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
August 7, 2020
Weekly Market Commentary:
Weekly Market Performance:
Global Portfolio Strategy (Monthly)
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.
Corona Virus, Stocks and the Economy | Wesbury 101, Economic Commentary | First Trust
Green Shoots in the Road Ahead, LPL Financial
Second Quarter 2020 Quarterly Market Update with Denise Chisholm | Fidelity Investments
LPL Research Midyear Outlook 2020 in Charts | 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.
Midyear Outlook 2020: The Trail to Recovery
The LPL Research Midyear Outlook 2020: The Trail to Recovery is here to guide us on the path to economic and market recovery and what to expect in the 2020 elections.
LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. Use our Midyear Outlook 2020 to chart a path to eventual economic and market recovery. Plus, learn how stocks may predict the next president!
It’s still going to be a challenging environment with significant uncertainty that may lead to more volatility for the next few months, especially with the highly anticipated presidential election in November. Still, we continue to encourage investors to focus on the fundamental drivers of investment returns and their long-term financial goals.
LPL Research’s Midyear Outlook 2020 provides our updated views of the pillars for investing—the economy, stocks, and bonds. As the headlines change daily, we encourage you to continue to look to these pillars as trail markers on your investment journey, and to the Midyear Outlook 2020 to help provide perspective on facing these challenges now and preparing to move forward together.
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 your clients. Any economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful. This research material has been prepared by LPL Financial LLC.
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Important Planning Numbers for 2020
Click below for printable versions of some important Retirement and Medicare numbers for tax year 2020.
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.
Financial Planning Calculators