Blog

SHRED DAY

Please join us with your family & friends on Oct 10th and bring any unwanted documents that you would like destroyed to our FREE SHRED Event. Shredding will occur onsite.
View More >>

Midyear Outlook 2020

We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises that continue to impact our communities and our economy.That’s why we’re looking ahead for new ways to face these challenges together and to prepare now for better times. LPL Research’s Midyear Outlook 2020: The Trail to Recovery charts a path forward.
View More >>

Next Phase of Recovery

Rebecca Gill
View More >>

Some Good News

Greetings Client Family and Friends. We pray you are all well. We have some good news for you! The IRS says you have until July 15 to make 2019 IRA and HSA contributions. Additionally they are waiving the IRA required minimum...
View More >>

LPL's Factor #1 in Recovery

Road to Recovery Playbook Factor #1: COVID-19 Case Update Posted by lplresearch Market Blog Factor #1 in our Road to Recovery Playbook is finding confidence in the peak of COVID-19 cases in the United States. At LPL Research we are...
View More >>

Factors for Recovery

Road to Recovery Playbook Factor #1: Peak COVID-19 Cases Posted by lplresearch Market Blog As COVID-19-related fear continues grip global financial markets, we wanted to take a closer look at factor #1 in our Road to Recovery...
View More >>

Volatility Continues

As we share today's LPL Research Blog all of us at Dunlap Gill want you to know we are thinking of you and pray you and your families are well. We are here for you and encourage phone consultations as needed. We have been talking with...
View More >>

Drama in the Markets

Monday Market Drama and What May Lie Ahead Posted by lplresearch Market Blog On October 16, 2008 in an editorial for The New York Times, Warren Buffet, considered by many to be one of the greatest investors of his generation, repeated...
View More >>

Recent Market Volatility

Gauging Potential Economic Impact of Covid-19 Posted by lplresearch Economic Blog The coronavirus outbreak—or Covid-19 —has caused significant market volatility over the past week. Our approach as always is to focus on...
View More >>

MARCH MADNESS PARTY-CANCELLED

We regret to inform you that due to the cancellation of the March Madness Event we will be cancelling our party on 3/20/20. We will keep everyone informed of our next upcoming event.
View More >>

Tax Season Essentials

Please find attached the Important Dates & Deadlines on the LPL 1099 mailings. The Tax Form Mailing Schedule at the bottom of the form explains more on why LPL sends out the forms in different waves.
View More >>

2020 Educational Symposium

We are hosting our 2020 Educational Symposium on February 5th from 5:30p-8:30pm (registration and dinner will begin at 5:30pm then meeting will begin at 6:00pm). RSVP on the website, call Dawn Doty at 317-770-2266 or dawn.doty@lpl.com...
View More >>