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  • Financial Insights

    LEAVING YOUR JOB? KNOW YOUR RETIREMENT PLAN OPTIONS

    February 29, 2024 - Whether you're moving on to greener pastures, pivoting to a new career path, or simply taking a break from the workforce, understanding the options available for managing your existing retirement savings is vital.

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  • Financial Insights

    HOW CONSUMER SPENDING SUPPORTS THE ECONOMY AND MARKETS

    February 27, 2024 - Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28 trillion GDP. When consumers spend money on everyday goods and services, and make large one-time purchases, it not only helps to spur economic growth but is also a reflection of economic trends.

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  • Financial Insights

    HOW LOSS AVERSION AND THE SEQUENCE OF RETURNS IMPACT INVESTORS

    February 16, 2024 - Properly diversifying allows investors to manage through good times and bad, increasing the odds that they can achieve their long-term financial goals.

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  • Financial Insights

    BEST PRACTCES AS YOU FILE YOUR TAXES

    February 14, 2024 - Preparing to file your taxes involves a series of steps that can help ensure accuracy, maximize deductions and credits, and comply with tax laws. Here are some best practices to consider as you prepare for tax filing.

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  • Financial Insights

    HOW EXPECTATIONS AROUND THE FED, BANKS, AND THE ECONOMY AFFECT INVESTORS

    February 8, 2024 - Recent events around the Fed and banking sector have led to market swings. Investors should continue to stay focused on the long run and not overreact to daily headlines.

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  • Financial Insights

    LIABILITY INSURANCE WEBINAR 2024

    February 7, 2024 - Liability Insurance webinar with Michelle Hirsch.

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  • Financial Insights

    FAFSA - WHAT YOU NEED TO KNOW

    February 5, 2024 - re you considering Financial Aid? The #FAFSA for next academic year (July 1, 2024–June 30, 2025) was soft launched starting December 31, 2023. You will need to fill out the FAFSA once for each academic year that you will attend school. The farther in advance you do it, the better!

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  • Financial Insights

    WHAT HISTORY SAYS ABOUT MARKETS REACHING ALL-TIME HIGHS

    February 2, 2024 - The bottom line? The market has achieved several new all-time highs this year due to steady economic growth. Investors should continue to stay focused and invested and not make decisions based on the level of major market indices alone.

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  • Market Commentary

    MONTHLY MARKET COMMENTARY - JANUARY 2024

    Market Commentary by Peter Boockvar.

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  • Financial Insights

    LONG TERM CARE DEDUCTIBILITY GUIDE FOR 2024

    January 25, 2024 - The latest info regarding LTC deductibility. 

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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.