Helpful Resources for Financial Planning

HighPoint Advisors has several financial resources to provide the best financial advice. Whether you’re looking for the right investments or need a reliable insurance provider, we have the tools you need to help you succeed in the market. Contact us for more information!

Trusted Partner Insights

Hand-picked by the team at HighPoint Advisors, LLC

Here you will find timely, relevant articles and insights from our trusted partners. These updates offer a glimpse into the regular market and economic commentary that comes across our desks, helping to keep you informed and ahead of trends.

Recent Articles by Our Trusted Partners:

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.

2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations

LPL Research’s 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations delivers market insights on what we can expect from the economy, stocks, bonds, and more through year end.

Read more about our forecasts and key themes on our blog. To read the full publication, 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 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations for additional description and disclosure. This research material has been prepared by LPL Financial LLC.

Tracking #762971 | LPLE #762973 (Exp. 07/26)

Important Planning Numbers for 2025

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

Ocean beach waves washing over the number 2024 and leaving the number 2025 written in the sand.

2025 Income Tax Key Numbers

2025 Retirement Planning Key Numbers

Helpful Links

Below are some useful websites 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, 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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