Hi Everyone, Tax season is upon us, markets are rebounding from January and we've got a few things to focus on to make the most of 2014. ~Susan Taxes - 1099s LPL Financial will have 1099 forms out to my clients this week. You may be able to download and print from your account view access too. Let me know if you need help. You can expect to see mutual fund distributions including short and long-term gains. Last year was a good … [Read more...]

Hi Everyone, I certainly hope fun events like the Open and the Super Bowl kept you from worrying about the current "cold" hitting the U.S. equity markets. Here's our reasoning. ~Susan Thawing Out Thankfully, the January chill will subside and financial markets are likely to thaw along with it. The U.S. economy, by far the world's largest, remains resilient. The weaker-than-expected December 2013 jobs report has not been … [Read more...]