- Sustaining growth via fiscal policy. We expect the ongoing impact of fiscal stimulus will be readily apparent in 2019 and that policy will continue to play an important role for the economy and financial markets—potentially extending the duration of the current business cycle.
- Creating opportunity amid rising volatility. We believe any bouts of market volatility should be embraced—not feared—by suitable investors as an opportunity to rebalance portfolios toward targeted allocations.
- Fundamentals in focus. This economic and market cycle may have more room to run, driven by the fundamentals supporting economic growth and strong corporate profits. Depending on the measures, we believe this cycle may prove to be the longest in history. Risks such as trade uncertainty, slowing global growth, and geopolitics do require careful monitoring, however, for their potential impact on the markets and economy.
“We do not anticipate a recession in 2019, thanks to the fundamentally driven economic momentum, combined with fiscal incentives and government spending programs on tap for the coming year,” said Executive Vice President and Chief Investment Strategist John Lynch. “We encourage investors, where appropriate, to base any investment decisions on the fundamentals rather than acting on speculative headlines, especially as the cycle matures and the 2020 presidential election now comes into increased focus.”
Armed with the investment insights of LPL Research’s Outlook 2019, and supported by the guidance of a trusted financial advisor, we expect investors can remain prepared for investment opportunities ahead. Read more about our forecasts and key themes in the full publication.
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. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
This research material has been prepared by LPL Financial LLC.
Tracking #1-803550 (Exp. 12/20)
Important Planning Numbers for 2019
Click below for printable versions of some important Retirement and Medicare numbers for tax year 2019.
Below are some websites that are useful references to help supplement the planning process.
HighPoint Advisors Monthly Newsletter
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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.