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
October 14, 2019
Weekly Market Commentary:
Weekly Market Performance:
Portfolio Compass (Monthly):
September 18, 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.
Evaluations and Opportunities | Bob Carey, Market Commentary | First Trust
7 Essential Habits of Highly Confident Retirees, BlackRock
Third Quarter 2019 Quarterly Market Update with Dirk Hofschire | Fidelity Investments
Street View: Midyear 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 Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets
The LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is here to provide economic and market guidance as well as investment recommendations to help us navigate the second half of 2019.
LPL Financial Research believes that even as investors face prospects for periodic bouts of volatility, emphasizing fundamentals will remain critical for making effective investment decisions. LPL Financial Research’s Midyear Outlook 2019 provides updated views of current fundamentals and factors that should persist as shorter-term concerns fade, and emphasizes four primary pillars for fundamental investing – policy, the economy, fixed income, and equities. As headlines change, look to these pillars and LPL Financial Research’s Midyear Outlook 2019 to help provide perspective on what really matters in the markets.
Read more about LPL Research’s forecasts and key themes in the full publication.
IMPORTANT DISCLOSURES
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. This research material has been prepared by LPL Financial LLC.
Tracking #1-866752 (Exp. 12/19)
Important Planning Numbers for 2019
Click below for printable versions of some important Retirement and Medicare numbers for tax year 2019.
Helpful Links
Below are some websites that are useful references to help supplement the planning process.
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.
Financial Planning Calculators