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  • Financial Insights

    CORPORATE TRANSPARENCY ACT HALTED: WHAT IT MEANS FOR BUSINESSES

    December 12, 2024 - The Corporate Transparency Act, designed to combat financial crimes by increasing corporate ownership transparency, is now on hold due to legal challenges. Learn what this means for businesses and the next steps they should take.

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  • Financial Insights

    SMART TIPS TO TRAVEL WITHOUT HURTING YOUR FINANCIAL GOALS

    December 2, 2024 - Discover how to make the most of Travel Tuesday deals while staying on track with your financial goals. From budgeting tips to leveraging travel rewards, this guide will help you plan smarter for your next adventure!

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  • Financial Insights

    3 REASONS INVESTORS CAN BE THANKFUL

    November 26, 2024 - 2024 has been a remarkable year for investors, with strong stock market returns, easing inflation, and a resilient economy to celebrate. As we reflect this holiday season, it's a perfect time to focus on the positives and ensure portfolios are aligned with long-term financial goals. Discover three key reasons investors can feel thankful this year.

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  • Financial Insights

    HOW THE UPCOMING 2024 ELECTION IMPACTS FINANCIAL PLANS

    October 30, 2024 - Explore how the 2024 presidential election between Trump and Harris could reshape taxes, trade, and financial planning. From potential policy shifts to long-term economic impacts, prepare your investments for the road ahead.

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  • Financial Insights

    HOW RETIREES CAN NAVIGATE COST OF LIVING CHALLENGES

    October 23, 2024 - As inflation and rising costs challenge retirement planning, understanding portfolio management and Social Security adjustments becomes essential for financial security. This article explores strategies retirees can consider to help maintain their financial stability over time.

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  • Financial Insights

    YEAR-END TAX PLANNING: TOP STRATEGIES TO MAXIMIZE SAVINGS FOR 2024

    October 16, 2024 - With the year nearing its end, now is the ideal time to fine-tune your tax strategy for maximum savings. From retirement contributions to tax-loss harvesting, these steps can reduce liabilities and help support your long-term financial health.

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  • Financial Insights

    WHY SKIPPING AN EMERGENCY FUND IS A RISKY FINANCIAL MISTAKE

    October 14, 2024 - An emergency fund is essential for financial stability, helping you navigate unexpected expenses and seize new opportunities. Learn why building this liquid reserve should be a cornerstone of your financial strategy.

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  • Financial Insights

    BEFORE BUYING YOUR FIRST HOME, GET THESE THREE DUCKS IN A ROW

    September 25, 2024 - Before diving into your first home purchase, it’s crucial to have a clear understanding of the key financial and practical steps involved. This article provides valuable insights that can help you make informed decisions and ensure a smoother path to homeownership.

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  • Financial Insights

    UNDERSTANDING THE DIFFERENT TYPES OF LIFE INSURANCE

    September 19, 2024 - Life insurance can be overwhelming with all the options available. This guide breaks down the key features of each type, helping you understand which might suit your needs best.

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  • Financial Insights

    WHAT FED RATE CUTS MEAN FOR INVESTORS

    September 18, 2024 - Examine how Federal Reserve rate cuts influence investment strategies and market trends. Understand the potential implications for portfolio management.

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The opinions in the CNBC appearances and market updates calls are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The opinions expressed in this material do not necessarily reflect the views of LPL Financial. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Bonds are subject to market and interest risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Peter Boockvar is solely an investment advisor representative of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.

Archived content consists of material while operating under Private Advisor Group as a registered investment advisor prior to Bleakley Financial Group, LLC transitioning to operate as an independent registered investment adviser.