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Christopher Demarest | Jul 10, 2024

Your Emergency Fund: How Much Is Enough?

Personal Finance
Saving
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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woman sitting on wheelchair by Raychan courtesy of Unsplash.
Christopher Demarest | Jul 10, 2024

Caring for Aging Parents

Retirement
As our nation ages, many Americans are turning their attention to caring for aging parents.
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Christopher Demarest | Jul 3, 2024

Midyear Outlook 2024: Still Waiting for the Turn

Research
Get inside perspective from LPL Research as we navigate the economy and markets through the end of 2024.
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Christopher Demarest | Jul 3, 2024

Understanding Your Home's Tax Basis and Capital Improvements

Real Estate

When it comes time to sell your home, understanding the concept of tax basis is crucial. Your home’s tax basis is essentially the amount used to calculate any

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Christopher Demarest | Jul 2, 2024

Monthly Observations from CIO, Chris Zaccarelli

Market Commentary
Chris Zaccarelli's Monthly Observations for June 2024.
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Christopher Demarest | Jun 27, 2024

What Happens If You Die Without a Will?

Estate Planning
Financial Planning
What happens to your assets and loved ones when you die intestate, or without a will?
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people biking on road and different vehicles viewing United States Capitol during daytime screenshot by Andy Feliciotti courtesy of Unsplash.
Christopher Demarest | Jun 27, 2024

The 2024 Presidential Election and the Stock Market

Financial Planning
Personal Finance
Investors may think that having a Democrat or Republican sitting in the Oval Office plays better in the stock market. US history suggests otherwise.
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Christopher Demarest | Jun 5, 2024

The Parent’s Guide to Cosigning a Private Student Loan

Financial Planning
Personal Finance
For many parents, cosigning a private student loan for their child may be necessary to cover college expenses.
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a woman sitting in a car with a steering wheel by Jan Baborák courtesy of Unsplash.
Christopher Demarest | Jun 5, 2024

Buying Auto Insurance For Teen Drivers

Insurance
Driving may be a rite of passage for teenagers, but for parents, having a teenage driver can be stressful and expensive.
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Christopher Demarest | May 31, 2024

What Do Your Taxes Pay For?

Tax Planning
Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money.
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man wearing gray and black crew-neck shirt standing and looking out window by Hamish Duncan courtesy of Unsplash.
Christopher Demarest | May 31, 2024

Diversification, Patience, and Consistency

Investing
Regardless of how the markets may perform, consider making these three tools part of your investment philosophy.
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Christopher Demarest | May 31, 2024

Don't Sell Shares- Try Gifting Them Instead

Investing
Personal Finance
Why sell shares when you can gift them?
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