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The Wealth Health Connection

As a Certified Financial Planner ®, I often discuss the importance of  planning for health care expenses in retirement.  What I overlooked, until now, was how important having good health in retirement is to many and the connection between wealth…

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The Importance of Trustee Selection

Years ago, while I was still practicing law full-time, I was hired to help administer the trust of a man from my church that recently died.  The trustee was one of the man's sons. I thought it would be fairly…

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Long-Term Care Insurance Update

The Centers for Medicaid and Medicare services Medicare Handbook reports that  seven out ten people will need some kind of long-term care (LTC).  A recent Nationwide Retirement Institute poll found that only 14% of adults aged fifty and older have…

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Investing and The Rule of 72

Investor behavior has become the subject of quite a bit of study the past several years.  There even is a name for it-Behavioral Finance.  As academic people often do, a whole terminology has been invented to describe the psychology behind…

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Combating Elder Abuse

     One disturbing thing that I have seen as an attorney and financial advisor is the frequency that older Americans are financially victimized by others.  This comes in the form of strangers that prey on the elderly with fraudulent schemes…

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The Fiduciary Standard

  If you haven't heard, the relationship between the investing public and their advisors is undergoing some significant changes. That change has to do with the level of care advisors must apply when making recommendations to clients.  A great number…

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Take Control of Your Financial World

     I am pleased and excited to announce the introduction of a new technology platform at Jones & Company that will allow users to pull all of their financial accounts together in one secure location.  Whether it is your bank…

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Overcoming The Fear of Losing Money

     J.P. Morgan Publishes a quarterly Guide to the Markets that contains dozens of charts on the state of the economy and investing. Among the charts is one that details the amount of money held in retail savings accounts and…

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Rise of the Robos

Despite all the talk about Robo Advisors and automated investing platforms, I am a firm believer that there is no substitute for a real, live advisor.  Having said that, technology is rapidly changing the the financial services industry and for…

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About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 400 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Jones & Company and LPL Financial are separate companies.

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