Fast and Finance

Brought to you by LPL Research through the Weekly Market Commentary. (Jeffrey Roach, Chief Economist and Jeffrey Buchbinder, Chief Equity Strategist.)

When we wrote the annual outlook last November, the data was mixed. Some metrics hinted at emerging cracks in the economy while others suggested the growth trajectory in capital markets and the economy had legs. So, the variety of the data produced the narrative that busines...

If any of our listeners find themselves feeling “lost” in their finances, I think this episode should help. We all know that life can get really overwhelming at times, especially when it comes to finances. Job transitions, bank changes, ex-financial advisors, uncashed checks, unclaimed property... These things over time can certainly cause that “brain fog” we all know about. The first step in consolidating your financial situation ...

I’ve mentioned in previous episodes, financial advisors can be of great benefit to ANYONE – not just the high to ultra-high net worth individuals. There are plenty of transparent, honorable financial advisors out there without high account minimums. Now that we have that established and clear – For those who have financial advisors now or any sort of financial professional assisting you with your situation... How well do you feel t...

I wanted to take this episode to talk about something that goes unnoticed pretty often. There are so many people out there that just have poor relationships with their money. Not just spending problems, okay... but actual, poor relationships with their money. They don’t know how much they have, how much they’re spending, they don’t think twice about any purchases, no goals they’re working towards... And if you’re one of those peopl...

I wanted to dedicate an episode to individuals wondering when “the best” time to invest is. Some people may be worried that it’s too late due to age, or possibly the markets have been up for quite some time, and they’re worried they “missed the run.” Well, you guys have heard me say before... you can’t time the market. One of my favorite sayings related to wealth management goes, “It’s about time IN the market, not timing the marke...

As host of Fast & Finance, I’m super excited to announce a new series of guest episodes with a focus on local small businesses and their owners. I think we all know over the past few years; such a large number of small businesses took a hit from the pandemic. I mean, people who had just opened their doors, or opened during the pandemic – how did they stay afloat? It comes down to the hard-working, brave owners and employees tha...

This week's episode is brought to you by LPL Research's Weekly Market Commentary: 
 After a difficult September for stocks, investors are surely ready to flip the calendar to October. That’s the month that kicks off the historically strong fourth quarter. Expecting this pattern to repeat this year is tricky given the recent overhang of a government shutdown, interest rates near 16-year highs, a market still trying to ...

I think we all know over the past few years; such a large number of small businesses took a hit from the pandemic. I mean, people who had just opened their doors, or opened during the pandemic – how did they stay afloat? It comes down to the hard-working, brave owners and employees that impact our lives in so many ways. I want to hear their stories, how they operate as a business, and overall, what goes on behind the scenes of thes...

There’s a certain stigma around credit cards... Specifically, because of debt, right? Some people may struggle with credit cards and get intimidated by them due to accumulated debt over the years and high interest rates. But I wanted to talk about using credit as a tool this episode.. I’ll go over the basics regarding what makes up your score, ways to boost/maintain that score, and how you can use that credit score that you worked ...

If you tuned into the last episode here on Fast & Finance, you heard me talk about the concerns people have when their investments are down. And the theme of this episode also applies to having those down years – try not to strive for perfection, but progress. You’re hearing this from a perfectionist.... So, I understand how difficult that can be, but we must focus on the smaller steppingstones, and track our progress. Look at ...

We’re going to discuss a sensitive, yet timely topic today... Considering where the markets are at right now and what we experienced in 2022, a lot of people are facing worries regarding their portfolios being down in value. And of course, why would anybody be happy about that? Rather than panicking and possibly making some emotion-controlled, irrational decisions – it's important to look at your overall situation and see IF t...

I figured after the last episode on breaking down the 50/30/20, I wanted to take some time to speak about the concept of paying yourself first – also known as reverse budgeting. If you are still brand new to budgeting and haven’t tried something like the 50/30/20 structure yet, I suggest you check out our previous episode before this one. The whole purpose of ‘paying yourself first’ is to build your budget around your saving goals,...