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!

LPL Financial Research Reports

Daily Market Update

Weekly Market Commentary:

Weekly Market Performance:

Global Portfolio Strategy (Monthly)
December 2021

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.

5000, Wesbury 101, Economic Commentary | First Trust

Please call your advisor(s) to discuss any of the topics presented in these videos, and how these themes might affect your portfolios.

LPL Financial Research Outlook 2022: Passing the Baton

LPL Research Outlook 2022: Passing the Baton delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2022.

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.

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 Outlook 2022: Passing the Baton publication for additional description and disclosure. This research material has been prepared by LPL Financial LLC.
Tracking # 1-05155985 (Exp. 07/22)

Important Planning Numbers for 2022

Click below for printable versions of some important Retirement and Medicare numbers for tax year 2022.

2022 Medicare Planning Numbers

2022 Retirement Planning Numbers

Helpful Links

Below are some websites that are useful references to help supplement the planning process.

Social Security Administration

Internal Revenue Service

Access your account(s) via LPL Account View

Access AssetMark account(s) via eWealthManager

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.

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.