Broker Check

Useful Links

Outlook 2024: A Turning Point

Outlook 2024: A Turning Point

In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic stimulus wanes. And the end of the Federal Reserve’s (Fed) rate-hiking campaign is indeed upon us.

Where the last two years had investors focused on inflation, market volatility, and striving for a sense of economic balance, we now can expect to see some return to the previous status quo—that is, a less-stringent Fed, normalizing inflation, and a slower growth environment. We’ve seen indications of this reset—receding inflation, rates stabilizing, more modest equity market performance, and go-forward economic forecasts that have been dwindling. From LPL Research’s perspective, this turning point for the markets and economic landscape can be characterized as a return to familiar economic and market patterns, leaving behind the volatility of policy and economic swings experienced in recent years, and moving toward a steadier environment.

LPL Research’s Outlook 2024: A Turning Point provides insight and analysis into next year’s opportunities, challenges, and potential surprises. We understand that making progress toward long-term financial goals requires a strong plan and sound advice. The insights in this report, combined with guidance from me, will help position you to navigate this turning point and work toward achieving your objectives.


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 2024: A Turning Point publication for additional description and disclosure. This research material has been prepared by LPL Financial LLC.

Tracking # 512569 (Exp. 12/24)

Learn more


                                                                                                                                                                                                                                                              



<strong>DAN WILBURN HONORED AS ONE OF LPL FINANCIAL&#8217;S TOP FINANCIAL ADVISORS</strong>

DAN WILBURN HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

Valparaiso, IN -— February 10, 2022 — Dan Wilburn, an independent LPL Financial advisor at R. B. Smith Company in Valparaiso, today announced his inclusion in LPL’s Chairman’s Club. This elite award is presented to less than 4% of the firm’s more than 19,000 financial advisors nationwide*.

“I congratulate Dan on behalf of LPL,” said Angela Xavier, LPL executive vice president, Independent Advisor Services “We are inspired by his dedication to clients and strong commitment to helping them work toward their financial goals. It is an honor to support Dan with robust resources, integrated capabilities and differentiated service experiences designed to help him run a thriving practice. We wish Dan and his entire team continued success as they create meaningful impact in the lives of their clients in the years ahead.” Wilburn is affiliated with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.

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 more than 19,000 financial advisors, 800 institution-based investment programs and 450 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 June 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 500 as of June 2021
*Achievement is based on annual production among LPL Advisors only.
Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.
Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. 

Press Release


                                                                                                                                                                                                                                                              



Outlook 2023: Finding Balance

Outlook 2023: Finding Balance

LPL Research Outlook 2023 : Finding Balance

Learn more


                                                                                                                                                                                                                                                              



The Second Year Of The Bull Market Begins

The Second Year Of The Bull Market Begins

LPL Research discusses the end of the bear market and the trends of a bull market in year two. 

We take a look back at what happened last March, while also examining how previous bull markets did during the second year of their existence.

Incredibly, the S&P 500 has increased more than 74.9% since the lows a year ago (as of March 19, 2021), making it the best start to a bull market ever. After such a strong first year, where might this bull market go in its second year?

Learn more


                                                                                                                                                                                                                                                              



Earlier Posts



                                                                                                                                                                                                                                                              



5 Charts We Are Watching

5 Charts We Are Watching

There have been many charts and data sets that we have been paying attention to the last several weeks. Here LPL Research shows the charts in their Top 5 worth watching.

Learn more


                                                                                                                                                                                                                                                              



Election Charts You Need To See: Part 1

Election Charts You Need To See: Part 1

One of the top requests at LPL Research is for more charts on the election. Click the link below to see some of our favorite charts on this very important subject.

Learn more


                                                                                                                                                                                                                                                              



LPL Research: Street View Video

LPL Street View: The Most Powerful Force in US Politics


What do the distance to the sun and the US presidential election have in common? LPL Financial Research CIO Burt White talks about the impact the most powerful force in US politics can have on an election.


                                                                                                                                                                                                                                                              



Midyear Outlook 2020: The Trail To Recovery

Midyear Outlook 2020: The Trail To Recovery

LPL Research's Midyear Outlook 2020 provides our updated views of the pillars for investing-the economy, bonds, and stocks.

Click Here! To access Midyear Outlook 2020 as a PDF Document.

Interactive Digital Booklet


                                                                                                                                                                                                                                                              



LPL Research: Street View Video

Why Did God Create Economist?


... To make weathermen look good.

LPL Research Senior Market Strategist Ryan Detrick talks about recent improvements in the economy and strong economic data.


                                                                                                                                                                                                                                                              



The CARES Act Key Components

CLICK BELOW TO ACCESS PDF:

CARES_Act_Key_Components_Overview.pdf

The Coronavirus Aid, Relief and Recovery Act

04/03/2020

Dear Valued Clients,

I hope this note finds you and those around you safe and healthy during this unprecedented time. You may be aware at the end of March, President Trump signed the Coronavirus Aid, Relief and Economic Security (CARES) Act and it is now law. This is the third piece of legislation that Congress has passed to help Americans deal with the economic impacts of the coronavirus outbreak.

This historic and sweeping legislation was created to help keep workers paid and employed, allows businesses to remain operational and makes necessary health care system enhancements to stabilize the economy. We want to make sure you are aware of certain provisions designed to help you.

  • Retirement Assistance – Retirement plan withdrawals for COVID-19 affected individuals, access to plan loans, waiver of RMDs for 2020 and allowance for plan amendments
  • Individual Assistance – 2020 tax recovery rebates for incomes up to $99,000 for singles and $198,000 for married couples
  • Small Business Assistance – Paycheck protection program, loan assistance, loan forgiveness, employee retention credit and tax benefits

Attached is a one page overview of these key provisions and FAQs related to each of the key highlights.

We’re here for you via phone or email and look forward to discussing the CARES Act or answering any other questions to help you with your financial needs.

Please feel free to contact me at (219) 462-3630 any time.

Sincerly,

Dan Wilburn


                                                                                                                                                                                                                                                              



We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know.

Market News

Financial Calculators

Stock Information

Market Information

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.